Loews Corp

Fundamental concentrated ★Signal financials specialist (96%) CIK 60086
League rank
#575
in Fundamental concentrated · #2983 overall
Long book
$11.89B
Q1 2026
Positions
25
Top-10 weight
98%
concentration
Last quarter
+12.5%
SPY +14.8%
Turnover
41%
of book per quarter

Strategy in plain words

auto-generated from filings

Loews Corp is a concentrated fundamental stock-picker, specialised in financials (96% of the long book), running a $11.89B US long book across 25 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: CNA FINANCIAL CORP, BUILDERS FIRSTSOURCE INC, ATLASSIAN CORP-CL A, META PLATFORMS INC-CLASS A, AMAZON.COM INC.

Over the last 9 quarters its long book ran on average 1.1pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+2.4%
Q2 2024
+7.1%
Q3 2024
-0.2%
Q4 2024
+10.3%
Q1 2025
-7.1%
Q2 2025
+0.8%
Q3 2025
+3.7%
Q4 2025
+0.9%
Q1 2026
+12.5%

Sector allocation

Financials
96%
Technology
1%
Consumer discretionary
1%
Services media
1%
Consumer staples
0%
Utilities
0%
Other
0%
Real estate
0%

Long book by quarter

$11.62B
Q1 2024
$11.83B
Q2 2024
$12.64B
Q3 2024
$12.37B
Q4 2024
$13.05B
Q1 2025
$12.05B
Q2 2025
$12.04B
Q3 2025
$12.28B
Q4 2025
$11.89B
Q1 2026

What does Loews Corp own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
CNA CNA FINANCIAL CORPFinancials248.4M$11.41B95.9%Held
BLDR BUILDERS FIRSTSOURCE INCConsumer discretionary740.0K$60.9M0.5%+164.3%
TEAM ATLASSIAN CORP-CL ATechnology740.0K$50.5M0.4%+640.0%
META META PLATFORMS INC-CLASS ATechnology58.5K$33.5M0.3%+72.1%
AMZN AMAZON.COM INCConsumer discretionary140.0K$29.2M0.2%New
AMCR AMCOR PLCOther641.0K$25.5M0.2%New
JBS JBS NV-AConsumer staples1.3M$23.9M0.2%Held
GOOGL ALPHABET INC-CL ATechnology83.0K$23.9M0.2%+31.7%
COF CAPITAL ONE FINANCIAL CORPFinancials130.0K$23.7M0.2%+100.0%
NRG NRG ENERGY INCUtilities150.0K$21.9M0.2%+200.0%
UBER UBER TECHNOLOGIES INCServices media300.0K$21.6M0.2%+114.3%
OMC OMNICOM GROUPServices media280.0K$21.1M0.2%New
SUNB SUNBELT RENTALS HOLDINGS INCServices media320.0K$20.8M0.2%New
BN BROOKFIELD CORPReal estate435.0K$17.6M0.1%+33.8%
INGR INGREDION INCConsumer staples155.0K$17.5M0.1%+10.7%
AVTR AVANTOR INCHealthcare2.0M$15.7M0.1%+100.0%
ALLY ALLY FINANCIAL INCFinancials360.0K$14.1M0.1%Held
ELV ELEVANCE HEALTH INCFinancials48.0K$14.1M0.1%+33.3%
HPQ HP INCTechnology550.0K$10.6M0.1%+175.0%
VST VISTRA CORPUtilities70.0K$10.5M0.1%New
CMCSA COMCAST CORP-CLASS ACommunications320.0K$9.2M0.1%-27.3%
OLN OLIN CORPMaterials200.0K$5.9M0.0%Held
PRKS UNITED PARKS & RESORTS INCServices media100.0K$3.3M0.0%New
MAGN MAGNERA CORPOther300.0K$2.9M0.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202626$11.89B canonicalSEC ↗
Q4 202513F-HRFeb 17, 202627$12.28B canonicalSEC ↗
Q3 202513F-HRNov 14, 202524$12.04B canonicalSEC ↗
Q2 202513F-HRAug 14, 202528$12.06B canonicalSEC ↗
Q1 202513F-HRMay 15, 202525$13.05B canonicalSEC ↗
Q4 202413F-HRFeb 14, 202521$12.37B canonicalSEC ↗
Q3 202413F-HRNov 14, 202418$12.64B canonicalSEC ↗
Q2 202413F-HRJul 29, 202419$11.83B canonicalSEC ↗
Q1 202413F-HRMay 6, 202419$11.62B canonicalSEC ↗