LEUTHOLD GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MDU | 16K | $281.68K |
 | MA | 16K | $8.89M |
 | NFLX | 15K | $17.92M |
 | YOU | 15K | $490.79K |
 | THG | 14K | $2.58M |
 | URI | 13K | $12.28M |
 | VRTX | 13K | $5.03M |
 | ZIM | 13K | $172.99K |
 | ONB | 12K | $272.53K |
 | UBS | 12K | $505.24K |
 | ORI | 12K | $501.19K |
 | ABG | 12K | $2.88M |
 | RCL | 11K | $3.61M |
 | AMKR | 11K | $311.86K |
 | PLAB | 11K | $249.47K |
 | EQNR | 10K | $237.07K |
 | SU | 10K | $403.59K |
 | UGI | 9K | $314.44K |
 | DAL | 9K | $508.99K |
 | GM | 8K | $514.34K |
MDU Resources Group, Inc.
MDU
Shares Held
16K
Value
$281.68K
Mastercard Incorporated
MA
Shares Held
16K
Value
$8.89M
Netflix, Inc.
NFLX
Shares Held
15K
Value
$17.92M
Clear Secure, Inc.
YOU
Shares Held
15K
Value
$490.79K
The Hanover Insurance Group, Inc.
THG
Shares Held
14K
Value
$2.58M
United Rentals, Inc.
URI
Shares Held
13K
Value
$12.28M
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
13K
Value
$5.03M
ZIM Integrated Shipping Services Ltd.
ZIM
Shares Held
13K
Value
$172.99K
Old National Bancorp
ONB
Shares Held
12K
Value
$272.53K
UBS Group AG
UBS
Shares Held
12K
Value
$505.24K
Old Republic International Corporation
ORI
Shares Held
12K
Value
$501.19K
Asbury Automotive Group, Inc.
ABG
Shares Held
12K
Value
$2.88M
Royal Caribbean Cruises Ltd.
RCL
Shares Held
11K
Value
$3.61M
Amkor Technology, Inc.
AMKR
Shares Held
11K
Value
$311.86K
Photronics, Inc.
PLAB
Shares Held
11K
Value
$249.47K
Equinor ASA
EQNR
Shares Held
10K
Value
$237.07K
Suncor Energy Inc.
SU
Shares Held
10K
Value
$403.59K
UGI Corporation
UGI
Shares Held
9K
Value
$314.44K
Delta Air Lines, Inc.
DAL
Shares Held
9K
Value
$508.99K
General Motors Company
GM
Shares Held
8K
Value
$514.34K