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Fidelity National Financial, Inc.

601 RIVERSIDE AVENUE, JACKSONVILLE, FL 32204 • 904-854-8100

Q2 2025 · Filed 2025-08-12
Market Value
$3.9B
-11.4%
Holdings
12
-2
New Purchases
0
Added To
0
Closed
1
Reduced
0
Top 10 Concentration
99.8%
Turnover
8.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ALIT 3.23% 2.99% +0.23% $126M
TXT 0.62% 0.49% +0.12% $24M
FG 90.69% 90.57% +0.12% $3.5B
VICI 0.83% 0.74% +0.09% $33M
GPC 0.63% 0.54% +0.08% $25M
UNP 0.59% 0.53% +0.05% $23M
UHG 0.21% 0.18% +0.03% $8M
UPS 0.57% 0.55% +0.02% $22M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GD 0.00% 0.62% -0.62% $0
CCAP 1.52% 1.63% -0.11% $59M
CVX 0.62% 0.64% -0.02% $24M
PEP 0.51% 0.51% -0.00% $20M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 92.3%
Consumer Defensive 3.1%
Technology 1.1%
Real Estate 1.0%
Industrials 1.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $44M 1.1%
Large Cap 6 $126M 3.2%
Mid Cap 1 $3.5B 90.7%
Small Cap 2 $186M 4.7%
Micro Cap 1 $8M 0.2%

Portfolio Analytics

Avg Market Cap
$82.4B
Median Market Cap
$23.3B
Avg P/E
40.4
Median P/E
21.6
Avg Dividend Yield
0.05%
Avg Beta
0.86
# Stocks
12
# ETFs / Funds
0

Top Holdings (12 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 FG 90.69% 110,942,551 $3.5B $31.98 -$452M
2 ALIT 3.23% 22,300,000 $126M $5.66 -$6M
3 CCAP 1.52% 4,205,307 $59M $14.10 -$13M
4 VICI 0.83% 1,000,000 $33M $32.60 -$20K
5 GPC 0.63% 202,000 $25M $121.31 $438K
6 CVX 0.62% 170,000 $24M $143.19 -$4M
7 TXT 0.62% 300,000 $24M $80.29 $2M
8 UNP 0.59% 100,000 $23M $230.08 -$616K
9 UPS 0.57% 220,000 $22M $100.94 -$2M
10 PEP 0.51% 150,000 $20M $132.04 -$3M
11 UHG 0.21% 2,800,000 $8M $2.90 $280K
12 GD —% -$27M -100,000 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
GD —%
View SEC EDGAR Filings for Fidelity National Financial, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms