BloombergSen Inc. 13F Holdings

CIK 0001484047 · Toronto, A6

As of Sep 30, 2025, BloombergSen Inc. reported 31 positions worth .6B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CIGNA GROUPCIHealthcare1,119,263$322.6M19.99%
PROGRESSIVE CORPPGRFinancial Services601,810 48.6M9.21%
ALPHABET INCGOOGEquity533,800 30.0M8.06%
HCA HEALTHCARE INCHCAHealthcare275,725 17.5M7.28%
HORTON D R INCDHIConsumer Cyclical641,137 08.7M6.73%
CORPAY INCCPAYTechnology363,796 04.8M6.49%
AON PLCAONFinancial Services283,084 00.9M6.26%
COLLIERS INTERNATIONAL GROUP INCCIGIReal Estate631,240$98.6M6.11%
BOOKING HOLDINGS INCBKNGIndustrials17,192$92.8M5.75%
PINNACLE FINANCIAL PARTNERS INCPNFPFinancial Services893,258$83.8M5.19%
CBIZ INCCBZIndustrials1,107,850$58.7M3.64%
BERKLEY W R CORPWRBFinancial Services732,567$56.1M3.48%
HURON CONSULTING GROUP INCHURNIndustrials365,167$53.6M3.32%
NETFLIX INCNFLXCommunication Services35,001$42.0M2.60%
UNITEDHEALTH GROUP INCUNHHealthcare74,930$25.9M1.60%
MICROSOFT CORPMSFTTechnology41,331$21.4M1.33%
THREDUP INCTDUPConsumer Cyclical880,904$8.3M0.52%
ENCORE CAPITAL GROUP INCECPGFinancial Services191,245$8.0M0.49%
CARVANA COCVNAConsumer Cyclical15,208$5.7M0.36%
WAYFAIR INCWConsumer Cyclical57,825$5.2M0.32%
FIRST ADVANTAGE CORPFAIndustrials266,324$4.1M0.25%
LATHAM GROUP INCSWIMBasic Materials343,091$2.6M0.16%
MONDAYCOM LTDMNDYTechnology13,090$2.5M0.16%
UBER TECHNOLOGIES INCUBERTechnology22,577$2.2M0.14%
DOORDASH INCDASHCommunication Services8,096$2.2M0.14%