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Loews Corporation
Eigentümer · Portfolio $12.5 Mrd. · 29 Positionen · Bericht zum 30.06.2026
Aktienpositionen Bericht für 30.06.2026, eingereicht am 14.08.2026; Veränderung – ggü. 31.03.2026 · 35
| Unternehmen | Aktien | Wert | % des Portfolios | Veränderung im Quartal |
|---|---|---|---|---|
| CNA Financial Corporation US:CNA | 248 414 738 | $12.1 Mrd. | 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% | neu |
| 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% | neu |
| 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% | neu |
| Danaher Corporation US:DHR | 75 000 | $14.3 Mio. | 0.11% | neu |
| 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% | neu |
| 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% | neu |
| Amentum Holdings Inc. US:AMTM | 500 000 | $10.3 Mio. | 0.08% | neu |
| Fair Isaac Corporation US:FICO | 8 500 | $10.2 Mio. | 0.08% | neu |
| Zoetis Inc US:ZTS | 140 000 | $10.1 Mio. | 0.08% | neu |
| 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% | neu |
| HP Inc US:HPQ | 0 (war 550 000) | — | — | verkauft |
| United Parks & Resorts Inc. US:PRKS | 0 (war 100 000) | — | — | verkauft |
| Uber Technologies Inc US:UBER | 0 (war 300 000) | — | — | verkauft |
| Vistra Corp. US:VST | 0 (war 70 000) | — | — | verkauft |
| Alphabet Inc. US:GOOGL | 0 (war 83 000) | — | — | verkauft |
| Amazon.com, Inc. US:AMZN | 0 (war 140 000) | — | — | verkauft |
| Elevance Health Inc US:ELV | 0 (war 48 000) | — | — | verkauft |
In Unternehmen Unserer Datenbank 1
| Unternehmen | Anteil | Aktien | Berichtsdatum |
|---|---|---|---|
| CNA Financial Corporation | — | — | — |
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