Mbb Public Markets I LLC
Annual return
—
SPY
—
Alpha
—
Invested
$839.4M
Holdings
24
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PGR
PROGRESSIVE CORP
Q4 2025: Exited (was 745.6k shares)
21.0%
02
$AER
AERCAP HOLDINGS NV
Q4 2025: Exited (was 1.13M shares)
18.5%
03
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 439.2k shares)
17.4%
04
$FERG
FERGUSON ENTERPRISES INC
Q4 2025: Exited (was 292.8k shares)
14.7%
05
$MDLN
MEDLINE INC
Held since at least Q1 2024
12.9%
06
$VTEB
VANGUARD MUN BD FDS
Held since at least Q1 2024
4.3%
07
$EQT
EQT CORP
Q4 2025: Exited (was 616.5k shares)
3.6%
08
$GOOGL
ALPHABET INC
Q4 2025: Exited (was 158.0k shares)
3.1%
09
$TECK
TECK RESOURCES LTD
Q4 2025: Exited (was 563.2k shares)
2.0%
10
$BG
BUNGE GLOBAL SA
Q4 2025: Exited (was 380.9k shares)
1.2%
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 · Last refreshed 12:29 UTC.