Venator Management LLC — 13F holdings

Venator Management LLC reported 27 holdings worth $444M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. GOOG ALPHABET INC — $79.6M (17.9%)
2. AMZN AMAZON COM INC — $54.8M (12.3%)
3. V Visa Inc — $53.1M (12.0%)
4. GOOGL ALPHABET INC — $50.4M (11.4%)
5. NFLX NETFLIX INC — $29.9M (6.7%)
6. UBER UBER TECHNOLOGIES INC — $24.6M (5.5%)
7. INTU INTUIT — $23.9M (5.4%)
8. BWIN THE BALDWIN INSURANCE GRP IN — $20.6M (4.6%)
9. NVR NVR INC — $19.9M (4.5%)
10. JPM JPMorgan Chase & Co. — $16.5M (3.7%)