account_balance
Investment manager · 13F filer · SEC CIK 1078841
Bruni J V & Co
Reported value$1.06Bas of Sep 30, 2026
Positions32 1 new, 2 sold out
Top 10 weight59.6%DELL alone is 12%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DELLDell Technologies Inc
12.3%
BNBrookfield Corp
7.2%
AMGAffiliated Managers Group Inc
7.2%
CFGCitizens Finl Group Inc
5.7%
RHPRyman Hospitality Pptys Inc
5.7%
COFCapital One Finl Corp
5.0%
RDNRadian Group Inc
4.5%
AERAercap Holdings NV
4.5%
KMIKinder Morgan Inc
4.0%
EQHEquitable Hldgs Inc
3.7%
GPNGlobal Pmts Inc
3.3%New
CRBGCorebridge Finl Inc
3.2%
DELLDell Technologies Inc
12.3%
BN7.2%AMGAffiliated Managers Group Inc
7.2%
CFGCitizens Finl Group Inc
5.7%
RHPRyman Hospitality Pptys Inc
5.7%
COF5.0%RDN4.5%AER4.5%KMI4.0%EQH3.7%GPN3.3%CRBG3.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DELL Dell Technologies Inc 12.3% HeldBN Brookfield Corp 7.2% HeldAMG Affiliated Managers Group Inc 7.2% HeldCFG Citizens Finl Group Inc 5.7% HeldRHP Ryman Hospitality Pptys Inc 5.7% HeldCOF Capital One Finl Corp 5.0% HeldRDN Radian Group Inc 4.5% HeldAER Aercap Holdings NV 4.5% HeldKMI Kinder Morgan Inc 4.0% HeldEQH Equitable Hldgs Inc 3.7% HeldGPN Global Pmts Inc 3.3% NewCRBG Corebridge Finl Inc 3.2% Held
What changed