BloombergSen Inc.

Fund of Funds

BloombergSen Inc. is a Fund of Funds based in Farmington Hills, MI led by Jack "Nmn" Tabacinic, managing $1.2B across 30 long positions as of Q3 2025 with 34% Financial Services concentration and 82% concentrated in top 10 holdings.

CEOJack "Nmn" Tabacinic

Portfolio Value: $1.2B
Positions: 30
Top Holding: PGR at 12.61%
Last Reported: Q3 2025

Address31275 Northwestern Hwy, Suite 145, Farmington Hills, MI, 48334-2531, United States

Top Holdings

Largest long holdings in BloombergSen Inc.'s portfolio (82.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Progressive PGR	Insurance - Property & Casualty Financial Services	$148.6M	12.61%	-$1.5M Sold	0.10% 601.8K shares	Q1 2020 Held for 5y 8m
2 HCA Healthcare HCA	Medical - Care Facilities Healthcare	$117.5M	9.97%	-$1.2M Sold	0.12% 275.7K shares	Q2 2017 Held for 8y 5m
3 D.R. Horton DHI	Residential Construction Consumer Cyclical	$108.7M	9.22%	-$1.1M Sold	0.22% 641.1K shares	Q1 2021 Held for 4y 8m
4 Corpay CPAY	Software - Infrastructure Technology	$104.8M	8.89%	-$1.1M Sold	0.52% 363.8K shares	Q1 2024 Held for 1y 8m
5 Aon plc AON	Insurance - Brokers Financial Services	$100.9M	8.57%	-$1.0M Sold	0.13% 283.1K shares	≤ Q2 2013 Held for 12y 5m+
6 Colliers International Group Inc. CIGI	Real Estate - Services Real Estate	$98.6M	8.37%	-$1.0M Sold	1.24% 631.2K shares	Q2 2015 Held for 10y 5m
7 Booking Holdings Inc. BKNG	Travel Services Consumer Cyclical	$92.8M	7.88%	-$966.5K Sold	0.05% 17.2K shares	Q1 2020 Held for 5y 8m
8 Pinnacle Financial Partners PNFP	Banks - Regional Financial Services	$81.0M	6.87%	-$842.8K Sold	1.11% 863.2K shares	Q2 2022 Held for 3y 5m
9 CBIZ CBZ	Specialty Business Services Industrials	$58.7M	4.98%	-$609.7K Sold	2.05% 1.1M shares	Q1 2022 Held for 3y 8m
10 W.R. Berkley WRB	Insurance - Property & Casualty Financial Services	$56.1M	4.76%	-$584.4K Sold	0.19% 732.6K shares	Q3 2020 Held for 5y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BloombergSen Inc.'s latest filing

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Market Value

$1.2B

Prior: $1.2B

Q/Q Change

-0.503%

-$6.0M

Net Flows % of MV

+0.48%

Turnover Ratio

2.31%

New Purchases

2 stocks

$1.6M

Added To

11 stocks

+$28.5M

Sold Out Of

1 stocks

$2.5M

Reduced Holdings

16 stocks

-$21.9M

Increased Positions

Position	Shares Δ	Change
1 Klaviyo KVYO	New	0 → 28.0K +$776.2K
2 ZipRecruiter ZIP	New	0 → 183.5K +$774.3K
3 monday.com MNDY	+122.66%	5.9K → 13.1K +$1.4M
4 First Advantage Corporation FA	+100.41%	132.9K → 266.3K +$2.1M
5 Teledyne Technologies TDY	+57.79%	1.3K → 2.0K +$438.9K

Decreased Positions

Position	Shares Δ	Change
1 Revolve Group RVLV	Sold	124.9K → 0 −$2.5M
2 Encore Capital Group ECPG	-56.64%	441.1K → 191.2K −$10.4M
3 Fiverr International FVRR	-13.03%	96.3K → 83.7K −$306.2K
4 Netflix NFLX	-1.03%	35.4K → 35.0K −$437.6K
5 Colliers International Group Inc. CIGI	-1.03%	637.8K → 631.2K −$1.0M