Bennett Selby Investments LP Portfolio Holdings

Bennett Selby Investments LP

  • $252 Million
  • Q4 2024

Bennett Selby Investments LP has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $252 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $37.4M, Alphabet Inc. with a value of $26.1M, Meta Platforms, Inc. with a value of $20.5M, Booking Holdings Inc. with a value of $19.6M, and Visa Inc. with a value of $17.3M.

Examining the 13F form we can see an increase of $14.4M in the current position value, from $238M to 252M.

Below you can find more details about Bennett Selby Investments LP portfolio as well as his latest detailed transactions.

Portfolio value $252 Million
Consumer Cyclical: $60.7 Million
Financial Services: $55.1 Million
Technology: $54.4 Million
Communication Services: $51.9 Million
Industrials: $12 Million
Healthcare: $7.09 Million
ETFs: $6.86 Million
Consumer Defensive: $3.78 Million
Other: $325,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.5T
$37.4 Million 14.82% of portfolio
149,194
Q4 2024 Reduced 0.45%
$950B
$26.1 Million 10.36% of portfolio
137,120
Q4 2024 Added 1.93%
$1.36T
$20.5 Million 8.11% of portfolio
34,672
Q4 2024 Added 0.19%
$184B
$19.6 Million 7.78% of portfolio
3,950
Q4 2024 Added 0.05%
$561B
$17.3 Million 6.86% of portfolio
54,774
Q4 2024 Added 0.42%
$8.53B
$11.4 Million 4.52% of portfolio
114,358
Q4 2024 Added 1.46%
$683B
$10.7 Million 4.24% of portfolio
23,591
Q4 2024 Added 0.48%
$516B
$9.86 Million 3.91% of portfolio
18,730
Q4 2024 Added 0.08%
$1.96T
$8.02 Million 3.18% of portfolio
36,534
Q4 2024 Added 0.43%
$2.82T
$7.95 Million 3.15% of portfolio
18,861
Q4 2024 Added 0.55%
$120B
$7.76 Million 3.08% of portfolio
36,537
Q4 2024 Added 0.13%
$15.8B
$5.84 Million 2.31% of portfolio
13,901
Q4 2024 Reduced 0.31%
$416B
$5.06 Million 2.01% of portfolio
5,679
Q4 2024 Added 0.3%
$113B
$3.77 Million 1.5% of portfolio
41,405
Q4 2024 Reduced 1.04%
$6.32B
$3.61 Million 1.43% of portfolio
52,299
Q4 2024 Added 0.67%
$273B
$3.14 Million 1.25% of portfolio
23,405
Q4 2024 Added 19.85%
$79.7B
$2.75 Million 1.09% of portfolio
36,391
Q4 2024 Added 82.93%
$0
$2.69 Million 1.07% of portfolio
4,589
Q4 2024 Added 0.04%
$428B
$2.52 Million 1.0% of portfolio
17,410
Q4 2024 Added 2.03%
$156B
$2.43 Million 0.96% of portfolio
28,225
Q4 2024 Added 7.93%
$268B
$2.29 Million 0.91% of portfolio
32,576
Q4 2024 Added 0.01%
$712B
$2.15 Million 0.85% of portfolio
8,966
Q4 2024 Added 0.66%
$12.5B
$1.89 Million 0.75% of portfolio
5,538
Q4 2024 Reduced 0.02%
$143B
$1.75 Million 0.7% of portfolio
7,690
Q4 2024 Reduced 0.93%
$19.8B
$1.69 Million 0.67% of portfolio
25,984
Q4 2024 Reduced 1.26%
$226B
$1.5 Million 0.59% of portfolio
5,174
Q4 2024 Added 0.72%
$44.7B
$1.36 Million 0.54% of portfolio
2,260
Q4 2024 Added 0.09%
$2.55B
$1.36 Million 0.54% of portfolio
51,645
Q4 2024 Added 392.61%
$13.1B
$1.23 Million 0.49% of portfolio
5,991
Q4 2024 Reduced 2.89%
$20.7B
$1.21 Million 0.48% of portfolio
10,686
Q4 2024 Reduced 1.87%
$12.4B
$1.2 Million 0.47% of portfolio
21,849
Q4 2024 Added 7.78%
$179B
$1.06 Million 0.42% of portfolio
2,383
Q4 2024 Added 0.13%
$26.6B
$980,000 0.39% of portfolio
4,739
Q3 2024 Reduced 1.7%
$142B
$935,000 0.37% of portfolio
3,791
Q4 2024 Added 0.21%
$192B
$926,000 0.37% of portfolio
2,635
Q4 2024 Added 0.42%
$137B
$922,000 0.37% of portfolio
7,639
Q4 2024 Added 0.01%
$0
$906,000 0.36% of portfolio
3,127
Q3 2023 Reduced 3.97%
$11.1B
$885,000 0.35% of portfolio
1,903
Q4 2024 Added 18.27%
$76.4B
$868,000 0.34% of portfolio
5,329
Q4 2024 Added 0.53%
$411B
$864,000 0.34% of portfolio
944
Q4 2024 Added 2.83%
$0
$828,000 0.33% of portfolio
1,408
Q1 2024 Added 1.88%
$367B
$818,000 0.32% of portfolio
2,104
Q4 2024 Added 4.16%
$331B
$774,000 0.31% of portfolio
17,626
Q4 2024 Reduced 0.03%
$304B
$783,000 0.31% of portfolio
12,578
Q4 2024 Added 2.22%
$74.7B
$760,000 0.3% of portfolio
600
Q4 2024 Added 50.75%
$5.94B
$764,000 0.3% of portfolio
14,405
Q4 2024 Added 400.0%
$0
$696,000 0.28% of portfolio
4,998
Q3 2024 Reduced 0.04%
$23.1B
$662,000 0.26% of portfolio
81
Q4 2024 Added 32.79%
$0
$607,000 0.24% of portfolio
13,443
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $252 Million
  • Prior Value $238 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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