ERSTE ASSET MANAGEMENT GMBH
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NUE | 3K | $375.44K |
 | CAH | 3K | $420.43K |
 | HCA | 3K | $1.05M |
 | APO | 2K | $343.88K |
 | BAH | 2K | $230.02K |
 | VRSK | 2K | $576.42K |
 | NOC | 2K | $1.19M |
 | DASH | 2K | $530.83K |
 | STLD | 2K | $264.92K |
 | LYV | 2K | $312.12K |
 | MTB | 2K | $361.30K |
 | GD | 2K | $603.57K |
 | ROP | 2K | $879.18K |
 | DRI | 2K | $338.49K |
 | NSC | 2K | $516.85K |
 | EXPE | 2K | $378.18K |
 | FNF | 2K | $101.69K |
 | RMD | 2K | $446.42K |
 | AJG | 2K | $486.38K |
 | ROKU | 2K | $156.50K |
Nucor Corporation
NUE
Shares Held
3K
Value
$375.44K
Cardinal Health, Inc.
CAH
Shares Held
3K
Value
$420.43K
HCA Healthcare, Inc.
HCA
Shares Held
3K
Value
$1.05M
Apollo Global Management, Inc.
APO
Shares Held
2K
Value
$343.88K
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
2K
Value
$230.02K
Verisk Analytics, Inc.
VRSK
Shares Held
2K
Value
$576.42K
Northrop Grumman Corporation
NOC
Shares Held
2K
Value
$1.19M
DoorDash, Inc.
DASH
Shares Held
2K
Value
$530.83K
Steel Dynamics, Inc.
STLD
Shares Held
2K
Value
$264.92K
Live Nation Entertainment, Inc.
LYV
Shares Held
2K
Value
$312.12K
M&T Bank Corporation
MTB
Shares Held
2K
Value
$361.30K
General Dynamics Corporation
GD
Shares Held
2K
Value
$603.57K
Roper Technologies, Inc.
ROP
Shares Held
2K
Value
$879.18K
Darden Restaurants, Inc.
DRI
Shares Held
2K
Value
$338.49K
Norfolk Southern Corporation
NSC
Shares Held
2K
Value
$516.85K
Expedia Group, Inc.
EXPE
Shares Held
2K
Value
$378.18K
Fidelity National Financial, Inc.
FNF
Shares Held
2K
Value
$101.69K
ResMed Inc.
RMD
Shares Held
2K
Value
$446.42K
Arthur J. Gallagher & Co.
AJG
Shares Held
2K
Value
$486.38K
Roku, Inc.
ROKU
Shares Held
2K
Value
$156.50K