MBB PUBLIC MARKETS I LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$1.8T

Holdings

534

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (534 positions)

StockValue
CDWCDW CORP
$305.5M
HRLHORMEL FOODS CORP
$305.3M
EMREMERSON ELEC CO
$305.1M
AESAES CORP
$305.1M
ROLROLLINS INC
$305.0M
BDXBECTON DICKINSON & CO
$303.8M
TXTTEXTRON INC
$302.9M
LYBLYONDELLBASELL INDUSTRIES N
$302.1M
YUMYUM BRANDS INC
$301.8M
GPCGENUINE PARTS CO
$301.7M
STZCONSTELLATION BRANDS INC
$301.5M
ROPROPER TECHNOLOGIES INC
$300.5M
LINLINDE PLC
$300.4M
BALLBALL CORP
$299.5M
GDGENERAL DYNAMICS CORP
$299.2M
TELTE CONNECTIVITY PLC
$299.0M
WMWASTE MGMT INC DEL
$298.9M
CSGPCOSTAR GROUP INC
$298.7M
ETNEATON CORP PLC
$298.3M
APTVAPTIV PLC
$298.1M
ROSTROSS STORES INC
$298.0M
HONHONEYWELL INTL INC
$297.7M
AFWALIGN TECHNOLOGY INC
$297.6M
7HPHP INC
$297.0M
VVISA INC
$296.9M
ADMARCHER DANIELS MIDLAND CO
$295.7M
KMBKIMBERLY-CLARK CORP
$294.5M
UPSUNITED PARCEL SERVICE INC
$294.5M
ONON SEMICONDUCTOR CORP
$294.1M
SWSMURFIT WESTROCK PLC
$293.6M
HSYHERSHEY CO
$293.4M
VMCVULCAN MATLS CO
$293.0M
VRTXVERTEX PHARMACEUTICALS INC
$293.0M
SYKSTRYKER CORPORATION
$292.6M
INVHINVITATION HOMES INC
$292.0M
XYLXYLEM INC
$291.7M
ZBHZIMMER BIOMET HOLDINGS INC
$291.5M
JBLJABIL INC
$291.2M
LKQ1LKQ CORP
$291.0M
MLMMARTIN MARIETTA MATLS INC
$290.7M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$290.5M
DOWDOW INC
$290.1M
ADIANALOG DEVICES INC
$290.0M
AIGAMERICAN INTL GROUP INC
$290.0M
HSTHOST HOTELS & RESORTS INC
$289.9M
WFCWELLS FARGO CO NEW
$289.8M
VRSKVERISK ANALYTICS INC
$289.4M
MOSMOSAIC CO NEW
$289.2M
NTAPNETAPP INC
$289.0M
MGMMGM RESORTS INTERNATIONAL
$288.5M
CPRTCOPART INC
$287.7M
AKXANSYS INC
$286.8M
MRO*MARATHON OIL CORP
$285.2M
COPCONOCOPHILLIPS
$284.3M
NUENUCOR CORP
$284.1M
PSXPHILLIPS 66
$283.9M
REGNREGENERON PHARMACEUTICALS
$283.8M
CRLCHARLES RIV LABS INTL INC
$283.6M
ABGCENCORA INC
$283.6M
AZOAUTOZONE INC
$283.5M
CHDCHURCH & DWIGHT CO INC
$282.7M
JJACOBS SOLUTIONS INC
$282.7M
GMGENERAL MTRS CO
$282.5M
APHAMPHENOL CORP NEW
$281.5M
CECELANESE CORP DEL
$281.4M
HESHESS CORP
$281.1M
ELVELEVANCE HEALTH INC
$280.8M
CNPCENTERPOINT ENERGY INC
$280.7M
ULTAULTA BEAUTY INC
$280.2M
ADBEADOBE INC
$279.6M
INTUINTUIT
$279.4M
FANGDIAMONDBACK ENERGY INC
$279.3M
KLACKLA CORP
$278.8M
MPCMARATHON PETE CORP
$278.6M
NKENIKE INC
$278.5M
CVXCHEVRON CORP NEW
$278.3M
AVYAVERY DENNISON CORP
$278.2M
HPEHEWLETT PACKARD ENTERPRISE C
$278.1M
AWMSKYWORKS SOLUTIONS INC
$275.6M
PCARPACCAR INC
$275.3M
TROWPRICE T ROWE GROUP INC
$274.5M
SNPSSYNOPSYS INC
$273.5M
HCIHCI GROUP INC
$273.0M
IDXXIDEXX LABS INC
$272.8M
ALBALBEMARLE CORP
$272.8M
MSFTMICROSOFT CORP
$271.1M
BENFRANKLIN RESOURCES INC
$270.2M
WSTWEST PHARMACEUTICAL SVSC INC
$270.1M
MTDMETTLER TOLEDO INTERNATIONAL
$269.9M
QRVOQORVO INC
$269.6M
LULULULULEMON ATHLETICA INC
$268.6M
VLOVALERO ENERGY CORP
$267.4M
MCKMCKESSON CORP
$267.0M
TERTERADYNE INC
$265.2M
ENPHENPHASE ENERGY INC
$264.5M
FFORD MTR CO
$264.2M
SCHWSCHWAB CHARLES CORP
$262.5M
ELLAUDER ESTEE COS INC
$260.2M
MCHPMICROCHIP TECHNOLOGY INC.
$260.1M
CMGCHIPOTLE MEXICAN GRILL INC
$259.3M
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