Venator Management LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
VM
Venator Management LLC
Institutional Filer 6.26%$415.9M28

Current Portfolio Holdings

Showing all 28 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1GOOGAlphabet Inc.Technology225K$64.4M15.50%
2AMZNAmazon.com, Inc.Consumer Cyclical233K$48.6M11.68%
3VVisa Inc.Financial Services149K$45.1M10.84%
4GOOGLAlphabet Inc.Technology141K$40.5M9.74%
5NFLXNetflix, Inc.Communication Services387K$37.2M8.94%
6UBERUber Technologies, Inc.Technology338K$24.3M5.85%
7NVRNVR, Inc.Consumer Cyclical3K$19.1M4.58%
8BWINThe Baldwin Insurance Group, Inc.Financial Services773K$17.0M4.08%
9METAMeta Platforms, Inc.Technology29K$16.8M4.05%
10INTUIntuit Inc.Technology39K$16.8M4.05%
11JPMJPMorgan Chase & Co.Financial Services50K$14.8M3.55%
12COFCapital One Financial CorporationFinancial Services76K$13.9M3.33%
13FISVFiserv, Inc.Technology163K$9.1M2.19%
14BRKBBerkshire Hathaway Inc. Clas18K$8.7M2.08%
15TTAMTitan America S.A.Basic Materials536K$8.0M1.93%
Showing 1 to 15 of 28 holdings