BloombergSen Inc. — 13F Holdings & Portfolio

CIK 1484047 · latest 13F-HR filed 2026-05-08

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.31B

Long-equity book

Holdings

31

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

+4 / −3 / ↑3 / ↓16

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AFFIRM HLDGS INC$552.1K +48.5%
  • UBER TECHNOLOGIES INC$488.5K +23.7%
  • MEDPACE HLDGS INC$124.3K +11.0%
Show all 3

Top Trims

  • COLLIERS INTL GROUP INC-$25.7M -29.8%
  • CBIZ INC-$25.2M -48.6%
  • BOOKING HOLDINGS INC-$20.5M -24.0%
  • PROGRESSIVE CORP-$20.2M -15.9%
  • AON PLC-$10.7M -11.6%
Show all 16

New Positions

  • SUNBELT RENTALS HOLDINGS INC$66.4M
  • SERVICENOW INC$37.5M
  • TOAST INC$1.8M
  • ZSCALER INC$1.1M
Show all 4

Exited Positions

  • MICROSOFT CORP$18.6M
  • MONDAY COM LTD$1.7M
  • TELEDYNE TECHNOLOGIES INC$1.0M
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 THE CIGNA GROUP Call CI 125523100 $250.9M 19.09% 940,600 SH
2 HCA HEALTHCARE INC HCA 40412C101 $117.1M 8.91% 247,398 SH
3 PROGRESSIVE CORP PGR 743315103 $107.0M 8.14% 539,864 SH
4 CORPAY INC CPAY 219948106 $95.0M 7.23% 326,425 SH
5 ALPHABET INC Call GOOG 02079K107 $86.2M 6.56% 300,400 SH
6 AON PLC AON G0403H108 $82.0M 6.24% 254,006 SH
7 PINNACLE FINL PARTNERS INC PNFP 72348N109 $66.7M 5.08% 774,438 SH
8 SUNBELT RENTALS HOLDINGS INC SUNB 866966104 $66.4M 5.05% 1,020,516 SH
9 BOOKING HOLDINGS INC BKNG 09857L108 $65.0M 4.94% 15,427 SH
10 COLLIERS INTL GROUP INC CIGI 194693107 $60.4M 4.60% 565,314 SH
11 HURON CONSULTING GROUP INC HURN 447462102 $55.6M 4.23% 436,065 SH
12 ALPHABET INC Call GOOG 02079K107 $51.3M 3.91% 179,000 SH
13 BERKLEY W R CORP WRB 084423102 $43.6M 3.32% 657,260 SH
14 SERVICENOW INC NOW 81762P102 $37.5M 2.86% 358,854 SH
15 MICROSOFT CORP Call MSFT 594918104 $32.9M 2.50% 88,800 SH
16 CBIZ INC CBZ 124805102 $26.7M 2.03% 994,029 SH
17 UNITEDHEALTH GROUP INC UNH 91324P102 $18.2M 1.38% 67,235 SH
18 THE CIGNA GROUP CI 125523100 $16.9M 1.29% 63,456 SH
19 WAYFAIR INC W 94419L101 $6.0M 0.46% 79,785 SH
20 CARVANA CO CVNA 146869102 $5.4M 0.41% 17,188 SH
21 FIRST ADVANTAGE CORP NEW FA 31846B108 $4.7M 0.36% 398,847 SH
22 THREDUP INC TDUP 88556E102 $4.4M 0.34% 1,351,246 SH
23 UBER TECHNOLOGIES INC UBER 90353T100 $2.5M 0.19% 35,405 SH
24 DOORDASH INC DASH 25809K105 $2.4M 0.18% 15,870 SH
25 TOAST INC TOST 888787108 $1.8M 0.14% 67,438 SH
26 AFFIRM HLDGS INC AFRM 00827B106 $1.7M 0.13% 36,889 SH
27 MEDPACE HLDGS INC MEDP 58506Q109 $1.3M 0.10% 2,618 SH
28 KLAVIYO INC KVYO 49845K101 $1.2M 0.09% 61,595 SH
29 ZSCALER INC ZS 98980G102 $1.1M 0.09% 8,178 SH
30 ROOT INC ROOT 77664L207 $1.1M 0.09% 25,566 SH
31 LATHAM GROUP INC SWIM 51819L107 $1.0M 0.08% 192,637 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-08 $1.31B 31 0000945621-26-000656
2025-12-31 2026-02-06 $1.37B 29 0000945621-26-000221