유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-14 제출
이번 분기 산 종목: AJG, RYAAY, HCA, MSFT, SPGI, NU, MA, TXN
이번 분기 판 종목: SNX, FG, MRP, ELV, OMF, AN, SLM, MPLX
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| - | ICON PUB LTD CO | 11.9% | $5억 |
| OMF | ONEMAIN HLDGS INC | 10.1% | $5억 |
| SNX | TD SYNNEX CORPORATION | 8.4% | $4억 |
| ELV | ELEVANCE HEALTH INC FORMERLY | 8.2% | $4억 |
| SLM | SLM CORP | 7.6% | $3억 |
| AJG | GALLAGHER ARTHUR J & CO | 6.4% | $3억 |
| AN | AUTONATION INC | 6.2% | $3억 |
| RYAAY | RYANAIR HOLDINGS PLC | 5.6% | $3억 |
| PRI | PRIMERICA INC | 5.4% | $2억 |
| LEN | LENNAR CORP | 4.7% | $2억 |
| BLDR | BUILDERS FIRSTSOURCE INC | 4.6% | $2억 |
| COF | CAPITAL ONE FINL CORP | 4.3% | $2억 |
| MRP | MILLROSE PPTYS INC | 4.0% | $2억 |
| MPLX | MPLX LP | 3.9% | $2억 |
| FNF | FIDELITY NATL FINL INC | 3.5% | $2억 |
| DHI | D R HORTON INC | 2.4% | $1억 |
| FG | F&G ANNUITIES & LIFE INC | 1.4% | $6,601만 |
| AM | ANTERO MIDSTREAM CORP | 0.9% | $4,149만 |
| GOOGL | ALPHABET INC | 0.2% | $724만 |
| HCA | HCA HEALTHCARE INC | 0.0% | $188만 |