BRUNI J V & CO /CO — 13F holdings

BRUNI J V & CO /CO reported 33 holdings worth $1.10B in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. DELL DELL TECHNOLOGIES INC — $105M (9.6%)
  2. BN Brookfield Corp — $89.2M (8.1%)
  3. AMG AFFILIATED MANAGERS GROUP IN — $71.1M (6.5%)
  4. CFG CITIZENS FINL GROUP INC — $67.1M (6.1%)
  5. RHP RYMAN HOSPITALITY PPTYS INC — $65.6M (6.0%)
  6. RDN RADIAN GROUP INC — $59.4M (5.4%)
  7. COF CAPITAL ONE FINL CORP — $55.1M (5.0%)
  8. AER AERCAP HOLDINGS NV — $48.6M (4.4%)
  9. KMI KINDER MORGAN INC DEL — $45.4M (4.1%)
  10. RKT ROCKET COS INC — $41.1M (3.8%)