13F Insight
DOSSIER · 13F-HR · Q2 2026

BRUNI J V & CO /CO

$1.1B in tracked AUM across 33 positions as of Q2 2026.

BJ
CIK 0001078841 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
33
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BRUNI J V & CO /CO filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DELL
Dell Technologies Inc
$105M244K9.6%02
BN
Brookfield Corp
$89M2.1M8.1%03
AMG
Affiliated Managers Group Inc
$71M210K6.5%04
CFG
Citizens Finl Group Inc
$67M958K6.1%05
RHP
Ryman Hospitality Pptys Inc
$66M510K6.0%06
RDN
Radian Group Inc
$59M1.6M5.4%07
COF
Capital One Finl Corp
$55M275K5.0%08
N00985106
Aercap Holdings NV
$49M334K4.4%09
KMI
Kinder Morgan Inc Del
$45M1.4M4.1%10
RKT
Rocket Cos Inc
$41M2.6M3.8%

Filing history

2026Q2Jun 30
$1.1B▲ 14.4%
33 positionsView →2026Q1Mar 31
$958M▼ 6.0%
31 positionsView →2025Q4Dec 31
$1.0B▲ 2.8%
32 positionsView →2025Q3Sep 30
$991M▲ 4.3%
31 positionsView →2025Q2Jun 30
$950M▲ 10.4%
32 positionsLocked2025Q1Mar 31
$860M▼ 2.6%
31 positionsLocked2024Q4Dec 31
$883M▼ 1.5%
31 positionsLocked2024Q3Sep 30
$897M▲ 11.7%
30 positionsLocked2024Q2Jun 30
$803M▼ 4.7%
29 positionsLocked2024Q1Mar 31
$843M▲ 4.6%
28 positionsLocked2023Q4Dec 31
$806M▲ 13.3%
29 positionsLocked2023Q3Sep 30
$711M▼ 5.6%
31 positionsLocked
Showing 12 of 100