BloombergSen Inc.
Annual return '25
+29.8%
SPY '25
+17.7%
Alpha
+12.1ptsvs SPY
Invested
$1.3B
Holdings
29
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CI
THE CIGNA GROUP
Q4 2025: Exited (was 2.10M shares)
20.4%
02
$GOOG
ALPHABET INC
Q4 2025: Exited (was 533.8k shares)
10.5%
03
$HCA
HCA HEALTHCARE INC
Q4 2025: Exited (was 275.7k shares)
8.9%
04
$PGR
PROGRESSIVE CORP
Q4 2025: Exited (was 601.8k shares)
8.1%
05
$CPAY
CORPAY INC
Q4 2025: Exited (was 363.8k shares)
7.2%
06
$AON
AON PLC
Q4 2025: Exited (was 283.1k shares)
6.2%
07
$PNFP
PINNACLE FINL PARTNERS INC
Held since at least Q1 2024
5.1%
08
$SUNB
SUNBELT RENTALS HOLDINGS INC
Held since at least Q1 2024
5.1%
09
$BKNG
BOOKING HOLDINGS INC
Q4 2025: Exited (was 17.2k shares)
4.9%
10
$CIGI
COLLIERS INTL GROUP INC
Q4 2025: Exited (was 631.2k shares)
4.6%
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 12:36 UTC.