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Senator Investment Group LP

13F
Senator Investment Group LP
Last update 2025-05-14 51 Stocks (9 new)
Value $1.89 Bil Turnover 23 %
Countries:

Senator Investment Group LP Profile

Senator Investment Group is a private hedge fund sponsor based out of New York City. The company was founded in 2008 by co-founders Alexander Mathew Klabin and Douglas Nathan Silverman, who continue to take an active role in the company today acting as the firm’s co-CEOs and portfolio managers. The company utilizes bottom up analysis to make its investment decisions, typically focusing its asset allocations in the value stocks of various companies. Senator Investment Group invests in a variety of public equity and fixed income markets on a global scale, making sure that its asset allocations are properly diversified. The company invests most heavily in the consumer discretionary sector, which alone makes up over a fifth of total asset allocations, and also invests in the health care, finance, consumer staples, energy, information technology, transports, and materials sectors, among others to a lesser degree, in order of decreasing amount allocated. Its market value is currently $10.4 billion and has been growing in recent years. Senator Investment Group currently holds close to $12 billion in total assets under management spread across 9 accounts, all of which are discretionary accounts. Both of the firm’s total number of accounts and total assets under management have been increasing in recent years with its total number of accounts growing from 7 two years prior to its current amount and its total assets under management growing from just over $5 billion three years ago to well over twice that amount today. The company currently has 29 employees taking care of its clients, all of which are pooled investment vehicles. Senator Investment Group’s majority ownership is held by Klabin Family Investments LLC and Silverman Family Investments LLC, each of which hold approximately a third of total ownership, with the remaining ownership split amongst Bsch Master I Sub, Bsch Master II Sub, and various key executives.
Senator Investment Group LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
UAL
United Airlines Holdings Inc
3,173,471
219,128.2
-2.69%
11.630
-0.25%
0.970
+39.14%
-4.99%
29,864.3
Transportation
CVNA
Carvana Co
410,930
85,917.2
-5.32%
4.560
-0.14%
0.310
+64.38%
+70.89%
46,923.3
Vehicles & Parts
SSNC
SS&C Technologies Holdings Inc
1,022,032
85,370.3
-32.72%
4.530
-1.11%
0.410
+9.61%
+10.72%
20,574.1
Software
PRMB
Primo Brands Corp
2,201,798
78,141.8
+53.60%
4.150
+1.45%
0.580
-13.22%
-5.09%
10,832.2
Beverages - Non-Alcoholic
MSFT
Microsoft Corp
175,000
65,693.3
+12.90%
3.490
+0.40%
0.000
+38.94%
+21.47%
3,790,969.0
Software
ATI
ATI Inc
1,212,500
63,086.4
+68.74%
3.350
+1.36%
0.860
+105.30%
+69.71%
13,177.1
Industrial Products
HOOD
Robinhood Markets Inc
1,494,819
62,214.4
-16.12%
3.300
-0.31%
0.170
+166.49%
+194.52%
96,842.1
Capital Markets
FCX
Freeport-McMoRan Inc
1,565,569
59,272.4
+4,586.91%
3.150
+3.08%
0.110
+36.62%
+19.01%
64,341.8
Metals & Mining
IBIT CALL
ISHARES BITCOIN TR
1,265,000
59,214.7
0%
3.140
0%
0.120
+38.17%
+25.69%
82,895.1
 
META
Meta Platforms Inc
102,480
59,065.4
+7.63%
3.130
+0.22%
0.000
+40.55%
+20.48%
1,770,790.4
Interactive Media

Senator Investment Group LP's Historical Top Holdings Breakdowns

Senator Investment Group LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FCX
Freeport-McMoRan Inc
2025-03-31
Add
Add
+3.08%
â—Ź
34.5 ($38.26) 43.01
$44.80
17.09%
Add 4586.91%
1,565,569
1,532,166
DAL
Delta Air Lines Inc
2025-03-31
Sold Out
Sold Out
-3.01%
â—Ź
43.6 ($59.28) 69.06
$56.29
-5.04%
Sold Out
0
-1,696,405
CMCSA
Comcast Corp
2025-03-31
New Buy
New Buy
+2.94%
â—Ź
33.19 ($36.08) 38.23
$34.54
-4.27%
New holding
1,500,000
1,500,000
APD
Air Products & Chemicals Inc
2025-03-31
Reduce
Reduce
-2.36%
â—Ź
283.24 ($308.4) 338.07
$295.31
-4.24%
Reduce -60.33%
182,669
-277,789
DHR
Danaher Corp
2025-03-31
New Buy
New Buy
+2.18%
â—Ź
201.62 ($218.33) 250.59
$190.05
-12.95%
New holding
200,000
200,000
COF
Capital One Financial Corp
2025-03-31
Reduce
Reduce
-2.07%
â—Ź
163.87 ($188.9) 209.82
$218.28
15.55%
Reduce -71.97%
154,144
-395,723
VZ
Verizon Communications Inc
2025-03-31
Sold Out
Sold Out
-1.92%
â—Ź
37.81 ($41.63) 46.49
$40.84
-1.90%
Sold Out
0
-1,640,000
WFC
Wells Fargo & Co
2025-03-31
New Buy
New Buy
+1.90%
â—Ź
66.78 ($75.08) 81.42
$80.64
7.41%
New holding
500,000
500,000
PGR
Progressive Corp
2025-03-31
Sold Out
Sold Out
-1.90%
â—Ź
235.61 ($261.55) 291.22
$246.41
-5.79%
Sold Out
0
-270,330
T
AT&T Inc
2025-03-31
Sold Out
Sold Out
-1.85%
â—Ź
21.56 ($25.15) 28.28
$26.94
7.12%
Sold Out
0
-2,765,000

Senator Investment Group LP Total Holding History ($B)

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Senator Investment Group LP's Asset Allocation

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Senator Investment Group LP Past Portfolios

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

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Senator Investment Group LP's Hypothetical Growth since 2025-03-31

Senator Investment Group LP's Yearly Returns

Year Portfolio % % Excess Gain %

Senator Investment Group LP's Holdings Heat Map

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