Cross-manager
Summary
137 of 137 filed constant set 136 2025 Q4 → 2026 Q1 dollar-sum holdings as of 31 Mar 2026 as of today
2026 Q1
137 of 137 filedsectors · dollar-sum
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Quarter-aligned featured master book. Pie is 100% of mapped names. The hole is mapped share of full AUM. Unmapped names stay blank, never Other. mapped + unmapped ≤ 100 — options sit in the denominator. pie is that mapped slice, not the book.
Waterfall reads left to right: start, each sector’s Δ, then the end. Green is up, red is down. Equal-weight is mix-shift of the mapped pie; dollar-sum is mapped dollars. axis zoomed to the move.
Grid is each manager’s latest 13F (mixed dates). Long equity only. Dollars across the constant set.
| include | sector | mix |
|---|---|---|
| Communication Services | 8.9% | |
| Consumer Discretionary | 10.4% | |
| Consumer Staples | 5.2% | |
| Energy | 6.6% | |
| Financials | 21.6% | |
| Health Care | 10.3% | |
| Industrials | 11.7% | |
| Information Technology | 19.8% | |
| Materials | 2.6% | |
| Real Estate | 1.8% | |
| Utilities | 1.1% |
91.6% of full AUM is mapped unmapped 1.8% all names
2025 Q4 → 2026 Q1 up down
1 not in 2026 Q1
excluded from Δ: Tom Bancroft - Makaira Partners.
| sector | 2025 Q4 | 2026 Q1 | Δ | $ 2026 Q1 |
|---|---|---|---|---|
| Communication Services | 8.6% | 8.9% | +0.33% | $121.2B |
| Consumer Discretionary | 10.8% | 10.4% | −0.45% | $140.3B |
| Consumer Staples | 4.8% | 5.2% | +0.38% | $70.5B |
| Energy | 5.1% | 6.6% | +1.46% | $88.8B |
| Financials | 23.0% | 21.6% | −1.41% | $293.2B |
| Health Care | 10.4% | 10.3% | −0.05% | $139.9B |
| Industrials | 10.7% | 11.7% | +0.96% | $158.5B |
| Information Technology | 21.2% | 19.8% | −1.41% | $268.9B |
| Materials | 2.3% | 2.6% | +0.28% | $34.7B |
| Real Estate | 1.9% | 1.8% | −0.02% | $24.9B |
| Utilities | 1.1% | 1.1% | −0.08% | $14.3B |
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Share-count breadth; splits look like Adds. Direction is Δ dollar-sum. Names lead with |Δ|. Among owners is holders only. Dollars across the constant set. GOOG / GOOGL is one name; holders stay per class. Add/Reduce on a grouped row is —. Check sectors to mix names.
Consumer Staples · 67 shown · 137 of 137 filed · dollar-sum
| ticker | issuer | owners | weight | among owners | Δ weight | new | add | reduce | exit |
|---|---|---|---|---|---|---|---|---|---|
| KO | Coca Cola Co. |
12 |
2.1% | 1.4% | +0.22% | 1 | 1 | 6 | 0 |
| STZ | Constellation Brands Inc. |
10 |
0.05% | 0.48% | −0.11% | 1 | 4 | 3 | 0 |
| DG | Dollar Gen Corp. |
7 |
0.10% | 1.9% | −0.06% | 1 | 2 | 2 | 2 |
| PM | Philip Morris Intl Inc. |
13 |
0.18% | 1.4% | −0.05% | 2 | 1 | 8 | 3 |
| KR | Kroger Co. |
4 |
0.24% | 0.43% | +0.04% | 1 | 0 | 1 | 1 |
| KHC | Kraft Heinz Co. |
9 |
0.51% | 2.0% | −0.03% | 2 | 2 | 3 | 1 |
| TSN | Tyson Foods Inc. |
6 |
0.15% | 2.1% | +0.02% | 0 | 6 | 0 | 2 |
| PRMB | Primo Brands Corporation |
4 |
0.03% | 2.0% | +0.02% | 2 | 1 | 1 | 0 |
| JBS | Jbs N.v., Class A |
4 |
0.03% | 0.63% | +0.02% | 1 | 2 | 0 | 0 |
| PEP | Pepsico, Inc. |
18 |
0.07% | 1.2% | −0.02% | 0 | 5 | 9 | 1 |
| LW | Lamb Weston Hldgs Inc. |
3 |
0.03% | 6.3% | +0.02% | 1 | 1 | 0 | 0 |
| CASY | Caseys Gen Stores Inc. |
3 |
<0.01% | 0.85% | −0.02% | 0 | 0 | 3 | 1 |
| SYY | Sysco Corp. |
7 |
0.06% | 0.84% | +0.02% | 1 | 2 | 3 | 0 |
| ADM | Archer-Daniels-Midland Co. |
3 |
0.09% | 0.53% | +0.01% | 0 | 0 | 2 | 1 |
| ABEV | Ambev SA |
3 |
0.07% | 0.46% | +0.01% | 0 | 3 | 0 | 0 |
| FMX | Fomento Economico Mexicano S |
2 |
0.11% | 1.1% | +0.01% | 0 | 1 | 1 | 0 |
| MICC | Magnum Ice Cream Co. NV |
6 |
0.03% | 0.42% | +0.01% | 2 | 3 | 1 | 0 |
| WMT | Walmart Inc. |
10 |
0.07% | 0.97% | +0.01% | 0 | 2 | 7 | 2 |
| KDP | Keurig Dr Pepper Inc. |
3 |
0.17% | 1.1% | +0.01% | 1 | 2 | 0 | 0 |
| CL | Colgate Palmolive Co. |
9 |
0.05% | 0.30% | +0.01% | 1 | — | — | 1 |
| CHD | Church & Dwight Co. Inc. |
2 |
0.04% | 2.4% | +0.00% | 0 | 0 | 1 | 0 |
| KVUE | Kenvue Inc. |
5 |
0.04% | 2.6% | −0.00% | 1 | 2 | 1 | 3 |
| MDLZ | Mondelez Intl Inc. |
6 |
0.04% | 1.3% | +0.00% | 0 | 3 | 1 | 1 |
| DAR | Darling Ingredients Inc. |
2 |
<0.01% | 0.61% | −0.00% | 0 | 1 | 1 | 1 |
| TAP | Molson Coors Beverage Co. |
5 |
0.06% | 0.81% | −0.00% | 0 | 3 | 1 | 0 |
| FRPT | Freshpet Inc. |
2 |
<0.01% | 0.10% | −0.00% | 1 | 1 | 0 | 2 |
| PG | Procter & Gamble Co. |
12 |
0.14% | 1.4% | +0.00% | 0 | 3 | 9 | 1 |
| CLX | Clorox Co. Del |
7 |
<0.01% | 0.12% | −0.00% | 3 | 1 | 2 | 0 |
| OFRM | Once Upon A Farm Pbc |
4 |
<0.01% | 0.03% | +0.00% | 4 | 0 | 0 | 0 |
| COST | Costco Wholesale Corp. |
12 |
0.01% | 2.0% | +0.00% | 1 | 2 | 4 | 2 |
| DEO | Diageo PLC |
10 |
0.01% | 0.37% | −0.00% | 1 | — | — | 3 |
| SJM | Smucker J M Co. |
3 |
0.01% | 0.68% | +0.00% | 0 | 2 | 0 | 0 |
| ARKO | Arko Corp. |
1 |
<0.01% | 1.8% | +0.00% | 0 | 0 | 0 | 0 |
| MNST | Monster Beverage Corp. New |
1 |
0.01% | 2.1% | −0.00% | 0 | 0 | 1 | 1 |
| BRBR | Bellring Brands, Inc. |
1 |
<0.01% | 0.32% | +0.00% | 1 | 0 | 0 | 0 |
| ACI | Albertsons Cos Inc. |
2 |
0.01% | 4.3% | +0.00% | 0 | 1 | 1 | 0 |
| BG | Bunge Global SA |
3 |
<0.01% | 0.20% | +0.00% | 1 | 0 | 2 | 0 |
| SMPL | Simply Good Foods CO/THE |
1 |
<0.01% | 0.26% | +0.00% | 1 | 0 | 0 | 0 |
| KN | Knowles Corp. |
1 |
<0.01% | 1.1% | +0.00% | 0 | 0 | 1 | 0 |
| HSY | Hershey Foods |
5 |
<0.01% | 0.60% | +0.00% | 0 | 3 | 2 | 0 |
| CCU | Compania Cervecerias Unidas |
1 |
0.01% | 0.24% | −0.00% | 0 | 1 | 0 | 0 |
| DOLE | Dole PLC |
3 |
<0.01% | 2.7% | +0.00% | 1 | 0 | 1 | 0 |
| SFM | Sprouts Fmrs Mkt Inc. |
3 |
<0.01% | 5.5% | +0.00% | 1 | 2 | 0 | 1 |
| MGPI | Mgp Ingredients Inc. New |
1 |
<0.01% | 0.13% | −0.00% | 0 | 0 | 1 | 1 |
| EL | Lauder Estee Cos Inc. |
3 |
<0.01% | 1.2% | −0.00% | 0 | 0 | 2 | 1 |
| HRL | Hormel Foods Corp. |
4 |
<0.01% | 0.25% | −0.00% | 1 | 0 | 2 | 0 |
| SONO | Sonos Inc. |
1 |
<0.01% | 0.01% | +0.00% | 0 | 1 | 0 | 0 |
| DLTR | Dollar Tree Inc. |
1 |
<0.01% | 6.7% | −0.00% | 0 | 1 | 0 | 0 |
| MO | Altria Group Inc. |
7 |
<0.01% | 0.04% | +0.00% | 0 | 3 | 2 | 0 |
| BRCC | Brc Inc. |
1 |
<0.01% | 3.6% | −0.00% | 0 | 0 | 0 | 0 |
| VITL | Vital Farms Inc. |
1 |
<0.01% | <0.01% | −0.00% | 0 | 1 | 0 | 1 |
| BUD | Anheuser-Busch Inbev SA/NV |
5 |
0.15% | 0.44% | +0.00% | 0 | — | — | 1 |
| MAMA | Mamas Creations Inc. |
2 |
<0.01% | 0.02% | +0.00% | 0 | 1 | 1 | 0 |
| WMK | Weis Mkts Inc. |
1 |
<0.01% | <0.01% | −0.00% | 0 | 0 | 1 | 0 |
| SAM | Boston Beer Inc. |
1 |
<0.01% | 1.3% | −0.00% | 0 | 0 | 1 | 1 |
| CELH | Celsius Hldgs Inc. |
2 |
<0.01% | 0.03% | −0.00% | 1 | 0 | 0 | 1 |
| MKC | Mccormick & Co. Inc. |
3 |
<0.01% | 0.03% | +0.00% | 1 | 0 | 1 | 1 |
| CPB | The Campbells Company |
3 |
<0.01% | 0.86% | −0.00% | 0 | 1 | 0 | 1 |
| KMB | Kimberly-Clark Corp. |
4 |
<0.01% | 0.14% | +0.00% | 1 | 1 | 2 | 0 |
| GO | Grocery Outlet Hldg Corp. |
1 |
<0.01% | <0.01% | −0.00% | 0 | 0 | 1 | 0 |
| BF.B | Brown Forman Corp. |
5 |
<0.01% | 0.98% | +0.00% | 0 | 1 | 2 | 0 |
| GIS | General Mills Inc. |
6 |
<0.01% | 0.10% | −0.00% | 1 | 1 | 2 | 0 |
| COCO | Vita Coco Co. Inc. |
1 |
<0.01% | 0.04% | +0.00% | 0 | 1 | 0 | 0 |
| BYND | Beyond Meat Inc. |
2 |
<0.01% | <0.01% | +0.00% | 1 | 0 | 0 | 0 |
| CAG | Conagra Brands Inc. |
2 |
<0.01% | 0.82% | −0.00% | 0 | 1 | 1 | 0 |
| CALM | Cal Maine Foods Inc. |
1 |
<0.01% | 1.3% | +0.00% | 0 | 0 | 0 | 0 |
| UTZ | Utz Brands Inc. |
1 |
<0.01% | 0.01% | +0.00% | 0 | 1 | 0 | 0 |