Madison Investment Holdings Inc 13F 持仓 · 最近申报 2019年Q3
Madison Investment Holdings 在 2019年Q3(报告期截至 2019-09-30)的 SEC 13F 申报中报告了 283 只证券,申报市值合计 61.56 亿美元。前几大持仓:DLTR(2.26%)、KMX(2.23%)、BN(2.15%)。本季前 25 大持仓中:增持 22 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DLTR | Dollar Tree Inc. | $139.4M | 2.26% | 1.2M | 增持 |
| 2 | KMX | CarMax Inc | $137.6M | 2.23% | 1.6M | 增持 |
| 3 | BN | Brookfield Asset Management In | $132.5M | 2.15% | 2.5M | 增持 |
| 4 | VCSH | Vanguard Short-Term Corporate | $130.0M | 2.11% | 1.6M | 增持 |
| 5 | USB | U.S. Bancorp | $117.7M | 1.91% | 2.1M | 增持 |
| 6 | SCHR | Schwab Intermediate-Term U.S. | $113.4M | 1.84% | 2.0M | 减持 |
| 7 | CDW | CDW Corp/DE | $111.8M | 1.82% | 907,287 | 增持 |
| 8 | CPRT | Copart Inc | $108.6M | 1.76% | 1.4M | 增持 |
| 9 | ACGL | Arch Capital Group Ltd | $101.0M | 1.64% | 2.4M | 增持 |
| 10 | J | Jacobs Engineering Group Inc | $97.9M | 1.59% | 1.1M | 减持 |
| 11 | PGR | Progressive Corp | $93.8M | 1.52% | 1.2M | 增持 |
| 12 | LOW | Lowe's Cos Inc | $91.7M | 1.49% | 833,811 | 增持 |
| 13 | EFAV | iShares Edge MSCI Min Vol EAFE | $89.5M | 1.45% | 1.2M | 增持 |
| 14 | GOOG | Alphabet Inc - C | $87.4M | 1.42% | 71,664 | 增持 |
| 15 | TEL | TE Connectivity Ltd | $87.7M | 1.42% | 941,157 | 增持 |
| 16 | BRKB | Berkshire Hathaway Inc | $84.1M | 1.37% | 404,095 | 增持 |
| 17 | LBRDK | Liberty Broadband Corp | $79.9M | 1.30% | 763,566 | 增持 |
| 18 | MKL | Markel Corp | $78.5M | 1.28% | 66,408 | 增持 |
| 19 | TJX | TJX Cos Inc | $78.7M | 1.28% | 1.4M | 增持 |
| 20 | NVS | Novartis AG - ADR | $76.6M | 1.24% | 881,421 | 增持 |
| 21 | VEU | Vanguard FTSE All-World ex-US | $75.4M | 1.23% | 1.5M | 减持 |
| 22 | PPG | PPG Industries Inc | $75.0M | 1.22% | 632,982 | 增持 |
| 23 | SPY | SPDR S&P 500 ETF Trust | $72.9M | 1.18% | 245,622 | 增持 |
| 24 | LIN | Linde PLC | $72.0M | 1.17% | 371,740 | 增持 |
| 25 | FAST | Fastenal Co | $69.3M | 1.13% | 2.1M | 增持 |
来源:SEC 13F 申报文件 · 截至 2019-09-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR