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 | $45.92 | $11.4B | — | — | |
| BLDR, Builders FirstSource | Add +164.3% | 740,000 | $82.33 | $61M | +460,000 | +$32M | |
| TEAM, Atlassian | Add +640.0% | 740,000 | $68.25 | $51M | +640,000 | +$34M | |
| META, Meta Platforms | Add +72.1% | 58,500 | $572.13 | $33M | +24,500 | +$11M | |
| AMZN, Amazon | New | 140,000 | $208.27 | $29M | +140,000 | +$29M | |
| AMCR, Amcor | New | 641,000 | $39.75 | $25M | +641,000 | +$25M | |
| JBS, JBS NV | Hold | 1,330,000 | $17.96 | $24M | — | — | |
| GOOGL, Alphabet | Add +31.7% | 83,000 | $287.56 | $24M | +20,000 | +$4.1M | |
| COF, Capital One | Add +100.0% | 130,000 | $182.43 | $24M | +65,000 | +$8M | |
| NRG, NRG Energy | Add +200.0% | 150,000 | $146.14 | $22M | +100,000 | +$14M | |
| UBER, Uber | Add +114.3% | 300,000 | $71.93 | $22M | +160,000 | +$10M | |
| OMC, Omnicom Group | New | 280,000 | $75.31 | $21M | +280,000 | +$21M | |
| URI, Sunbelt Rentals | New | 320,000 | $65.09 | $21M | +320,000 | +$21M | |
| BN, Brookfield Corporation | Add +33.8% | 435,000 | $40.47 | $18M | +110,000 | +$2.7M | |
| IGT, Ingredion | Add +10.7% | 155,000 | $112.66 | $17M | +15,000 | +$2M | |
| AVTR, Avantor | Add +100.0% | 2,000,000 | $7.84 | $16M | +1,000,000 | +$4.2M | |
| ALLY, Ally Financial | Hold | 360,000 | $39.23 | $14M | — | — | |
| ELV, Elevance Health | Add +33.3% | 48,000 | $292.75 | $14M | +12,000 | +$1.4M | |
| HPQ, HP | Add +175.0% | 550,000 | $19.21 | $11M | +350,000 | +$6.1M | |
| VST, Vistra | New | 70,000 | $150.33 | $11M | +70,000 | +$11M | |
| CMCSA, Comcast | Reduce −27.3% | 320,000 | $28.71 | $9.2M | −120,000 | −$4M | |
| JBG Smith Properties | Hold | 496,520 | $14.61 | $7.3M | — | — | |
| OLN, Olin | Hold | 200,000 | $29.73 | $5.9M | — | — | |
| United Parks & Resorts | New | 100,000 | $32.66 | $3.3M | +100,000 | +$3.3M | |
| Magnera | Hold | 300,000 | $9.51 | $2.9M | — | — |
Exits / last held
Gone since 2025 Q4, shown at their last reported size.
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| GIL, Gildan Activewear | Exit | 0 | $62.46 | $56M | −888,655 | −$56M | |
| AMCR, Amcor | Exit | 0 | $8.34 | $26M | −3,150,000 | −$26M | |
| ALSN | Exit | 0 | $97.90 | $23M | −230,000 | −$23M | |
| KMI, Kinder Morgan | Exit | 0 | $27.49 | $22M | −800,000 | −$22M | |
| AVT, Avnet | Exit | 0 | $48.08 | $21M | −430,000 | −$21M | |
| WFC, Wells Fargo | Exit | 0 | $93.20 | $16M | −170,000 | −$16M | |
| FICO, Fair Isaac | Exit | 0 | $1,691 | $12M | −7,000 | −$12M |
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