Loews Corp.
New York, NY 4 processed 13Fs on this site, 2025 Q3 to 2026 Q2
- $12.5B
- 28 holdings
- 2026 Q2
- +5.3% QoQ
- Top 5 97.8%
AUM over time
Book
| CNA, CNA Financial | Hold | 248,414,738 | $47.74 | $11.9B | — | — | |
| GIL, Gildan Activewear | New | 888,655 | $62.46 | $56M | +888,655 | +$56M | |
| BLDR, Builders FirstSource | New | 280,000 | $102.89 | $29M | +280,000 | +$29M | |
| AMCR, Amcor | Add +5.0% | 3,150,000 | $8.34 | $26M | +150,000 | +$1.7M | |
| ALSN | New | 230,000 | $97.90 | $23M | +230,000 | +$23M | |
| META, Meta Platforms | Add +33.3% | 34,000 | $660.09 | $22M | +8,500 | +$3.7M | |
| KMI, Kinder Morgan | Add +18.5% | 800,000 | $27.49 | $22M | +125,000 | +$2.9M | |
| AVT, Avnet | Add +258.3% | 430,000 | $48.08 | $21M | +310,000 | +$14M | |
| GOOGL, Alphabet | Reduce −21.3% | 63,000 | $313.00 | $20M | −17,000 | +$271K | |
| JBS, JBS NV | Hold | 1,330,000 | $14.42 | $19M | — | — | |
| ALLY, Ally Financial | Hold | 360,000 | $45.29 | $16M | — | — | |
| TEAM, Atlassian | New | 100,000 | $162.14 | $16M | +100,000 | +$16M | |
| WFC, Wells Fargo | Reduce −15.0% | 170,000 | $93.20 | $16M | −30,000 | −$920K | |
| COF, Capital One | Add +30.0% | 65,000 | $242.36 | $16M | +15,000 | +$5.1M | |
| IGT, Ingredion | New | 140,000 | $110.26 | $15M | +140,000 | +$15M | |
| BN, Brookfield Corporation | Add +47.7% | 325,000 | $45.89 | $15M | +105,000 | −$173K | |
| CMCSA, Comcast | Add +120.0% | 440,000 | $29.89 | $13M | +240,000 | +$6.9M | |
| ELV, Elevance Health | Reduce −67.3% | 36,000 | $350.55 | $13M | −74,000 | −$23M | |
| FICO, Fair Isaac | New | 7,000 | $1,691 | $12M | +7,000 | +$12M | |
| AVTR, Avantor | Reduce −28.6% | 1,000,000 | $11.46 | $11M | −400,000 | −$6M | |
| UBER, Uber | New | 140,000 | $81.71 | $11M | +140,000 | +$11M | |
| JBG Smith Properties | Hold | 496,520 | $17.01 | $8.4M | — | — | |
| NRG, NRG Energy | New | 50,000 | $159.24 | $8M | +50,000 | +$8M | |
| Magnera | Reduce −16.8% | 300,000 | $15.14 | $4.5M | −60,500 | +$317K | |
| HPQ, HP | New | 200,000 | $22.28 | $4.5M | +200,000 | +$4.5M | |
| OLN, Olin | New | 200,000 | $20.83 | $4.2M | +200,000 | +$4.2M |
Exits / last held
Gone since 2025 Q3, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Hanesbrands | Exit | 0 | $6.59 | $210M | −31,900,000 | −$210M | |
| LNG, Cheniere Energy | Exit | 0 | $234.98 | $14M | −60,000 | −$14M | |
| GS, Goldman Sachs | Exit | 0 | $796.32 | $10M | −12,500 | −$10M | |
| FERG, Ferguson | Exit | 0 | $224.58 | $9M | −40,000 | −$9M | |
| TMHC, Taylor Morrison Home | Exit | 0 | $66.01 | $6.6M | −100,000 | −$6.6M | |
| LYB, Lyondellbasell Industries | Exit | 0 | $49.03 | $2.9M | −60,000 | −$2.9M | |
| ARW, Arrow Electrs | Exit | 0 | $121.00 | $2.4M | −20,000 | −$2.4M |
Filings history
4 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 29 | $12.5B | +5.3% | 13F-HR | 8/14/2026 | 000006008626000049 |
| 2026 Q1 | 26 | $11.9B | −3.2% | 13F-HR | 5/15/2026 | 000006008626000041 |
| 2025 Q4 | 27 | $12.3B | +2.0% | 13F-HR | 2/17/2026 | 000006008626000010 |
| 2025 Q3 | 24 | $12B | — | 13F-HR | 11/14/2025 | 000006008625000183 |
About
Loews Corp.
4 processed 13Fs on this site, 2025 Q3 to 2026 Q2
Further reading
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- The Essays of Warren Buffett, 8th Ed., Warren Buffett, Lawrence A. Cunningham View on Amazon
- One Up On Wall Street (Lynch), Peter Lynch View on Amazon