Investor
Loews Corp
CIK 0000060086 · filed 2026-05-15 · SEC filing
13F book
$11.9B
Positions
25
6 new · 7 sold
Largest name
95.9%
Cna Finl Corp
Est. mark
−$484.5M
Price effect on 19 names still held. Flow $95.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Cna Finl Corp | — | 248.4M | $11.4B | 95.9% | −$452.1M | Held |
| Builders FirstSource, Inc. | BLDR | 740K | $60.9M | 0.5% | −$5.76M | Added$32.1M |
| Atlassian Corp | TEAM | 740K | $50.5M | 0.4% | −$9.39M | Added$34.3M |
| Meta Platforms, Inc. | META | 58.5K | $33.5M | 0.3% | −$2.99M | Added$11M |
| Amazon Com Inc | AMZN | 140K | $29.2M | 0.2% | — | New |
| Amcor Plc Com New | — | 641K | $25.5M | 0.2% | — | New |
| Jbs N.V. | JBS | 1.33M | $23.9M | 0.2% | $4.71M | Held |
| Alphabet Inc | — | 83K | $23.9M | 0.2% | −$1.6M | Added$4.15M |
| Capital One Finl Corp | — | 130K | $23.7M | 0.2% | −$3.9M | Added$7.96M |
| Nrg Energy, Inc. | NRG | 150K | $21.9M | 0.2% | −$655K | Added$14M |
| Uber Technologies, Inc | UBER | 300K | $21.6M | 0.2% | −$1.37M | Added$10.1M |
| Omnicom Group Inc. | OMC | 280K | $21.1M | 0.2% | — | New |
| Sunbelt Rentals Holdings, Inc. | SUNB | 320K | $20.8M | 0.2% | — | New |
| Brookfield Corp | — | 435K | $17.6M | 0.1% | −$1.76M | Added$2.69M |
| Ingredion Inc | INGR | 155K | $17.5M | 0.1% | $336K | Added$2.03M |
| Avantor, Inc. | AVTR | 2M | $15.7M | 0.1% | −$3.62M | Added$4.22M |
| Ally Finl Inc | — | 360K | $14.1M | 0.1% | −$2.18M | Held |
| Elevance Health Inc Formerly | — | 48K | $14.1M | 0.1% | −$2.08M | Added$1.43M |
| Hp Inc | HPQ | 550K | $10.6M | 0.1% | −$614K | Added$6.11M |
| Vistra Corp. | VST | 70K | $10.5M | 0.1% | — | New |
| Comcast Corp New | — | 320K | $9.19M | 0.1% | −$377.6K | Cut−$3.96M |
| Jbg Smith Pptys | — | 496.5K | $7.25M | 0.1% | −$1.19M | Held |
| Olin Corp | OLN | 200K | $5.95M | 0.1% | $1.78M | Held |
| United Parks & Resorts Inc. | PRKS | 100K | $3.27M | 0.0% | — | New |
| Magnera Corp | MAGN | 300K | $2.85M | 0.0% | −$1.69M | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.