Bruni J V & Co /co
Bruni J V & Co /co reported 33 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are DELL (9.6%), BN (8.1%) and AMG (6.5%). Compared with Q1 2026, the fund opened new positions in BX and ARES, added to DELL, AER and RKT and trimmed BN, AMG and CFG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DELL Dell Technologies Inc | $105M | 9.6% | 244K | +53K (+28%) | 2 of 8 | |
| 2 |  BN Brookfield Corp Fclass A | $89.2M | 8.1% | 2.1M | −8,700 (−0%) | 8 of 8 | |
| 3 |  AMG Affiliated Managers Group in | $71.1M | 6.5% | 210K | −40K (−16%) | 8 of 8 | |
| 4 |  CFG Citizens Finl Group Inc | $67.1M | 6.1% | 958K | −13K (−1%) | 8 of 8 | |
| 5 |  RHP Ryman Hospitality Pptys Inc | $65.6M | 6.0% | 510K | −7,569 (−1%) | 8 of 8 | |
| 6 |  RDN Radian Group Inc | $59.4M | 5.4% | 1.6M | −14K (−1%) | 8 of 8 | |
| 7 |  COF Capital One Finl Corp | $55.1M | 5.0% | 275K | −2,685 (−1%) | 5 of 8 | |
| 8 |  AER Aercap Holdings NV | $48.6M | 4.4% | 334K | +65K (+24%) | 5 of 8 | |
| 9 |  KMI Kinder Morgan Inc Del | $45.4M | 4.1% | 1.4M | −69K (−5%) | 8 of 8 | |
| 10 |  RKT Rocket Companies Cla A | $41.1M | 3.8% | 2.6M | +798K (+44%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bruni J V & Co /co 13F FAQ
What does Bruni J V & Co /co own?
Bruni J V & Co /co reported 33 stocks worth $1.1B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are DELL (9.6%), BN (8.1%) and AMG (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did Bruni J V & Co /co buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 6 added to, 25 trimmed and 0 sold out. New positions include BX and ARES.
When will Bruni J V & Co /co file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bruni J V & Co /co's portfolio worth?
The Q2 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.