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Barbara Oil Co.
Barbara Oil Co. is an institution, managing $266.4M across 74 long positions as of Q3 2025 with JPM as the largest holding (8% allocation).
- Portfolio Value
- $266.4M
- Positions
- 74
- Top Holding
- JPM at 7.93%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Barbara Oil Co.'s portfolio (43% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Banks - Diversified Financial Services | $21.1M | 7.93% | — | 0.00% 67.0K shares | |
Drug Manufacturers - General Healthcare | $18.9M | 7.10% | — | 0.00% 102.0K shares | |
Discount Stores Consumer Defensive | $14.8M | 5.57% | — | 0.00% 144.0K shares | |
Software - Infrastructure Technology | $11.2M | 4.20% | — | 0.00% 21.6K shares | |
Home Improvement Consumer Cyclical | $9.7M | 3.65% | — | 0.00% 24.0K shares | |
Insurance - Life Financial Services | $9.7M | 3.62% | — | 0.08% 67.5K shares | |
Asset Management Financial Services | $8.7M | 3.27% | — | 0.01% 80.0K shares | |
Household & Personal Products Consumer Defensive | $7.7M | 2.88% | — | 0.00% 50.0K shares | |
Aerospace & Defense Industrials | $6.7M | 2.51% | — | 0.01% 5.1K shares | |
Agricultural - Machinery Industrials | $6.0M | 2.24% | — | 0.00% 12.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Barbara Oil Co.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+40.39% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-38.26% | |
-34.78% | |
-15.86% |
Analytics
Portfolio insights and performance metrics for Barbara Oil Co.
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