Arkolith/Funds/Fidelity National Financial, Inc.

Fidelity National Financial, Inc.

CIK 1331875Hedge fund
Holdings as of Mar 31, 2026·disclosed May 8, 2026·~38-day 13F lag·13F-HR
Active Filer

Fidelity National Financial, Inc. holds a concentrated book of 20 stocks worth $2.7B as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened Meta Platforms Inc-Class A. Their largest long position is F&G Annuities & Life Inc at 88% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
4
new positions
Added to
2
existing
Trimmed
0
reduced
Sold out
4
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
93%
Top 10 holdings
96%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Financials
89%
Consumer Staples
2%
Industrials
2%
ETF / fund or unclassified
2%
Information Technology
2%
Real Estate
1%
Health Care
1%
Materials
1%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

20 positions
#SecurityValueShares% PortLast moveHistory
1F&G Annuities and Life Inc
COMMON STOCK
$2.4B94.66M
88.3%
Held
2Crescent Cap BDC Inc
COM
$51.1M4.21M
1.9%
Held
3Vici Pptys Inc
COM
$27.3M1.00M
1.0%
Held
4Textron Inc
COM
$26.3M300.0K
1.0%
Held
5Pepsico Inc
COM
$23.3M150.0K
0.9%
Held
6Meta Platforms Inc
CL A
$20.9M36.5K
0.8%
New
New position
7Amgen Inc
COM
$15.8M45.0K
0.6%
New
New position
8Paysafe Limited
SHS
$15.3M2.25M
0.6%
Held
9Oracle Corp
COM
$15.3M104.0K
0.6%
+39%
Added · +29K sh
10Procter and Gamble Co
COM
$15.2M105.0K
0.6%
+200%
Added · +70K sh
11Albertsons Cos Inc
COMMON STOCK
$15.0M880.0K
0.6%
New
New position
12Hormel Foods Corp
COM
$14.9M660.0K
0.6%
Held
13Keurig Dr Pepper Inc
COM
$14.4M548.0K
0.5%
Held
14Amcor PLC
COM NEW
$14.1M355.3K
0.5%
New
New position
15Price T Rowe Group Inc
COM
$13.3M148.0K
0.5%
Held
16Alight Inc
COM CL A
$13.0M22.30M
0.5%
Held
17Blackstone Inc
COM
$12.1M105.0K
0.4%
Held
18Diebold Nixdorf Inc
COM SHS
$7.8M102.8K
0.3%
Held
19United Homes Group Inc
CL A
$3.2M2.80M
0.1%
Held
20Century Casinos Inc
COM
$261K187.5K
0.0%
Held
Showing all 20 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 8, 202621$2.7B13F-HR
Q4 2025Dec 31, 2025Feb 11, 202622$3.3B13F-HR
Q3 2025Sep 30, 2025Nov 10, 202515$3.8B13F-HR
Q2 2025Jun 30, 2025Aug 12, 202514$4.0B13F-HR
Q1 2025Mar 31, 2025May 8, 202515$4.5B13F-HR
Q4 2024Dec 31, 2024Feb 13, 202517$5.0B13F-HR
Q3 2024Sep 30, 2024Nov 8, 202419$5.4B13F-HR
Q2 2024Jun 30, 2024Aug 8, 202421$5.9B13F-HR
Q1 2024Mar 31, 2024May 9, 202425$5.0B13F-HR
Q4 2023Dec 31, 2023Feb 9, 202427$5.6B13F-HR
Q3 2023Sep 30, 2023Nov 9, 202332$3.6B13F-HR
Q2 2023Jun 30, 2023Aug 10, 202334$3.3B13F-HR
Q1 2023Mar 31, 2023Jun 7, 202334$2.6B13F-HR/A
Q4 2022Dec 31, 2022Feb 13, 202334$2.8B13F-HR
Q3 2022Sep 30, 2022Nov 10, 202234$653.1M13F-HR
Q2 2022Jun 30, 2022Aug 8, 202234$700.5M13F-HR
Q1 2022Mar 31, 2022May 16, 202235$1.0B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202236$1.2B13F-HR
Q3 2021Sep 30, 2021Nov 12, 202135$1.3B13F-HR
Q2 2021Jun 30, 2021Aug 11, 202131$1.4B13F-HR
Q1 2021Mar 31, 2021May 14, 202132$1.4B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202131$791.3M13F-HR
Q3 2020Sep 30, 2020Nov 12, 202031$687.6M13F-HR
Amended / restated
  • Q1 2023 · filed May 10, 202313F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.