Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MBB PUBLIC MARKETS I LLC (CIK 1892378) reported $839.4M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PGR ($176.5M, 21.03%), AER ($155.5M, 18.52%), AMZN ($146.1M, 17.40%), FERG ($123.1M, 14.67%), ($108.6M, 12.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PGR | PROGRESSIVE CORP | $176.5M | 21.03% | 890,558 | Added |
| 2 | AER | AERCAP HOLDINGS NV | $155.5M | 18.52% | 1.1M | Hold |
| 3 | AMZN | AMAZON COM INC | $146.1M | 17.40% | 701,280 | Added |
| 4 | FERG | FERGUSON ENTERPRISES INC | $123.1M | 14.67% | 527,772 | Added |
| 5 | MEDLINE INC | $108.6M | 12.94% | 2.4M | Hold | |
| 6 | VTEB | VANGUARD MUN BD FDS | $35.8M | 4.27% | 718,533 | Added |
| 7 | EQT | EQT CORP | $30.2M | 3.60% | 475,000 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $25.9M | 3.08% | 90,000 | Trimmed |
| 9 | TECK | TECK RESOURCES LTD | $16.7M | 1.99% | 323,228 | Trimmed |
| 10 | BG | BUNGE GLOBAL SA | $9.8M | 1.17% | 77,400 | Trimmed |
| 11 | KYTX | KYVERNA THERAPEUTICS INC | $5.3M | 0.63% | 614,477 | Hold |
| 12 | AVGO | BROADCOM INC | $3.1M | 0.37% | 10,000 | Trimmed |
| 13 | AHCO | ADAPTHEALTH CORP | $215,771 | 0.03% | 18,132 | Hold |
| 14 | ESI | ELEMENT SOLUTIONS INC | $254,138 | 0.03% | 7,444 | New |
| 15 | GTX | GARRETT MOTION INC | $286,505 | 0.03% | 15,768 | Hold |
| 16 | IBP | INSTALLED BLDG PRODS INC | $265,150 | 0.03% | 1,000 | Hold |
| 17 | IMXI | INTERNATIONAL MONEY EXPRESS | $224,028 | 0.03% | 14,179 | Hold |
| 18 | AMG | AFFILIATED MANAGERS GROUP | $247,370 | 0.03% | 894 | Hold |
| 19 | RUSHA | RUSH ENTERPRISES INC | $211,486 | 0.03% | 3,199 | New |
| 20 | SAIA | SAIA INC | $217,091 | 0.03% | 618 | Hold |
| 21 | UNF | UNIFIRST CORP MASS | $214,858 | 0.03% | 854 | New |
| 22 | VMD | VIEMED HEALTHCARE INC | $215,367 | 0.03% | 23,384 | Hold |
| 23 | HLMN | HILLMAN SOLUTIONS CORP | $180,128 | 0.02% | 21,650 | Hold |
| 24 | JBI | JANUS INTERNATIONAL GROUP IN | $102,011 | 0.01% | 19,808 | Hold |
| 25 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31