BI

BloombergSen Inc.

13F
BloombergSen Inc.
Last update 2025-07-18 31 Stocks (3 new)
Value $1.63 Bil Turnover 4 %
Countries:
Top Holdings: PGR(9.95%)CPAY(7.48%)HCA(6.55%)AON(6.26%)BKNG(6.17%)
Summary Stock Picks Current Portfolio
BloombergSen Inc. Top Holdings of 2025-06-30 View Full List
Ticker
CI CALL
PGR
CPAY
HCA
AON
BKNG
PNFP
GOOG CALL
DHI
CIGI
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CI CALL
The Cigna Group
1,059,500
350,249.5
0%
21.480
0%
0.400
-10.55%
+9.72%
80,156.1
Healthcare Plans
PGR
Progressive Corp
608,064
162,268.0
-8.89%
9.950
-1.04%
0.100
-6.64%
+5.30%
145,008.3
Insurance
CPAY
Corpay Inc
367,581
121,970.7
-1.21%
7.480
-0.10%
0.520
+8.62%
-1.22%
23,565.3
Software
HCA
HCA Healthcare Inc
278,593
106,729.0
-1.21%
6.550
-0.07%
0.120
+8.33%
+17.42%
84,434.2
Healthcare Providers & Services
AON
Aon PLC
286,027
102,043.0
-1.21%
6.260
-0.09%
0.130
-3.68%
-0.99%
76,490.2
Insurance
BKNG
Booking Holdings Inc
17,371
100,564.9
-1.21%
6.170
-0.06%
0.050
+25.82%
+16.68%
187,937.7
Travel & Leisure
PNFP
Pinnacle Financial Partners Inc
872,144
96,293.4
-1.21%
5.910
-0.07%
1.130
+15.54%
-1.85%
8,664.5
Banks
GOOG CALL
Alphabet Inc
539,400
95,684.2
0%
5.870
0%
0.000
+24.98%
+1.11%
2,326,066.7
Interactive Media
DHI
D.R. Horton Inc
647,816
83,516.4
-1.21%
5.120
-0.06%
0.210
+23.23%
+10.46%
45,888.1
Homebuilding & Construction
CIGI
Colliers International Group Inc
637,818
83,260.8
-1.22%
5.110
-0.06%
1.260
+24.01%
+3.16%
7,055.0
Real Estate

BloombergSen Inc.'s Historical Top Holdings Breakdowns

BloombergSen Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HURN
Huron Consulting Group Inc
2025-06-30
New Buy
New Buy
+1.97%
●
132.14 ($142.11) 153.61
$131.11
-7.74%
New holding
233,802
233,802
HUM
Humana Inc
2025-06-30
Sold Out
Sold Out
-1.96%
●
224.93 ($249.56) 295.04
$231.12
-7.39%
Sold Out
0
-119,708
UNH
UnitedHealth Group Inc
2025-06-30
New Buy
New Buy
+1.45%
●
274.35 ($384.44) 599.47
$285.13
-25.83%
New holding
75,708
75,708
PGR
Progressive Corp
2025-06-30
Reduce
Reduce
-1.04%
●
255.27 ($274.25) 288.74
$247.37
-9.80%
Reduce -8.89%
608,064
-59,352
ECPG
Encore Capital Group Inc
2025-06-30
Reduce
Reduce
-0.77%
●
27.13 ($36.23) 40.91
$39.20
8.20%
Reduce -45.11%
441,063
-362,515
CI
The Cigna Group
2025-06-30
Reduce
Reduce
-0.60%
●
301.89 ($322.46) 340.04
$300.05
-6.95%
Reduce -29.03%
71,395
-29,203
CBZ
CBIZ Inc
2025-06-30
Add
Add
+0.43%
●
66.19 ($72.4) 79.64
$73.23
1.15%
Add 9.49%
1,119,362
96,982
CPAY
Corpay Inc
2025-06-30
Reduce
Reduce
-0.10%
●
283.07 ($326.5) 358.52
$334.29
2.39%
Reduce -1.21%
367,581
-4,498
CVNA
Carvana Co
2025-06-30
Reduce
Reduce
-0.10%
●
162.57 ($273.14) 345.64
$341.56
25.05%
Reduce -34.66%
14,091
-7,474
FVRR
Fiverr International Ltd
2025-06-30
Add
Add
+0.10%
●
22.2 ($28.69) 33.78
$26.12
-8.96%
Add 142.36%
96,252
56,538

BloombergSen Inc. Total Holding History ($B)

To

BloombergSen Inc.'s Asset Allocation

To

BloombergSen Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BloombergSen Inc.'s Hypothetical Growth since 2025-06-30

BloombergSen Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

BloombergSen Inc.'s Holdings Heat Map

Size field:

BloombergSen Inc.'s Holdings Bubble Chart

BloombergSen Inc. News

  • 1

Discussions on BloombergSen Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.