MBB PUBLIC MARKETS I LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AER | 1.13M | $137.14M |
 | PGR | 746K | $184.12M |
 | EQT | 617K | $33.56M |
 | KYTX | 614K | $3.69M |
 | TECK | 563K | $24.72M |
 | AMZN | 439K | $96.43M |
 | BG | 381K | $30.94M |
 | FERG | 293K | $65.75M |
 | FCX | 222K | $8.69M |
 | GOOGL | 158K | $38.41M |
 | AVGO | 75K | $24.69M |
 | AMGN | 70K | $19.70M |
 | CCJ | 51K | $4.27M |
 | MSFT | 51K | $26.38M |
 | VMD | 23K | $158.78K |
 | PSKY | 22K | $416.07K |
 | HLMN | 22K | $198.75K |
 | JBI | 20K | $195.50K |
 | AHCO | 18K | $162.28K |
 | GTX | 16K | $214.76K |
AerCap Holdings N.V.
AER
Shares Held
1.13M
Value
$137.14M
The Progressive Corporation
PGR
Shares Held
746K
Value
$184.12M
EQT Corporation
EQT
Shares Held
617K
Value
$33.56M
Kyverna Therapeutics, Inc.
KYTX
Shares Held
614K
Value
$3.69M
Teck Resources Limited
TECK
Shares Held
563K
Value
$24.72M
Amazon.com, Inc.
AMZN
Shares Held
439K
Value
$96.43M
Bunge Global S.A.
BG
Shares Held
381K
Value
$30.94M
Ferguson plc
FERG
Shares Held
293K
Value
$65.75M
Freeport-McMoRan Inc.
FCX
Shares Held
222K
Value
$8.69M
Alphabet Inc.
GOOGL
Shares Held
158K
Value
$38.41M
Broadcom Inc.
AVGO
Shares Held
75K
Value
$24.69M
Amgen Inc.
AMGN
Shares Held
70K
Value
$19.70M
Cameco Corporation
CCJ
Shares Held
51K
Value
$4.27M
Microsoft Corporation
MSFT
Shares Held
51K
Value
$26.38M
Viemed Healthcare, Inc.
VMD
Shares Held
23K
Value
$158.78K
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
22K
Value
$416.07K
Hillman Solutions Corp.
HLMN
Shares Held
22K
Value
$198.75K
Janus International Group, Inc.
JBI
Shares Held
20K
Value
$195.50K
AdaptHealth Corp.
AHCO
Shares Held
18K
Value
$162.28K
Garrett Motion Inc.
GTX
Shares Held
16K
Value
$214.76K