MBB PUBLIC MARKETS I LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MDLN | 2.44M | $108.64M |
 | AER | 1.13M | $155.47M |
 | PGR | 891K | $176.54M |
 | AMZN | 681K | $141.89M |
 | KYTX | 614K | $5.30M |
 | FERG | 528K | $123.11M |
 | EQT | 475K | $30.23M |
 | TECK | 323K | $16.73M |
 | GOOGL | 90K | $25.88M |
 | BG | 77K | $9.85M |
 | VMD | 23K | $215.37K |
 | HLMN | 22K | $180.13K |
 | JBI | 20K | $102.01K |
 | AHCO | 18K | $215.77K |
 | GTX | 16K | $286.50K |
 | IMXI | 14K | $224.03K |
 | AVGO | 10K | $3.10M |
 | ESI | 7K | $254.14K |
 | RUSHA | 3K | $211.49K |
 | IBP | 1K | $265.15K |
Medline Inc.
MDLN
Shares Held
2.44M
Value
$108.64M
AerCap Holdings N.V.
AER
Shares Held
1.13M
Value
$155.47M
The Progressive Corporation
PGR
Shares Held
891K
Value
$176.54M
Amazon.com, Inc.
AMZN
Shares Held
681K
Value
$141.89M
Kyverna Therapeutics, Inc.
KYTX
Shares Held
614K
Value
$5.30M
Ferguson plc
FERG
Shares Held
528K
Value
$123.11M
EQT Corporation
EQT
Shares Held
475K
Value
$30.23M
Teck Resources Limited
TECK
Shares Held
323K
Value
$16.73M
Alphabet Inc.
GOOGL
Shares Held
90K
Value
$25.88M
Bunge Global S.A.
BG
Shares Held
77K
Value
$9.85M
Viemed Healthcare, Inc.
VMD
Shares Held
23K
Value
$215.37K
Hillman Solutions Corp.
HLMN
Shares Held
22K
Value
$180.13K
Janus International Group, Inc.
JBI
Shares Held
20K
Value
$102.01K
AdaptHealth Corp.
AHCO
Shares Held
18K
Value
$215.77K
Garrett Motion Inc.
GTX
Shares Held
16K
Value
$286.50K
International Money Express, Inc.
IMXI
Shares Held
14K
Value
$224.03K
Broadcom Inc.
AVGO
Shares Held
10K
Value
$3.10M
Element Solutions Inc
ESI
Shares Held
7K
Value
$254.14K
Rush Enterprises, Inc.
RUSHA
Shares Held
3K
Value
$211.49K
Installed Building Products, Inc.
IBP
Shares Held
1K
Value
$265.15K