Latest BloombergSen Inc. Stock Portfolio
$1.31Billion– No. of Holdings #27
BloombergSen Inc. Performance:
2026 Q1: -12.82%YTD: -12.82%2025: 4.34%
Performance for 2026 Q1 is -12.82%, and YTD is -12.82%, and 2025 is 4.34%.
About BloombergSen Inc. and 13F Hedge Fund Stock Holdings
On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, BloombergSen Inc. reported an equity portfolio of $1.3 Billions as of 31 Mar, 2026.
The top stock holdings of BloombergSen Inc. are HCA, PGR, . The fund has invested 8.9% of it's portfolio in HCA HEALTHCARE INC and 8.1% of portfolio in PROGRESSIVE CORP.
The fund managers got completely rid off MONDAY COM LTD (MNDY) and TELEDYNE TECHNOLOGIES INC (TDY) stocks. They significantly reduced their stock positions in LATHAM GROUP INC (SWIM), COLLIERS INTL GROUP INC (CIGI) and PROGRESSIVE CORP (PGR). BloombergSen Inc. opened new stock positions in SUNBELT RENTALS HOLDINGS INC, SERVICENOW INC (NOW) and TOAST INC (TOST). The fund showed a lot of confidence in some stocks as they added substantially to AFFIRM HLDGS INC (AFRM), KLAVIYO INC and DOORDASH INC (DASH).
The top stock holdings of BloombergSen Inc. are HCA, PGR, . The fund has invested 8.9% of it's portfolio in HCA HEALTHCARE INC and 8.1% of portfolio in PROGRESSIVE CORP.
The fund managers got completely rid off MONDAY COM LTD (MNDY) and TELEDYNE TECHNOLOGIES INC (TDY) stocks. They significantly reduced their stock positions in LATHAM GROUP INC (SWIM), COLLIERS INTL GROUP INC (CIGI) and PROGRESSIVE CORP (PGR). BloombergSen Inc. opened new stock positions in SUNBELT RENTALS HOLDINGS INC, SERVICENOW INC (NOW) and TOAST INC (TOST). The fund showed a lot of confidence in some stocks as they added substantially to AFFIRM HLDGS INC (AFRM), KLAVIYO INC and DOORDASH INC (DASH).
BloombergSen Inc. Equity Portfolio Value
Last Reported on: 08 May, 2026
BloombergSen Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that BloombergSen Inc. made a return of -12.82% in the last quarter. In trailing 12 months, it's portfolio return was -11.25%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| sunbelt rentals holdings inc | 66,425,400 |
| servicenow inc | 37,518,200 |
| toast inc | 1,787,780 |
| zscaler inc | 1,147,290 |
New stocks bought by BloombergSen Inc.
Additions
| Ticker | % Inc. |
|---|---|
| affirm hldgs inc | 141 |
| klaviyo inc | 60.00 |
| doordash inc | 48.92 |
| root inc | 45.48 |
| uber technologies inc | 40.56 |
| wayfair inc | 30.4 |
| medpace hldgs inc | 29.8 |
| huron consulting group inc | 27.08 |
Additions to existing portfolio by BloombergSen Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| latham group inc | -16.58 |
| colliers intl group inc | -3.51 |
| progressive corp | -3.35 |
| aon plc | -3.33 |
| booking holdings inc | -3.33 |
| cbiz inc | -3.33 |
| hca healthcare inc | -3.33 |
| unitedhealth group inc | -3.33 |
BloombergSen Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| monday com ltd | -1,737,080 |
| teledyne technologies inc | -1,044,440 |
BloombergSen Inc. got rid off the above stocks
Sector Distribution
BloombergSen Inc. has about 32.5% of it's holdings in Others sector.
- Others
- Financial Services
- Healthcare
- Industrials
- Consumer Cyclical
- Technology
| Sector | % |
|---|---|
| Others | 32.5 |
| Financial Services | 26.2 |
| Healthcare | 17.2 |
| Industrials | 9.9 |
| Consumer Cyclical | 9 |
| Technology | 5 |
Market Cap. Distribution
BloombergSen Inc. has about 57% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- UNALLOCATED
- MID-CAP
- SMALL-CAP
- MEGA-CAP
| Category | % |
|---|---|
| LARGE-CAP | 55 |
| UNALLOCATED | 32.5 |
| MID-CAP | 6.2 |
| SMALL-CAP | 4.3 |
| MEGA-CAP | 2 |
Stocks belong to which Index?
About 65.6% of the stocks held by BloombergSen Inc. either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 54.6 |
| Others | 34.5 |
| RUSSELL 2000 | 11 |
BloombergSen Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of BloombergSen Inc.
BloombergSen Inc. has 27 stocks in it's portfolio. About 57.7% of the portfolio is in top 10 stocks. CBZ proved to be the most loss making stock for the portfolio. HCA was the most profitable stock for BloombergSen Inc. last quarter.
Last Reported on: 08 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AFRM | affirm hldgs inc | 0.13 | 36,889 | 1,690,250 | added | 141 | ||
| AON | aon plc | 6.24 | 254,006 | 81,988,100 | reduced | -3.33 | ||
| BKNG | booking holdings inc | 4.94 | 385,675 | 64,952,700 | reduced | -3.33 | ||
| CBZ | cbiz inc | 2.03 | 994,029 | 26,689,700 | reduced | -3.33 | ||
| CI | the cigna group | 1.29 | 63,456 | 16,926,900 | reduced | -3.29 | ||
| CIGI | colliers intl group inc | 4.60 | 565,314 | 60,426,400 | reduced | -3.51 | ||
| CVNA | carvana co | 0.41 | 17,188 | 5,403,560 | added | 13.02 | ||
| DASH | doordash inc | 0.18 | 15,870 | 2,382,880 | added | 48.92 | ||
| FA | first advantage corp new | 0.36 | 398,847 | 4,690,440 | added | 5.73 | ||
| HCA | hca healthcare inc | 8.91 | 247,398 | 117,079,000 | reduced | -3.33 | ||
| HURN | huron consulting group inc | 4.23 | 436,065 | 55,593,900 | added | 27.08 | ||
| MEDP | medpace hldgs inc | 0.10 | 2,618 | 1,257,140 | added | 29.8 | ||
| MNDY | monday com ltd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| NOW | servicenow inc | 2.86 | 358,854 | 37,518,200 | new | |||
| PGR | progressive corp | 8.14 | 539,864 | 107,023,000 | reduced | -3.35 | ||
| ROOT | root inc | 0.09 | 25,566 | 1,129,250 | added | 45.48 | ||
| SWIM | latham group inc | 0.08 | 192,637 | 1,034,460 | reduced | -16.58 | ||
| TDUP | thredup inc | 0.34 | 1,351,250 | 4,432,090 | added | 6.04 | ||
| TDY | teledyne technologies inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| TOST | toast inc | 0.14 | 67,438 | 1,787,780 | new | |||