Equity Investment
Equity Investment reported 76 stocks worth $5.2B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VZ (3.7%), GSK (3.3%) and UPS (3.2%). Compared with Q1 2026, the fund opened new positions in CLX, DVN and NKE, added to VZ, GSK and MDT, trimmed UPS, DOC and USB and sold out of CTRA, GDX and CSCO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VZ Verizon Communications I | $195M | 3.7% | 4.6M | +8,609 (+0%) | 8 of 8 | |
| 2 |  GSK Gsk PLC ADR F | $171M | 3.3% | 3.3M | +49K (+2%) | 8 of 8 | |
| 3 |  UPS United Parcel Service Inc | $170M | 3.2% | 1.6M | −29K (−2%) | 8 of 8 | |
| 4 |  MDT Medtronic PLC F | $162M | 3.1% | 2.1M | +472K (+30%) | 8 of 8 | |
| 5 |  DOC Healthpeak Properties Inc | $160M | 3.1% | 7.5M | −177K (−2%) | 5 of 8 | |
| 6 |  USB US Bancorp Del | $159M | 3.0% | 2.6M | −587K (−18%) | 8 of 8 | |
| 7 |  ICLR Icon PLC | $154M | 3.0% | 889K | −208K (−19%) | 5 of 8 | |
| 8 |  PNC PNC Finl Svcs Group Inc | $152M | 2.9% | 617K | −14K (−2%) | 8 of 8 | |
| 9 |  BAX Baxter Intl Inc | $147M | 2.8% | 6.9M | +516K (+8%) | 7 of 8 | |
| 10 |  KVUE Kenvue Inc | $145M | 2.8% | 7.6M | −34K (−0%) | 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.
Sold out
held in Q1 2026, gone in Q2 2026
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 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Equity Investment 13F FAQ
What does Equity Investment own?
Equity Investment reported 76 stocks worth $5.2B in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are VZ (3.7%), GSK (3.3%) and UPS (3.2%). The table above lists every position in the filing (the top 10 without an account).
What did Equity Investment buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 24 added to, 40 trimmed and 3 sold out. New positions include CLX, DVN and NKE. It sold all of CTRA, GDX and CSCO.
When will Equity Investment 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 Equity Investment's portfolio worth?
The Q2 2026 filing reports $5.2B 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.