Bennett Selby Investments LP holds a focused book of 85 reported positions worth $312.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened Mercadolibre Inc and trimmed Marsh & McLennan Cos. Their largest long position is Alphabet Inc-CL C at 16% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
+2 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Bennett Selby Investments LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 12 / 80 | $644.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 44 / 80 | $1.0B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Uhlmann Price Securities, LLC | 28 / 80 | $2.4B |
| New World Advisors LLC | 36 / 80 | $528.8M |
| Ketron Financial | 20 / 80 | $286.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Bennett Selby Investments LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL C | $51.3M | 145.2K | 16.4% | ▲+0.2% Added · +323 sh | |
| 2 | Apple Inc COM | $43.5M | 150.3K | 13.9% | ▲+0.1% Added · +111 sh | |
| 3 | Visa Inc COM CL A | $21.1M | 61.4K | 6.7% | ▲+1.3% Added · +802 sh | |
| 4 | Meta Platforms Inc CL A | $20.3M | 36.1K | 6.5% | ▲+1.7% Added · +599 sh | |
| 5 | Booking Holdings Inc COM | $18.5M | 103.7K | 5.9% | ▲25× Added · +100K sh | |
| 6 | Berkshire Hathaway Inc Del CL B NEW | $12.6M | 25.2K | 4.0% | ▲+1.9% Added · +476 sh | |
| 7 | Nvidia Corporation COM | $12.6M | 62.9K | 4.0% | ▲+15% Added · +8K sh | |
| 8 | Mastercard Incorporated CL A | $11.0M | 21.4K | 3.5% | ▲+5.2% Added · +1K sh | |
| 9 | Amazon Com Inc COM | $9.1M | 38.1K | 2.9% | ▲+3.3% Added · +1K sh | |
| 10 | Uber Technologies Inc COM | $7.5M | 104.4K | 2.4% | ▲+4.2% Added · +4K sh | |
| 11 | Floor & Decor Hldgs Inc CL A | $7.5M | 126.6K | 2.4% | ▲+3.6% Added · +4K sh | |
| 12 | Microsoft Corp COM | $7.2M | 19.4K | 2.3% | ▲+1.0% Added · +194 sh | |
| 13 | Marsh & McLennan Cos Inc COM | $6.0M | 35.9K | 1.9% | ▼−6.2% Reduced · −2K sh | |
| 14 | State STR SPDR S&P 500 ETF T TR UNIT | $5.2M | 7.0K | 1.7% | ▲+1.6% Added · +114 sh | |
| 15 | Johnson & Johnson COM | $4.6M | 18.2K | 1.5% | ▼−0.2% Reduced · −31 sh | |
| 16 | Netflix Inc. COM | $4.4M | 61.8K | 1.4% | ▲+1.0% Added · +622 sh | |
| 17 | Dominos Pizza Inc COM | $3.3M | 11.0K | 1.0% | ▼−7.3% Reduced · −869 sh | |
| 18 | Trex Inc COM | $3.0M | 59.4K | 0.9% | ▼−3.0% Reduced · −2K sh | |
| 19 | Eli Lilly & Co COM | $2.9M | 2.5K | 0.9% | ▲+1.6% Added · +39 sh | |
| 20 | Starbucks Corp COM | $2.9M | 28.7K | 0.9% | ▼−11% Reduced · −3K sh | |
| 21 | JPMorgan Chase & Co COM | $2.9M | 8.8K | 0.9% | ▲+0.4% Added · +39 sh | |
| 22 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.8M | 5.8K | 0.9% | ▲+2.2% Added · +125 sh | |
| 23 | Wells Fargo & Co COM | $2.8M | 33.3K | 0.9% | ▲+0.3% Added · +98 sh | |
| 24 | Graco Inc COM | $2.5M | 33.2K | 0.8% | ▼−7.7% Reduced · −3K sh | |
| 25 | Costco Wholesale Corporation COM | $2.3M | 2.4K | 0.7% | ▲+1.7% Added · +40 sh | |
| 26 | Kinsale Cap Group Inc COM | $2.2M | 6.5K | 0.7% | ▲+23% Added · +1K sh | |
| 27 | Union Pac Corp COM | $2.1M | 7.5K | 0.7% | ▲+0.5% Added · +34 sh | |
| 28 | Ferrari N V COM | $1.9M | 5.2K | 0.6% | ▲+41% Added · +2K sh | |
| 29 | Restaurant Brands Intl Inc COM | $1.8M | 24.8K | 0.6% | —Held | |
| 30 | Novo-Nordisk A S ADR | $1.7M | 35.0K | 0.5% | ▼−2.0% Reduced · −729 sh | |
| 31 | Celsius Hldgs Inc COM NEW | $1.5M | 49.6K | 0.5% | ▼−12% Reduced · −7K sh | |
| 32 | Msci Inc COM | $1.4M | 2.6K | 0.5% | ▲~0% Added · +1 sh | |
| 33 | Invesco QQQ TR UNIT SER 1 | $1.4M | 1.9K | 0.5% | ▲+13% Added · +230 sh | |
| 34 | McDonalds Corp COM | $1.4M | 5.1K | 0.4% | ▼−0.8% Reduced · −43 sh | |
| 35 | On Hldg AG NAMEN AKT A | $1.3M | 37.6K | 0.4% | ▲+3.0% Added · +1K sh | |
| 36 | NVR Inc COM | $1.2M | 180 | 0.4% | ▲+1.7% Added · +3 sh | |
| 37 | TJX Cos Inc New COM | $1.2M | 8.0K | 0.4% | —Held | |
| 38 | Vanguard Index FDS TOTAL STK MKT | $1.2M | 3.1K | 0.4% | —Held | |
| 39 | Kla Corp COM NEW | $1.1M | 3.8K | 0.4% | ▲10× Added · +3K sh | |
| 40 | Verisign Inc COM | $1.1M | 4.5K | 0.4% | ▼−2.1% Reduced · −100 sh | |
| 41 | Coca Cola Co COM | $1.1M | 13.5K | 0.4% | —Held | |
| 42 | Ishares TR CORE S&P500 ETF | $1.1M | 1.4K | 0.3% | —Held | |
| 43 | Bank Of Amer Corp COM | $1.1M | 18.4K | 0.3% | ▲+0.5% Added · +93 sh | |
| 44 | Broadcom Inc COM | $1.0M | 2.7K | 0.3% | ▲+2.5% Added · +66 sh | |
| 45 | Monster Beverage Corp New COM | $961K | 10.0K | 0.3% | —Held | |
| 46 | Home Depot Inc COM | $931K | 2.6K | 0.3% | ▲+2.7% Added · +69 sh | |
| 47 | Transdigm Group Inc COM | $914K | 686 | 0.3% | ▲+2.8% Added · +19 sh | |
| 48 | Nike Inc CL B | $874K | 21.3K | 0.3% | ▼−49% Reduced · −20K sh | |
| 49 | Ishares TR CORE S&P US GWT | $862K | 4.6K | 0.3% | —Held | |
| 50 | Lowes Cos Inc COM | $834K | 3.8K | 0.3% | ▼−1.3% Reduced · −50 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show BENNETT SELBY INVESTMENTS LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 85 | $312.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 81 | $284.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 8, 2026 | 8d | 84 | $310.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 8d | 80 | $302.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 76 | $281.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 14d | 75 | $253.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 21d | 74 | $252.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 10d | 75 | $237.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.