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Loews Corporation
ejer · portefølje $12.5 mia. · 29 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 35
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| CNA Financial Corporation US:CNA | 248 414 738 | $12.1 mia. | 96.43% | — |
| Builders FirstSource Inc US:BLDR | 780 000 | $69.8 mio. | 0.56% | +40 000 |
| Atlassian Corp Plc US:TEAM | 680 000 | $52.9 mio. | 0.42% | −60 000 |
| CHECK POINT SOFTWARE TECH LT CUSIP M22465104 | 175 000 | $23.0 mio. | 0.18% | ny |
| Avantor Inc US:AVTR | 2 200 000 | $21.8 mio. | 0.17% | +200 000 |
| Omnicom Group Inc US:OMC | 280 000 | $20.4 mio. | 0.16% | — |
| NRG Energy Inc. US:NRG | 130 000 | $19.0 mio. | 0.15% | −20 000 |
| Cheniere Energy Inc US:LNG | 71 000 | $17.0 mio. | 0.14% | ny |
| Capital One Financial Corpor… US:COF | 82 500 | $16.6 mio. | 0.13% | −47 500 |
| Ally Financial Inc US:ALLY | 360 000 | $16.5 mio. | 0.13% | — |
| Meta Platforms, Inc. US:META | 28 000 | $15.8 mio. | 0.13% | −30 500 |
| JBS N.V. CUSIP N4732M103 | 1 330 000 | $15.8 mio. | 0.13% | — |
| AMCOR PLC CUSIP G0250X149 | 360 000 | $15.6 mio. | 0.12% | −281 000 |
| American Express Company US:AXP | 45 000 | $15.2 mio. | 0.12% | ny |
| Danaher Corporation US:DHR | 75 000 | $14.3 mio. | 0.11% | ny |
| Sunbelt Rentals Holdings, In… US:SUNB | 190 000 | $14.2 mio. | 0.11% | −130 000 |
| GE Aerospace US:GE | 35 000 | $13.1 mio. | 0.10% | ny |
| Brookfield Corporation US:BN | 300 000 | $12.8 mio. | 0.10% | −135 000 |
| EATON CORP PLC CUSIP G29183103 | 27 500 | $11.7 mio. | 0.09% | ny |
| Amentum Holdings Inc. US:AMTM | 500 000 | $10.3 mio. | 0.08% | ny |
| Fair Isaac Corporation US:FICO | 8 500 | $10.2 mio. | 0.08% | ny |
| Zoetis Inc US:ZTS | 140 000 | $10.1 mio. | 0.08% | ny |
| Comcast Holdings Corp US:CMCSA | 400 000 | $9.82 mio. | 0.08% | +80 000 |
| JBG SMITH Properties US:JBGS | 496 520 | $7.28 mio. | 0.06% | — |
| Ingredion Incorporated US:INGR | 70 000 | $6.63 mio. | 0.05% | −85 000 |
| Magnera Corp placeholder US:MAGN | 300 000 | $3.53 mio. | 0.03% | — |
| Olin Corporation US:OLN | 150 000 | $2.97 mio. | 0.02% | −50 000 |
| Standard Biotools Inc US:LAB | 1 250 000 | $1.03 mio. | 0.01% | ny |
| Alphabet Inc. US:GOOGL | 0 (var 83 000) | — | — | solgt |
| Amazon.com, Inc. US:AMZN | 0 (var 140 000) | — | — | solgt |
| Elevance Health Inc US:ELV | 0 (var 48 000) | — | — | solgt |
| HP Inc US:HPQ | 0 (var 550 000) | — | — | solgt |
| United Parks & Resorts Inc. US:PRKS | 0 (var 100 000) | — | — | solgt |
| Uber Technologies Inc US:UBER | 0 (var 300 000) | — | — | solgt |
| Vistra Corp. US:VST | 0 (var 70 000) | — | — | solgt |
I virksomheder i vores database 1
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| CNA Financial Corporation | — | — | — |
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