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13F holdings

EQUITY INVESTMENT CORP portfolio

Managed by . 71 reported positions worth $5.1B as of 2026-03-31, filed with the SEC on 2026-05-04. Parsed from the filing itself, not a reseller.

$5.1B
Book value
71
Positions
32%
Top 10 weight
+5
New this quarter
-6
Exited
134 days
Age today
How old this actually is

Every position on this page is a snapshot of 2026-03-31. It was already 34 days old on 2026-05-04, the day it first became public. Today it is 134 days old.

That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.

What changed

Positions opened and closed

Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.

New positions (5)
TickerIssuerValueShares% of book
ADBEADOBE INC$78.2M321,5851.53%
FDSFACTSET RESH SYS INC$62.4M287,6171.22%
SOLVSOLVENTUM CORP$50.7M775,7930.99%
FITBFIFTH THIRD BANCORP$267,9815,7680.01%
OVVOVINTIV INC$229,1893,8610.00%
Closed out (6)
TickerIssuerWas worthShares% of book
IWBISHARES TR$26.6M71,1790.00%
MICCMAGNUM ICE CREAM CO NV$6.5M407,5180.00%
EXMOCEXXON MOBIL CORP$616,2615,1210.00%
CMACOMERICA INC$311,0363,5780.00%
PPLPPL CORP$233,5596,6690.00%
ORIOLD REP INTL CORP$216,7904,7500.00%
Added to (23)
TickerIssuerValueShares% of bookShares Δ
UPSUNITED PARCEL SVCS INC$158.3M1,608,8693.10%+4%
ZBHZIMMER BIOMET HOLDINGS INC$157.7M1,744,3043.09%+31%
TGTTARGET CORP$152.1M1,255,3212.98%+9%
PYPLPAYPAL HLDGS INC$141.7M3,132,0342.77%+57%
MDTMEDTRONIC PLC$138.5M1,598,6802.71%+5%
SGOVISHARES TR$135.5M1,346,1162.65%+129%
TAT&T INC$134.2M4,628,6842.63%+6%
KVUEKENVUE INC$131.6M7,633,7362.58%+12%
SNYSANOFI SA$128.3M2,663,0542.51%+1%
DOCHEALTHPEAK PROPERTIES INC$125.9M7,665,2332.47%+9%
PPGPPG INDS INC$122.5M1,145,6942.40%+15%
ICLRICON PLC$121.3M1,096,3952.38%+76%
ULUNILEVER PLC$111.1M1,950,1512.18%+6%
DEODIAGEO PLC$109.3M1,468,2282.14%+29%
BAXBAXTER INTL INC$107.0M6,369,9942.10%+30%
Trimmed (29)
TickerIssuerValueShares% of bookShares Δ
GDGENERAL DYNAMICS CORP$1.8M5,1520.03%-98%
JNJJOHNSON & JOHNSON$411,4341,6830.01%-98%
WMBWILLIAMS COS INC$2.8M38,3530.05%-96%
DLTRDOLLAR TREE INC$312,5012,8540.01%-66%
IUSVISHARES TR$4.3M42,3780.08%-54%
CSCOCISCO SYS INC$210,0642,7070.00%-48%
EXPEEXPEDIA GROUP INC$301,6161,3060.01%-42%
AXPAMERICAN EXPRESS CO$1.1M3,5190.02%-41%
BBARRICK MNG CORP$71.4M1,749,6831.40%-33%
SCHWSCHWAB CHARLES CORP$66.3M705,4801.30%-29%
TTETOTALENERGIES SE$155.8M1,712,9113.05%-25%
WFCWELLS FARGO & CO$116.5M1,463,0852.28%-24%
IWDISHARES TR$85.6M400,5951.68%-22%
GSKGSK PLC$177.8M3,221,0353.48%-22%
VODVODAFONE GROUP PLC$195,90613,0430.00%-17%
The book

All reported holdings

TickerIssuerValueShares% of bookShares Δ
VZVERIZON COMMUNICATIONS INC$230.6M4,594,1784.52%
GSKGSK PLC$177.8M3,221,0353.48%
USBUS BANCORP$167.5M3,219,9823.28%
UPSUNITED PARCEL SVCS INC$158.3M1,608,8693.10%
ZBHZIMMER BIOMET HOLDINGS INC$157.7M1,744,3043.09%
TTETOTALENERGIES SE$155.8M1,712,9113.05%
TGTTARGET CORP$152.1M1,255,3212.98%
PYPLPAYPAL HLDGS INC$141.7M3,132,0342.77%
MDTMEDTRONIC PLC$138.5M1,598,6802.71%
SGOVISHARES TR$135.5M1,346,1162.65%
TAT&T INC$134.2M4,628,6842.63%
CTRACOTERRA ENERGY INC$133.2M3,789,8942.61%
KVUEKENVUE INC$131.6M7,633,7362.58%
PNCPNC FINL SVCS GROUP INC$131.3M630,8502.57%
SNYSANOFI SA$128.3M2,663,0542.51%
DOCHEALTHPEAK PROPERTIES INC$125.9M7,665,2332.47%
PPGPPG INDS INC$122.5M1,145,6942.40%
ICLRICON PLC$121.3M1,096,3952.38%
WFCWELLS FARGO & CO$116.5M1,463,0852.28%
HSYHERSHEY CO$114.0M548,1412.23%
GLGLOBE LIFE INC$113.7M817,3062.23%
ULUNILEVER PLC$111.1M1,950,1512.18%
DEODIAGEO PLC$109.3M1,468,2282.14%
WPCWP CAREY INC$107.6M1,582,8302.11%
TRVTRAVELERS COMPANIES INC$107.5M368,5442.11%
BAXBAXTER INTL INC$107.0M6,369,9942.10%
TFCTRUIST FINL CORP$104.9M2,281,8452.05%
DGDOLLAR GEN CORP$103.4M870,9952.03%
SHELSHELL PLC$100.0M1,074,8231.96%
AGNCAGNC INVT CORP$97.2M9,694,2641.90%
NFGNATIONAL FUEL GAS CO$96.2M1,023,5281.88%
INGRINGREDION INC$95.4M846,4561.87%
GPCGENUINE PARTS CO$90.9M859,9451.78%
OSKOSHKOSH CORP$89.4M607,2461.75%
IWDISHARES TR$85.6M400,5951.68%
JLLJONES LANG LASALLE INC$78.5M257,9711.54%
ADBEADOBE INC$78.2M321,5851.53%
HIGHARTFORD INSURANCE GROUP INC$76.8M567,9991.50%
BBARRICK MNG CORP$71.4M1,749,6831.40%
NNNNNN REIT INC$69.9M1,662,3961.37%
SCHWSCHWAB CHARLES CORP$66.3M705,4801.30%
BF/BBROWN FORMAN CORP$64.1M2,423,9721.26%
FDSFACTSET RESH SYS INC$62.4M287,6171.22%
HMCHONDA MOTOR CO LTD$58.8M2,416,9811.15%
SOLVSOLVENTUM CORP$50.7M775,7930.99%
VTVANGUARD INTL EQUITY INDEX F$4.5M32,3570.09%
IUSVISHARES TR$4.3M42,3780.08%
RSPINVESCO EXCHANGE TRADED FD T$4.2M21,6390.08%
VCSHVANGUARD SCOTTSDALE FDS$3.2M39,9160.06%
VMBSVANGUARD SCOTTSDALE FDS$3.2M67,1800.06%
WMBWILLIAMS COS INC$2.8M38,3530.05%
VTIPVANGUARD MALVERN FDS$2.3M45,4230.04%
VUSBVANGUARD BD INDEX FDS$2.3M45,4750.04%
GDGENERAL DYNAMICS CORP$1.8M5,1520.03%
AXPAMERICAN EXPRESS CO$1.1M3,5190.02%
BSVVANGUARD BD INDEX FDS$978,47812,4790.02%
BNDVANGUARD BD INDEX FDS$976,17213,2560.02%
GPNGLOBAL PMTS INC$933,58613,8720.02%
JNJJOHNSON & JOHNSON$411,4341,6830.01%
DLTRDOLLAR TREE INC$312,5012,8540.01%
EXPEEXPEDIA GROUP INC$301,6161,3060.01%
FITBFIFTH THIRD BANCORP$267,9815,7680.01%
KEYKEYCORP$250,44512,4910.00%
TSMTAIWAN SEMICONDUCTOR MANUFAC$234,1996930.00%
GDXVANECK ETF TRUST$232,6372,5350.00%
SNNSMITH & NEPHEW PLC$230,1517,2420.00%
OVVOVINTIV INC$229,1893,8610.00%
WTMWHITE MTNS INS GROUP LTD$217,499990.00%
CSCOCISCO SYS INC$210,0642,7070.00%
VODVODAFONE GROUP PLC$195,90613,0430.00%
HBANHUNTINGTON BANCSHARES INC$177,56511,3460.00%

Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.

Read the original

This page was built from one document: the 2026-03-31 Form 13F info table filed by EQUITY INVESTMENT CORP (CIK 1685771, accession 0001685771-26-000004). Every other 13F site is reading the same file.

If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager

What a 13F cannot show you

A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:

  • No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
  • No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
  • No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
  • Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
  • Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.

Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test

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