Liberty One Investment Management
Liberty One Investment Management reported 154 stocks worth $1B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are LLY (3.6%), UNH (3.6%) and CAH (3.4%). Compared with Q1 2026, the fund opened new positions in AWK, AMT and DRI, added to UNH, SO and MSFT, trimmed LLY, CAH and JNJ and sold out of LW, SYY and ELF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  LLY Eli Lilly & Co | $36.3M | 3.6% | 30K | −1,354 (−4%) | 8 of 8 | |
| 2 |  UNH Unitedhealth Group Inc | $36.3M | 3.6% | 87K | +3,458 (+4%) | 8 of 8 | |
| 3 |  CAH Cardinal Health Inc | $33.8M | 3.4% | 142K | −24K (−15%) | 8 of 8 | |
| 4 |  JNJ Johnson & Johnson | $33.1M | 3.3% | 130K | −26K (−16%) | 8 of 8 | |
| 5 |  KO Coca Cola Co | $31.4M | 3.1% | 386K | −10K (−3%) | 8 of 8 | |
| 6 |  LNT Alliant Energy Corp | $31.2M | 3.1% | 409K | −23K (−5%) | 8 of 8 | |
| 7 |  SO Southern Co | $29.6M | 3.0% | 309K | +4,864 (+2%) | 8 of 8 | |
| 8 |  DUK Duke Energy Corp New | $29.2M | 2.9% | 231K | −1,252 (−1%) | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $28.4M | 2.8% | 76K | +13K (+20%) | 8 of 8 | |
| 10 |  PG Procter & Gamble Co | $28.4M | 2.8% | 193K | +20K (+12%) | 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| Stock | Value last quarter | Shares sold |
|---|---|---|
 LW Lamb Weston | $16.7M | 396K |
 SYY Sysco Corp | $15.3M | 214K |
HONEYWELL INTL INC | $5.5M | 24K |
 ELF E L F Beauty Inc | $370K | 6,109 |
 CWST Casella Waste Sys Inc | $321K | 4,041 |
🔒 Free account: see all 6.
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 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Liberty One Investment Management 13F FAQ
What does Liberty One Investment Management own?
Liberty One Investment Management reported 154 stocks worth $1B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are LLY (3.6%), UNH (3.6%) and CAH (3.4%). The table above lists every position in the filing (the top 10 without an account).
What did Liberty One Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 93 added to, 54 trimmed and 6 sold out. New positions include AWK, AMT and DRI. It sold all of LW, SYY and ELF.
When will Liberty One Investment Management 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 Liberty One Investment Management's portfolio worth?
The Q2 2026 filing reports $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.