BloombergSen Inc. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
BloombergSen Inc. disclosed 27 US equity positions worth $892.8m in its Q1 2026 13F filing. The largest position was HCA at 13.1% of the reported book, followed by PGR and CPAY.
What did BloombergSen Inc. own in Q1 2026? Top 27 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | HCA HCA HEALTHCARE INC | Healthcare | 13.1% | $117.1m | 247,398 | – | |
| 2 | PGR PROGRESSIVE CORP | Financial Services | 12.0% | $107.0m | 539,864 | – | |
| 3 | CPAY CORPAY INC | Technology | 10.6% | $95.0m | 326,425 | – | |
| 4 | AON AON PLC | Financial Services | 9.2% | $82.0m | 254,006 | – | |
| 5 | PNFP PINNACLE FINL PARTNERS INC | Financial Services | 7.5% | $66.7m | 774,438 | – | |
| 6 | SUNB SUNBELT RENTALS HOLDINGS INC | Industrials | 7.4% | $66.4m | 1,020,516 | – | |
| 7 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 7.3% | $65.0m | 15,427 | – | |
| 8 | CIGI COLLIERS INTL GROUP INC | Real Estate | 6.8% | $60.4m | 565,314 | – | |
| 9 | HURN HURON CONSULTING GROUP INC | Industrials | 6.2% | $55.6m | 436,065 | – | |
| 10 | WRB BERKLEY W R CORP | Financial Services | 4.9% | $43.6m | 657,260 | – | |
| 11 | NOW SERVICENOW INC | Technology | 4.2% | $37.5m | 358,854 | – | |
| 12 | CBZ CBIZ INC | Industrials | 3.0% | $26.7m | 994,029 | – | |
| 13 | UNH UNITEDHEALTH GROUP INC | Healthcare | 2.0% | $18.2m | 67,235 | – | |
| 14 | CI THE CIGNA GROUP | Healthcare | 1.9% | $16.9m | 63,456 | – | |
| 15 | W WAYFAIR INC | Consumer Cyclical | 0.7% | $6.0m | 79,785 | – | |
| 16 | CVNA CARVANA CO | Consumer Cyclical | 0.6% | $5.4m | 17,188 | – | |
| 17 | FA FIRST ADVANTAGE CORP NEW | 0.5% | $4.7m | 398,847 | – | ||
| 18 | TDUP THREDUP INC | Consumer Cyclical | 0.5% | $4.4m | 1,351,246 | – | |
| 19 | UBER UBER TECHNOLOGIES INC | Technology | 0.3% | $2.5m | 35,405 | – | |
| 20 | DASH DOORDASH INC | Consumer Cyclical | 0.3% | $2.4m | 15,870 | – | |
| 21 | TOST TOAST INC | Technology | 0.2% | $1.8m | 67,438 | – | |
| 22 | AFRM AFFIRM HLDGS INC | Financial Services | 0.2% | $1.7m | 36,889 | – | |
| 23 | MEDP MEDPACE HLDGS INC | Healthcare | 0.1% | $1.3m | 2,618 | – | |
| 24 | KVYO KLAVIYO INC | Technology | 0.1% | $1.2m | 61,595 | – | |
| 25 | ZS ZSCALER INC | Technology | 0.1% | $1.1m | 8,178 | – | |
| 26 | ROOT ROOT INC | Financial Services | 0.1% | $1.1m | 25,566 | – | |
| 27 | SWIM LATHAM GROUP INC | Industrials | 0.1% | $1.0m | 192,637 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.