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
-8.79%
+7.80%
78,753.6
Healthcare Plans
PGR
Progressive Corp
608,064
162,268.0
-8.89%
9.950
-1.04%
0.100
-4.73%
+4.35%
143,695.2
Insurance
CPAY
Corpay Inc
367,581
121,970.7
-1.21%
7.480
-0.10%
0.520
+10.90%
-2.26%
23,317.1
Software
HCA
HCA Healthcare Inc
278,593
106,729.0
-1.21%
6.550
-0.07%
0.120
+15.00%
+21.97%
87,701.2
Healthcare Providers & Services
AON
Aon PLC
286,027
102,043.0
-1.21%
6.260
-0.09%
0.130
-1.21%
-1.91%
75,775.5
Insurance
BKNG
Booking Holdings Inc
17,371
100,564.9
-1.21%
6.170
-0.06%
0.050
+28.15%
+14.70%
184,736.4
Travel & Leisure
PNFP
Pinnacle Financial Partners Inc
872,144
96,293.4
-1.21%
5.910
-0.07%
1.130
+25.00%
+2.57%
9,054.3
Banks
GOOG CALL
Alphabet Inc
539,400
95,684.2
0%
5.870
0%
0.000
+27.71%
+0.61%
2,312,548.2
Interactive Media
DHI
D.R. Horton Inc
647,816
83,516.4
-1.21%
5.120
-0.06%
0.210
+9.01%
-5.57%
40,308.3
Homebuilding & Construction
CIGI
Colliers International Group Inc
637,818
83,260.8
-1.22%
5.110
-0.06%
1.260
+25.73%
+2.82%
7,042.8
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
$130.22
-8.37%
New holding
233,802
233,802
HUM
Humana Inc
2025-06-30
Sold Out
Sold Out
-1.96%
●
224.93 ($249.56) 295.04
$223.43
-10.47%
Sold Out
0
-119,708
UNH
UnitedHealth Group Inc
2025-06-30
New Buy
New Buy
+1.45%
●
274.35 ($384.44) 599.47
$282.14
-26.61%
New holding
75,708
75,708
PGR
Progressive Corp
2025-06-30
Reduce
Reduce
-1.04%
●
255.27 ($274.25) 288.74
$245.13
-10.62%
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
$38.72
6.87%
Reduce -45.11%
441,063
-362,515
CI
The Cigna Group
2025-06-30
Reduce
Reduce
-0.60%
●
301.89 ($322.46) 340.04
$294.80
-8.58%
Reduce -29.03%
71,395
-29,203
CBZ
CBIZ Inc
2025-06-30
Add
Add
+0.43%
●
66.19 ($72.4) 79.64
$72.68
0.39%
Add 9.49%
1,119,362
96,982
CPAY
Corpay Inc
2025-06-30
Reduce
Reduce
-0.10%
●
283.07 ($326.5) 358.52
$330.77
1.31%
Reduce -1.21%
367,581
-4,498
CVNA
Carvana Co
2025-06-30
Reduce
Reduce
-0.10%
●
162.57 ($273.14) 345.64
$341.92
25.18%
Reduce -34.66%
14,091
-7,474
FVRR
Fiverr International Ltd
2025-06-30
Add
Add
+0.10%
●
22.2 ($28.69) 33.78
$25.84
-9.93%
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

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