BJ
Broadhurst Jeffrey B
13F filer · CIK 0002114882Reported Aug 12, 2026
Net seller this quarter
13F portfolio value$47MU.S. long equity reported on 13F
Positions61 new · 8 closed
Net flow last quarter-$4.44MBuys minus sells
Top 10 positions weight10.4%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 12, 20266 positions | |||||
| $1.68M | 3.57% | Not reported | -46.3% | Q4 2025 | |
| $1.57M | 3.34% | 0.01% | -14.0% | Q4 2025 | |
| $519K | 1.10% | 0.02% | New | Q2 2026 | |
| $462K | 0.98% | 0.00% | -0.9% | Q4 2025 | |
| $421K | 0.90% | 0.03% | +32.0% | Q4 2025 | |
| $224K | 0.48% | Not reported | -11.5% | Q4 2025 | |
| Q1 2026Reported May 14, 202613 positions | |||||
| $2.88M | 2.95% | Not reported | -3.2% | Q4 2025 | |
| $1.99M | 2.04% | 0.02% | 0.0% | Q4 2025 | |
| $868K | 0.89% | 0.03% | +13.9% | Q4 2025 | |
| $702K | 0.72% | 0.00% | +9.4% | Q4 2025 | |
| $598K | 0.61% | 0.02% | +22.1% | Q4 2025 | |
| $421K | 0.43% | 0.03% | +14.2% | Q4 2025 | |
| $414K | 0.42% | 0.00% | Not reported | Q4 2025 | |
| $374K | 0.38% | 0.00% | +1.1% | Q4 2025 | |
| $365K | 0.37% | 0.00% | Not reported | Q4 2025 | |
| $268K | 0.27% | 0.00% | +5.8% | Q4 2025 | |
| $242K | 0.25% | 0.00% | New | Q1 2026 | |
| $220K | 0.23% | Not reported | Not reported | Q4 2025 | |
| $44.2K | 0.05% | 0.01% | New | Q1 2026 | |
| Q4 2025Reported May 15, 202611 positions | |||||
| $2.87M | 2.98% | Not reported | New | Q4 2025 | |
| $2.01M | 2.09% | 0.02% | New | Q4 2025 | |
| $984K | 1.02% | 0.03% | New | Q4 2025 | |
| $829K | 0.86% | 0.00% | New | Q4 2025 | |
| $632K | 0.66% | 0.02% | New | Q4 2025 | |
| $522K | 0.54% | 0.02% | New | Q4 2025 | |
| $491K | 0.51% | 0.00% | New | Q4 2025 | |
| $471K | 0.49% | 0.00% | New | Q4 2025 | |
| $396K | 0.41% | 0.00% | New | Q4 2025 | |
| $281K | 0.29% | 0.00% | New | Q4 2025 | |
| $231K | 0.24% | Not reported | New | Q4 2025 | |
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