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Loews Corporation
vlastník · portfólio $12.5 mld. · 29 pozícií · správa k 30.06.2026
Akciové Pozície správa za 30.06.2026, podaná 14.08.2026; zmena — oproti 31.03.2026 · 35
| Spoločnosť | Akcie | Hodnota | % portfólia | Zmena za Štvrťrok |
|---|---|---|---|---|
| CNA Financial Corporation US:CNA | 248 414 738 | $12.1 mld. | 96.43% | — |
| Builders FirstSource Inc US:BLDR | 780 000 | $69.8 mil. | 0.56% | +40 000 |
| Atlassian Corp Plc US:TEAM | 680 000 | $52.9 mil. | 0.42% | −60 000 |
| CHECK POINT SOFTWARE TECH LT CUSIP M22465104 | 175 000 | $23.0 mil. | 0.18% | nová |
| Avantor Inc US:AVTR | 2 200 000 | $21.8 mil. | 0.17% | +200 000 |
| Omnicom Group Inc US:OMC | 280 000 | $20.4 mil. | 0.16% | — |
| NRG Energy Inc. US:NRG | 130 000 | $19.0 mil. | 0.15% | −20 000 |
| Cheniere Energy Inc US:LNG | 71 000 | $17.0 mil. | 0.14% | nová |
| Capital One Financial Corpor… US:COF | 82 500 | $16.6 mil. | 0.13% | −47 500 |
| Ally Financial Inc US:ALLY | 360 000 | $16.5 mil. | 0.13% | — |
| Meta Platforms, Inc. US:META | 28 000 | $15.8 mil. | 0.13% | −30 500 |
| JBS N.V. CUSIP N4732M103 | 1 330 000 | $15.8 mil. | 0.13% | — |
| AMCOR PLC CUSIP G0250X149 | 360 000 | $15.6 mil. | 0.12% | −281 000 |
| American Express Company US:AXP | 45 000 | $15.2 mil. | 0.12% | nová |
| Danaher Corporation US:DHR | 75 000 | $14.3 mil. | 0.11% | nová |
| Sunbelt Rentals Holdings, In… US:SUNB | 190 000 | $14.2 mil. | 0.11% | −130 000 |
| GE Aerospace US:GE | 35 000 | $13.1 mil. | 0.10% | nová |
| Brookfield Corporation US:BN | 300 000 | $12.8 mil. | 0.10% | −135 000 |
| EATON CORP PLC CUSIP G29183103 | 27 500 | $11.7 mil. | 0.09% | nová |
| Amentum Holdings Inc. US:AMTM | 500 000 | $10.3 mil. | 0.08% | nová |
| Fair Isaac Corporation US:FICO | 8 500 | $10.2 mil. | 0.08% | nová |
| Zoetis Inc US:ZTS | 140 000 | $10.1 mil. | 0.08% | nová |
| Comcast Holdings Corp US:CMCSA | 400 000 | $9.82 mil. | 0.08% | +80 000 |
| JBG SMITH Properties US:JBGS | 496 520 | $7.28 mil. | 0.06% | — |
| Ingredion Incorporated US:INGR | 70 000 | $6.63 mil. | 0.05% | −85 000 |
| Magnera Corp placeholder US:MAGN | 300 000 | $3.53 mil. | 0.03% | — |
| Olin Corporation US:OLN | 150 000 | $2.97 mil. | 0.02% | −50 000 |
| Standard Biotools Inc US:LAB | 1 250 000 | $1.03 mil. | 0.01% | nová |
| Alphabet Inc. US:GOOGL | 0 (bolo 83 000) | — | — | predaná |
| Amazon.com, Inc. US:AMZN | 0 (bolo 140 000) | — | — | predaná |
| Elevance Health Inc US:ELV | 0 (bolo 48 000) | — | — | predaná |
| HP Inc US:HPQ | 0 (bolo 550 000) | — | — | predaná |
| United Parks & Resorts Inc. US:PRKS | 0 (bolo 100 000) | — | — | predaná |
| Uber Technologies Inc US:UBER | 0 (bolo 300 000) | — | — | predaná |
| Vistra Corp. US:VST | 0 (bolo 70 000) | — | — | predaná |
V Spoločnostiach Našej Databázy 1
| Spoločnosť | Podiel | Akcie | Dátum Správy |
|---|---|---|---|
| CNA Financial Corporation | — | — | — |
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