Follow-The-Filings

Featured 13F manager

Fidelity National Financial, Inc.

Jacksonville, FL 4 processed 13Fs on this site · 2025 Q3–2026 Q2

  • $3.2B
  • 30 Positions
  • 2026 Q2
  • +16.5% QoQ
  • Top 5 86.6%

Fidelity National Financial, Inc. files a Form 13F. The latest book is 2026 Q2 at $3.2B, up 16.5% QoQ, led by F&G Annuities and Life, Aevex, and Crescent Cap BDC.

Portfolio

2026 Q2 · filed 8/7/2026 · 30 long · top 12 shown

top 5 86.6% · top 10 90.1%

AUM over time

2026 Q2 $3.2B +16.5% QoQ
2025 Q3 · $3.8B 2025 Q3 · $3.8B
Q3 2025
2025 Q4 · $3.3B · −13.6% QoQ 2025 Q4 · $3.3B · −13.6% QoQ
Q4
2026 Q1 · $2.7B · −17.8% QoQ 2026 Q1 · $2.7B · −17.8% QoQ
Q1 2026
2026 Q2 · $3.2B · +16.5% QoQ 2026 Q2 · $3.2B · +16.5% QoQ
Q2

Book

2026 Q1 2025 Q4 · filed 8 May · long equity

FG - F&G Annuities and Life 88.27% Hold 94,662,347 $25.32 $2.4B
CCAP - Crescent Cap BDC 1.88% Hold 4,205,307 $12.15 $51M
VICI - Vici Pptys 1.01% Hold 1,000,000 $27.32 $27M
TXT - Textron 0.97% Hold 300,000 $87.56 $26M
PEP - Pepsico 0.86% Hold 150,000 $155.29 $23M
META - Meta Platforms · CL A 0.77% New 36,500 $572.13 $21M +36,500 +$21M
AMGN - Amgen 0.58% New 45,000 $351.85 $16M +45,000 +$16M
Paysafe 0.56% Hold 2,250,002 $6.81 $15M
ORCL - Oracle 0.56% Add +38.7% 104,000 $147.11 $15M +29,000 +$681K
PG - Procter and Gamble 0.56% Add +200.0% 105,000 $144.44 $15M +70,000 +$10M
ACI - Albertsons Cos 0.55% New 880,000 $17.04 $15M +880,000 +$15M
HRL - Hormel Foods 0.55% Hold 660,000 $22.65 $15M
KDP - Keurig Dr Pepper 0.53% Hold 548,000 $26.33 $14M
AMCR - Amcor 0.52% New 355,300 $39.75 $14M +355,300 +$14M
TROW - T. Rowe Price 0.49% Hold 148,000 $90.14 $13M
ALITEUR - Alight · CL A 0.48% Hold 22,300,000 $0.5827 $13M
BX - Blackstone 0.44% Hold 105,000 $114.99 $12M
DBD - Diebold Nixdorf 0.29% Hold 102,826 $75.44 $8M
United Homes Group · CL A 0.12% Hold 2,800,000 $1.16 $3M
CNTY - Century Casinos 0.01% Hold 187,500 $1.39 $261K

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
CVX - Chevron 0.78% Exit 0 $152.41 $26M −170,000 −$26M
UNP - Union Pac 0.70% Exit 0 $231.32 $23M −100,000 −$23M
UPS - United Parcel Service · CL B 0.66% Exit 0 $99.19 $22M −220,000 −$22M
AMCR - Amcor 0.45% Exit 0 $8.34 $15M −1,776,000 −$15M
FIGR - Figure Technology Solutions · CL A 0.31% Exit 0 $40.84 $10M −250,000 −$10M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2025 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

4 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 30 $3.2B +16.5% 13F-HR 8/7/2026 000133187526000075
2026 Q1 20 $2.7B −17.8% 13F-HR 5/8/2026 000133187526000043
2025 Q4 21 $3.3B −13.6% 13F-HR 2/11/2026 000133187526000012
2025 Q3 14 $3.8B 13F-HR 11/10/2025 000133187525000113

About

Fidelity National Financial, Inc.

4 processed 13Fs on this site · 2025 Q3–2026 Q2

SEC filing name
Fidelity National Financial, Inc.
Location
Jacksonville, FL
All SEC filings
View on sec.gov