Venator Management LLC

CIK 1838211 · View on SEC EDGAR ↗

Portfolio value
$444.0M
#4,100 of 9,443 by 13F value · top 43.4%
Positions
27
As of
June 30, 2026

Portfolio value QoQ: +6.8% 13F does not disclose cash

Top 10 holdings weight
84.02%
Top 25 holdings weight
99.90%
Positions above 1%
16
Effective number of positions
10.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 5.75% Est. buys $24,701,967 · sells $32,606,370

Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 62.8% still held

New positions
2
Increased
10
Decreased
11
Closed
3
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+11.3%
S&P 500 total return (same window)
+28.1%
Excess return
-16.8%

Annualized: +7.4% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 96.7% · Options excluded: 0.0%

Sector breakdown

Communication Services
39.3%
Financial Services
17.3%
Retail
12.3%
Financials
8.5%
Industrials
7.4%
Technology
5.4%
Consumer products
4.5%
Health Care
1.5%
Consumer Discretionary
1.1%
Telecommunication
0.2%
Other/Unmapped
2.5%

Full portfolio 27 positions

Type Streak 8Q trend
GOOG Alphabet Inc. - Class C Capital Stock $79,568,149 17.92% 225,195 $15,127,919 Up ×1
AMZN Amazon.com, Inc. - Common Stock $54,828,210 12.35% 230,042 $6,263,395 Down ×1
V Visa Inc. $53,096,729 11.96% 154,760 $8,028,105 Up ×4
GOOGL Alphabet Inc. - Class A Common Stock $50,424,550 11.36% 141,099 $9,934,952 Up ×1
NFLX Netflix, Inc. - Common Stock $29,893,395 6.73% 418,675 $-7,270,984 Up ×4
UBER Uber Technologies, Inc. Common Stock $24,550,636 5.53% 340,225 $225,349 Up ×1
INTU Intuit Inc. - Common Stock $23,857,488 5.37% 91,408 $7,022,340 Up ×1
BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock $20,555,510 4.63% 773,345 $3,588,321
NVR NVR, Inc. Common Stock $19,867,874 4.47% 2,916 $810,086 Up ×1
JPM JP Morgan Chase & Co. Common Stock $16,453,897 3.71% 50,267 $1,682,653 Up ×1
META Meta Platforms, Inc. - Class A Common Stock $14,644,977 3.30% 25,999 $-2,204,252 Down ×4
COF Capital One Financial Corporation Common Stock $12,712,286 2.86% 63,365 $-1,150,570 Down ×1
BRKB $9,077,575 2.04% 18,141 $416,035 Up ×1
TTAM Titan America SA Common Shares $8,449,435 1.90% 452,810 $427,495 Down ×1
FISV Fiserv, Inc. - Common Stock $6,359,823 1.43% 129,660 $-2,733,624 Down ×1
SPGI S&P Global Inc. Common Stock $4,569,864 1.03% 11,221 $3,506,514 Up ×1
SBUX Starbucks Corporation - Common Stock $2,963,510 0.67% 29,000 $-4,537,413 Down ×2
UNH UnitedHealth Group Incorporated Common Stock (DE) $2,520,796 0.57% 6,065 $-3,673,009 Down ×3
COO The Cooper Companies, Inc. - Common Stock $2,330,575 0.52% 32,500
DECK Deckers Outdoor Corporation Common Stock $1,985,800 0.45% 20,000 $-266,225 Down ×1
ELV Elevance Health, Inc. Common Stock $1,732,550 0.39% 4,480 $-4,293,709 Down ×2
BRKA $1,497,700 0.34% 2 $61,420
TMUS T-Mobile US, Inc. - Common Stock $729,625 0.16% 4,350 $-236,513 Down ×3
WFCPRL $636,350 0.14% 550 $1,100
MRSH Marsh Common Stock $300,006 0.07% 1,800 $-220,344 Down ×1
AJG Arthur J. Gallagher & Co. Common Stock $229,570 0.05% 1,000 Up ×1
BRO Brown & Brown, Inc. Common Stock $205,280 0.05% 3,200 $-3,392

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
V $53,096,729 11.96% up ×4
NFLX $29,893,395 6.73% up ×4

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
COO $2,330,575 32,500 0.52%
AJG $229,570 1,000 0.05%

Top movers (QoQ)

Security Action Shares Δ Value Δ
GOOG Bought more +555 +$15.1M
GOOGL Bought more +295 +$9.9M
V Bought more +6K +$8.0M
NFLX Bought more +32K -$7.3M
INTU Bought more +52K +$7.0M
AMZN Trimmed -3K +$6.3M
SBUX Trimmed -55K -$4.5M
ELV Trimmed -16K -$4.3M
UNH Trimmed -17K -$3.7M
BWIN Price move only +0 +$3.6M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
STZ June 30, 2025 29,453 $5,405,215 -18.7%
SATS March 31, 2026 31,000 $3,369,700 No longer tracked
CZR June 30, 2026 88,725 $2,345,002 -1.9%
XPEL Sept. 30, 2025 50,000 $1,795,000 52.5%
TSVT March 31, 2025 575,000 $1,690,500 No longer tracked
FCNCA June 30, 2026 686 $1,292,877 4.3%
ABNB June 30, 2026 10,000 $1,262,800 30.1%
APO June 30, 2025 7,640 $1,046,222 -6.4%
TMO Dec. 31, 2025 1,797 $871,581 6.9%
EADSY March 31, 2026 9,300 $538,656 No longer tracked
COO Dec. 31, 2025 7,500 $514,200 -6.3%
OSCR Dec. 31, 2025 25,000 $473,250 128.7%
LBRDK March 31, 2025 5,075 $379,407 -54.8%
LBRDA March 31, 2025 4,930 $366,595 -54.8%
CHTR March 31, 2025 1,000 $342,770 -58.5%
PGR March 31, 2026 1,200 $273,144 10.9%
NNI March 31, 2025 2,000 $213,620 14.1%