Sustainable Insight Capital Management, LLC
Long book
$297.7M
Q1 2026
Positions
86
Top-10 weight
54%
concentration
Last quarter
+19.7%
SPY +14.8%
Turnover
27%
of book per quarter
Strategy in plain words
auto-generated from filingsSustainable Insight Capital Management, LLC is a diversified fundamental manager, running a $297.7M US long book across 86 positions.
The portfolio is concentrated: the top 10 names carry 54% of the portfolio. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: APPLE INC, BROADCOM INC, NVIDIA CORP, AMAZON.COM INC, ELI LILLY & CO.
Over the last 9 quarters its long book ran on average 0.3pp per quarter behind the S&P 500, beating the index in 5 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
+4.8%
Q2 2024
+3.2%
Q3 2024
+1.7%
Q4 2024
-2.1%
Q1 2025
+11.4%
Q2 2025
+5.6%
Q3 2025
+3.0%
Q4 2025
-9.2%
Q1 2026
+19.7%
Sector allocation
Technology 48%
Industrials 15%
Financials 11%
Consumer discretionary 10%
Healthcare 7%
Services media 5%
Communications 2%
Consumer staples 1%
Long book by quarter
What does Sustainable Insight own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 128.0K | $32.5M | 10.9% | +35.9% |
| AVGO BROADCOM INC | Technology | 67.0K | $20.7M | 7.0% | +4.3% |
| NVDA NVIDIA CORP | Technology | 109.1K | $19.0M | 6.4% | +17.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 74.5K | $15.5M | 5.2% | +101.4% |
| LLY ELI LILLY & CO | Healthcare | 16.8K | $15.4M | 5.2% | +18.3% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 87.2K | $12.8M | 4.3% | -28.4% |
| MSFT MICROSOFT CORP | Technology | 33.9K | $12.5M | 4.2% | +15.5% |
| TSLA TESLA INC | Industrials | 30.6K | $11.4M | 3.8% | +66.8% |
| PANW PALO ALTO NETWORKS INC | Technology | 68.5K | $11.0M | 3.7% | -41.8% |
| GOOGL ALPHABET INC-CL A | Technology | 36.2K | $10.4M | 3.5% | +52.1% |
| GOOG ALPHABET INC-CL C | Technology | 29.0K | $8.3M | 2.8% | +51.0% |
| MSCI MSCI INC | Services media | 11.1K | $6.0M | 2.0% | -19.3% |
| MRSH MARSH & MCLENNAN COS | Financials | 33.8K | $5.9M | 2.0% | -21.2% |
| HUM HUMANA INC | Financials | 30.8K | $5.3M | 1.8% | +24.4% |
| TMUS T-MOBILE US INC | Communications | 25.2K | $5.3M | 1.8% | -63.8% |
| JPM JPMORGAN CHASE & CO | Financials | 16.7K | $4.9M | 1.6% | +33.3% |
| ADP AUTOMATIC DATA PROCESSING | Technology | 22.9K | $4.7M | 1.6% | +39.8% |
| BKNG BOOKING HOLDINGS INC | Industrials | 1.1K | $4.6M | 1.6% | -25.1% |
| TDG TRANSDIGM GROUP INC | Industrials | 3.9K | $4.5M | 1.5% | +20.7% |
| CPRT COPART INC | Consumer discretionary | 132.9K | $4.4M | 1.5% | +24.5% |
| STLD STEEL DYNAMICS INC | Industrials | 23.2K | $4.2M | 1.4% | +86.8% |
| NFLX NETFLIX INC | Services media | 43.2K | $4.2M | 1.4% | +13.6% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 4.2K | $4.1M | 1.4% | +30.1% |
| RACE FERRARI NV | Industrials | 10.4K | $3.5M | 1.2% | New |
| TD TORONTO-DOMINION BANK | Financials | 33.1K | $3.1M | 1.0% | +12.0% |
| WMT WALMART INC | Consumer discretionary | 22.9K | $2.8M | 1.0% | +77.6% |
| ALL ALLSTATE CORP | Financials | 12.2K | $2.5M | 0.8% | -32.6% |
| HIG HARTFORD INSURANCE GROUP INC | Financials | 18.6K | $2.5M | 0.8% | -32.1% |
| ACGL ARCH CAPITAL GROUP LTD | Financials | 26.0K | $2.5M | 0.8% | New |
| WTW WILLIS TOWERS WATSON PLC | Financials | 8.5K | $2.5M | 0.8% | New |
| GL GLOBE LIFE INC | Financials | 17.7K | $2.5M | 0.8% | New |
| PH PARKER HANNIFIN CORP | Industrials | 2.4K | $2.2M | 0.7% | +30.4% |
| WYNN WYNN RESORTS LTD | Services media | 20.2K | $2.1M | 0.7% | -31.1% |
| JCI JOHNSON CONTROLS INTERNATION | Industrials | 15.5K | $2.0M | 0.7% | New |
| CSX CSX CORP | Industrials | 48.6K | $2.0M | 0.7% | +9.0% |
| GD GENERAL DYNAMICS CORP | Industrials | 5.7K | $2.0M | 0.7% | +21.0% |
| DOV DOVER CORP | Industrials | 8.8K | $1.8M | 0.6% | +8.6% |
| CHRW C.H. ROBINSON WORLDWIDE INC | Industrials | 10.8K | $1.8M | 0.6% | +9.1% |
| LRCX LAM RESEARCH CORP | Industrials | 6.5K | $1.4M | 0.5% | +10.2% |
| MNST MONSTER BEVERAGE CORP | Consumer staples | 18.6K | $1.3M | 0.5% | +52.5% |
| CP CANADIAN PACIFIC KANSAS CITY | Industrials | 17.0K | $1.3M | 0.4% | +25.8% |
| LYV LIVE NATION ENTERTAINMENT IN | Services media | 8.7K | $1.3M | 0.4% | New |
| CNI CANADIAN NATL RAILWAY CO | Industrials | 12.5K | $1.3M | 0.4% | +25.4% |
| AMD ADVANCED MICRO DEVICES | Technology | 6.1K | $1.2M | 0.4% | +24.5% |
| TKO TKO GROUP HOLDINGS INC | Services media | 6.1K | $1.2M | 0.4% | -14.1% |
| SHOP SHOPIFY INC - CLASS A | Technology | 10.3K | $1.2M | 0.4% | New |
| ABBV ABBVIE INC | Healthcare | 4.9K | $1.1M | 0.4% | +39.9% |
| HSY HERSHEY CO/THE | Consumer staples | 4.9K | $1.0M | 0.3% | New |
| FNV FRANCO-NEVADA CORP | Materials | 4.1K | $1.0M | 0.3% | +6.8% |
| KLAC KLA CORP | Other | 634 | $934K | 0.3% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 86 | $297.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 77 | $299.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 71 | $318.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 6, 2025 | 61 | $220.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 66 | $200.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 21, 2025 | 73 | $228.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 1, 2024 | 72 | $220.6M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 5, 2024 | 74 | $199.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 7, 2024 | 67 | $138.6M | canonical | SEC ↗ |
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