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Latest Sustainable Insight Capital Management, LLC Stock Portfolio

$297Million | No. of Holdings #86

Sustainable Insight Capital Management, LLC Performance

2026 Q1-7.60%
YTD-7.60%
2025+12.16%

About Sustainable Insight Capital Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Sustainable Insight Capital Management, LLC reported an equity portfolio of $297.7 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Sustainable Insight Capital Management, LLC are AAPL, AVGO, NVDA. The fund has invested 10.9% of it's portfolio in APPLE INC and 7% of portfolio in BROADCOM INC. <br><br> The fund managers got completely rid off ABBOTT LABS (ABT), WELLS FARGO CO NEW (WFC) and CAPITAL ONE FINL CORP (COF) stocks. They significantly reduced their stock positions in PHILLIPS 66 (PSX), T-MOBILE US INC (TMUS) and SUNCOR ENERGY INC NEW (SU). Sustainable Insight Capital Management, LLC opened new stock positions in FERRARI N V (RACE), ARCH CAP GROUP LTD (ACGL) and WILLIS TOWERS WATSON PLC LTD (WTW). The fund showed a lot of confidence in some stocks as they added substantially to PROLOGIS INC. (PLD), CROWN CASTLE INC (CCI) and SBA COMMUNICATIONS CORP (SBAC).
Sustainable Insight Capital Management, LLC Equity Portfolio Value
Last Reported on: 14 May, 2026
$297Million
  as of May 14, 2026

Sustainable Insight Capital Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Sustainable Insight Capital Management, LLC made a return of -7.6% in the last quarter. In trailing 12 months, it's portfolio return was 6.97%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ferrari n v3,481,470
arch cap group ltd2,493,440
willis towers watson plc ltd2,465,720
globe life inc2,463,310
johnson controls internation2,028,940
live nation entertainment in1,326,840
shopify inc1,222,320
hershey co1,018,660
New stocks bought by Sustainable Insight Capital Management, LLC

Additions

Ticker% Inc.
prologis inc.350
crown castle inc306
sba communications corp300
equity residential273
equinix inc250
dollar gen corp172
micron technology inc165
kroger co109
Additions to existing portfolio by Sustainable Insight Capital Management, LLC

Reductions

Ticker% Reduced
phillips 66-76.47
t-mobile us inc-63.76
suncor energy inc new-48.76
canadian nat res ltd med ter-47.83
palo alto networks inc-41.82
allstate corp-32.63
hartford insurance group inc-32.11
wynn resorts ltd-31.06
Sustainable Insight Capital Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
abbott labs-6,443,790
wells fargo co new-3,810,200
american elec pwr co inc-2,423,240
kenvue inc-326,077
capital one finl corp-3,791,960
infosys ltd-246,540
expand energy corporation-1,264,840
nrg energy inc-366,252
Sustainable Insight Capital Management, LLC got rid off the above stocks

Sector Distribution

Sustainable Insight Capital Management, LLC has about 39.2% of it's holdings in Technology sector.

  • Technology
  • Consumer Cyclical
  • Communication Services
  • Financial Services
  • Industrials
  • Healthcare
  • Others
  • Consumer Defensive
  • Real Estate
  • Basic Materials
Sector%
Technology39.2
Consumer Cyclical11.3
Communication Services10
Financial Services9.8
Industrials9
Healthcare8.4
Others5
Consumer Defensive3.9
Real Estate1.9
Basic Materials1.4

Market Cap. Distribution

Sustainable Insight Capital Management, LLC has about 95% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP62.8
LARGE-CAP32.2
UNALLOCATED5

Stocks belong to which Index?

About 90.1% of the stocks held by Sustainable Insight Capital Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50090.1
Others9.9
Top 5 Winners (%)%
SU
suncor energy inc new
37.1 %
CNQ
canadian nat res ltd med ter
33.5 %
PSX
phillips 66
25.4 %
AMAT
applied matls inc
25.2 %
LRCX
lam research corp
23.4 %
Top 5 Winners ($)$
COST
costco wholesale corporation
0.5 M
PSX
phillips 66
0.4 M
TMUS
t-mobile us inc
0.3 M
SU
suncor energy inc new
0.3 M
LRCX
lam research corp
0.3 M
Top 5 Losers (%)%
APP
applovin corp
-39.8 %
HUM
humana inc
-30.1 %
HDB
hdfc bank ltd
-28.3 %
MSFT
microsoft corp
-22.2 %
BKNG
booking holdings inc
-18.7 %
Top 5 Losers ($)$
MSFT
microsoft corp
-3.6 M
PLTR
palantir technologies inc
-3.3 M
AVGO
broadcom inc
-2.4 M
LLY
eli lilly & co
-2.4 M
HUM
humana inc
-2.3 M

Sustainable Insight Capital Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Sustainable Insight Capital Management, LLC

Sustainable Insight Capital Management, LLC has 86 stocks in it's portfolio. About 54.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. COST was the most profitable stock for Sustainable Insight Capital Management, LLC last quarter.

$297.75MTotal Value
94.00Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Sustainable Insight Capital Management, LLC, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change