Bloombergsen Investment Partners

BloombergSen as of March 31, 2020

Portfolio Holdings for BloombergSen

BloombergSen holds 13 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cigna Corp (CI) 29.6 $344M 1.9M 177.18
Credit Acceptance (CACC) 10.6 $123M 481k 255.69
Charter Communications Inc New Cl A cl a (CHTR) 10.3 $119M 273k 436.31
Aon 9.5 $110M 667k 165.04
Colliers International Group sub vtg (CIGI) 9.1 $106M 2.2M 48.01
Humana (HUM) 8.2 $96M 305k 314.02
Citigroup (C) 5.8 $68M 1.6M 42.12
Alphabet Inc Class C cs (GOOG) 4.9 $57M 49k 1162.82
Progressive Corporation (PGR) 4.8 $55M 749k 73.84
Hca Holdings (HCA) 2.9 $33M 371k 89.78
Seritage Growth Pptys Cl A (SRG) 2.2 $25M 2.8M 9.05
Encore Capital (ECPG) 1.4 $16M 680k 23.37
Booking Holdings (BKNG) 0.8 $9.4M 7.0k 1345.29