BENNETT SELBY INVESTMENTS LP

RIA/Wealth

BENNETT SELBY INVESTMENTS LP is a RIA/Wealth led by Matthew George Bennett, managing $302.4M across 80 long positions as of Q3 2025 with 63% concentrated in top 10 holdings.

Managing PartnerMatthew George Bennett

Portfolio Value: $302.4M
Positions: 80
Top Holding: AAPL at 12.61%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in BENNETT SELBY INVESTMENTS LP's portfolio (63.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$38.1M	12.61%	-$44.6K Sold	0.00% 149.7K shares	Q4 2020 Held for 4y 11m
2 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$35.2M	11.65%	+$44.6K Bought	0.00% 144.7K shares	Q4 2020 Held for 4y 11m
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$25.9M	8.57%	+$30.8K Bought	0.00% 35.3K shares	Q4 2020 Held for 4y 11m
4 Booking Holdings Inc. BKNG	Travel Services Consumer Cyclical	$21.6M	7.13%	-$70.2K Sold	0.01% 4.0K shares	Q4 2020 Held for 4y 11m
5 Visa V	Financial - Credit Services Financial Services	$19.9M	6.58%	+$157.4K Bought	0.00% 58.3K shares	Q4 2020 Held for 4y 11m
6 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$12.4M	4.09%	-$10.1K Sold	0.00% 24.6K shares	Q4 2020 Held for 4y 11m
7 Mastercard MA	Financial - Credit Services Financial Services	$11.3M	3.74%	+$22.2K Bought	0.00% 19.9K shares	Q4 2020 Held for 4y 11m
8 Microsoft MSFT	Software - Infrastructure Technology	$9.8M	3.25%	+$4.7K Bought	0.00% 19.0K shares	Q4 2020 Held for 4y 11m
9 Floor & Decor FND	Home Improvement Consumer Cyclical	$9.0M	2.97%	+$35.3K Bought	0.11% 121.8K shares	Q4 2020 Held for 4y 11m
10 Amazon AMZN	Specialty Retail Consumer Cyclical	$8.0M	2.65%	-$219.6 Sold	0.00% 36.4K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BENNETT SELBY INVESTMENTS LP's latest filing

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Market Value

$302.4M

Prior: $281.0M

Q/Q Change

+7.64%

+$21.5M

Net Flows % of MV

+1.92%

Turnover Ratio

1.45%

New Purchases

5 stocks

$3.4M

Added To

39 stocks

+$3.8M

Sold Out Of

2 stocks

$479.9K

Reduced Holdings

24 stocks

-$889.3K

Increased Positions

Position	Shares Δ	Change
1 PDI PIMCO Dynamic Income Fund PDI	New	0 → 90.7K +$1.8M
2 Schwab High Yield Bond SCYB	New	0 → 28.9K +$773.0K
3 Schwab 1-5 Year Corporate Bond SCHJ	New	0 → 13.5K +$336.0K
4 Invesco Senior Loan BKLN	New	0 → 12.8K +$267.5K
5 iShares Russell 1000 IWB	New	0 → 561.0 +$205.0K

Decreased Positions

Position	Shares Δ	Change
1 FactSet Research Systems FDS	Sold	623.0 → 0 −$278.8K
2 iShares S&P Mid-Cap 400 Growth IJK	Sold	2.2K → 0 −$201.1K
3 Adobe ADBE	-22.6%	1.6K → 1.2K −$128.0K
4 Cisco Systems, Inc. CSCO	-10.54%	3.3K → 3.0K −$23.9K
5 Pool Corporation POOL	-9.69%	5.6K → 5.1K −$168.7K