Bruni J V & Co.
Annual return '25
+23.9%
SPY '25
+17.7%
Alpha
+6.2ptsvs SPY
Invested
$1.9B
Holdings
31
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BN
Brookfield Corp
Held since at least Q1 2024
9.2%
02
$AMG
Affiliated Managers Group Inc
Held since at least Q1 2024
7.5%
03
$PRIM
Primoris Svcs Corp
Held since at least Q1 2024
6.7%
04
$CFG
Citizens Finl Group Inc
Held since at least Q1 2024
6.3%
05
$RDN
Radian Group Inc
Held since at least Q1 2024
5.7%
06
$COF
Capital One Finl Corp
Held since at least Q1 2024
5.5%
07
$KMI
Kinder Morgan Inc Del
Q1 2026: New position (6.7k shares)
5.4%
08
$RHP
Ryman Hospitality Pptys Inc
Held since at least Q1 2024
5.2%
09
$TMHC
Taylor Morrison Home Corp
Held since at least Q1 2024
5.0%
10
$ALLY
Ally Finl Inc
Held since at least Q1 2024
3.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:25 UTC.