MBB PUBLIC MARKETS I LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MDLN | 2.44M | $102.54M |
 | AER | 1.13M | $162.93M |
 | PGR | 866K | $197.10M |
 | AMZN | 636K | $146.77M |
 | EQT | 617K | $33.05M |
 | KYTX | 614K | $5.78M |
 | TECK | 563K | $26.97M |
 | FERG | 468K | $104.14M |
 | GOOGL | 158K | $49.45M |
 | BG | 101K | $8.98M |
 | FCX | 100K | $5.08M |
 | AVGO | 65K | $22.44M |
 | AMGN | 61K | $19.91M |
 | VMD | 23K | $173.74K |
 | HLMN | 22K | $187.49K |
 | JBI | 20K | $129.54K |
 | AHCO | 18K | $180.59K |
 | GTX | 16K | $274.84K |
 | IMXI | 14K | $217.79K |
 | WDC | 1K | $254.10K |
Medline Inc.
MDLN
Shares Held
2.44M
Value
$102.54M
AerCap Holdings N.V.
AER
Shares Held
1.13M
Value
$162.93M
The Progressive Corporation
PGR
Shares Held
866K
Value
$197.10M
Amazon.com, Inc.
AMZN
Shares Held
636K
Value
$146.77M
EQT Corporation
EQT
Shares Held
617K
Value
$33.05M
Kyverna Therapeutics, Inc.
KYTX
Shares Held
614K
Value
$5.78M
Teck Resources Limited
TECK
Shares Held
563K
Value
$26.97M
Ferguson plc
FERG
Shares Held
468K
Value
$104.14M
Alphabet Inc.
GOOGL
Shares Held
158K
Value
$49.45M
Bunge Global S.A.
BG
Shares Held
101K
Value
$8.98M
Freeport-McMoRan Inc.
FCX
Shares Held
100K
Value
$5.08M
Broadcom Inc.
AVGO
Shares Held
65K
Value
$22.44M
Amgen Inc.
AMGN
Shares Held
61K
Value
$19.91M
Viemed Healthcare, Inc.
VMD
Shares Held
23K
Value
$173.74K
Hillman Solutions Corp.
HLMN
Shares Held
22K
Value
$187.49K
Janus International Group, Inc.
JBI
Shares Held
20K
Value
$129.54K
AdaptHealth Corp.
AHCO
Shares Held
18K
Value
$180.59K
Garrett Motion Inc.
GTX
Shares Held
16K
Value
$274.84K
International Money Express, Inc.
IMXI
Shares Held
14K
Value
$217.79K
Western Digital Corporation
WDC
Shares Held
1K
Value
$254.10K