Loews Corp
Loews Corp reported 28 US-listed holdings worth $12.52 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Cna Finl Corp. (96.4%), Builders Firstsource Inc. (0.6%) and Atlassian Corporation (0.4%). Against the quarter before, it opened 10 positions, added to 3, trimmed 9 and sold out of 7.
The 14 largest of its 28 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 10
- Check Point Software Technologies Ltd. CHKP$23.0 million
- Cheniere Energy Inc. LNG$17.0 million
- American Express Co. AXP$15.2 million
- Danaher Corp. DHR$14.3 million
- General Electric Co. GE$13.1 million
- Eaton Corp. plc ETN$11.7 million
- Amentum Holdings, Inc. AMTM$10.3 million
- Fair Isaac Corp. FICO$10.2 million
and 2 more in the table below
Added to 3
- Builders Firstsource Inc. BLDR+40,000 shares · +5%
- Avantor, Inc. AVTR+200,000 shares · +10%
- Comcast Corp. CMCSA+80,000 shares · +25%
Trimmed 9
- Meta Platforms, Inc. META-30,500 shares · -52%
- Amcor plc AMCR-281,000 shares · -44%
- Sunbelt Rentals Holdings Inc. SUNB-130,000 shares · -41%
- Capital One Financial Corp. COF-47,500 shares · -37%
- Ingredion Inc. INGR-85,000 shares · -55%
- Brookfield Corporation BN-135,000 shares · -31%
- Atlassian Corporation TEAM-60,000 shares · -8%
- NRG Energy, Inc. NRG-20,000 shares · -13%
and 1 more in the table below
Sold out of 7
- Amazon.com Inc. AMZN$29.2 million last quarter
- Alphabet Inc. GOOGL$23.9 million last quarter
- Uber Technologies, Inc. UBER$21.6 million last quarter
- Elevance Health, Inc. ELV$14.1 million last quarter
- HP Inc. HPQ$10.6 million last quarter
- Vistra Corp. VST$10.5 million last quarter
- United Parks & Resorts Inc. PRKS$3.3 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Cna Finl Corp. CNA | 248,414,738 | $12.08 billion | 96.43% | no change |
| Builders Firstsource Inc. BLDR | 780,000 | $69.8 million | 0.56% | +40,000 |
| Atlassian Corporation TEAM | 680,000 | $52.9 million | 0.42% | -60,000 |
| Check Point Software Technologies Ltd. CHKP | 175,000 | $23.0 million | 0.18% | new |
| Avantor, Inc. AVTR | 2,200,000 | $21.8 million | 0.17% | +200,000 |
| Omnicom Group Inc. OMC | 280,000 | $20.4 million | 0.16% | no change |
| NRG Energy, Inc. NRG | 130,000 | $19.0 million | 0.15% | -20,000 |
| Cheniere Energy Inc. LNG | 71,000 | $17.0 million | 0.14% | new |
| Capital One Financial Corp. COF | 82,500 | $16.6 million | 0.13% | -47,500 |
| Ally Financial Inc. ALLY | 360,000 | $16.5 million | 0.13% | no change |
| Meta Platforms, Inc. META | 28,000 | $15.8 million | 0.13% | -30,500 |
| JBS N.V. JBS | 1,330,000 | $15.8 million | 0.13% | no change |
| Amcor plc AMCR | 360,000 | $15.6 million | 0.12% | -281,000 |
| American Express Co. AXP | 45,000 | $15.2 million | 0.12% | new |
| Danaher Corp. DHR | 75,000 | $14.3 million | 0.11% | new |
| Sunbelt Rentals Holdings Inc. SUNB | 190,000 | $14.2 million | 0.11% | -130,000 |
| General Electric Co. GE | 35,000 | $13.1 million | 0.10% | new |
| Brookfield Corporation BN | 300,000 | $12.8 million | 0.10% | -135,000 |
| Eaton Corp. plc ETN | 27,500 | $11.7 million | 0.09% | new |
| Amentum Holdings, Inc. AMTM | 500,000 | $10.3 million | 0.08% | new |
| Fair Isaac Corp. FICO | 8,500 | $10.2 million | 0.08% | new |
| Zoetis Inc. ZTS | 140,000 | $10.1 million | 0.08% | new |
| Comcast Corp. CMCSA | 400,000 | $9.8 million | 0.08% | +80,000 |
| JBG Smith Properties JBGS | 496,520 | $7.3 million | 0.06% | no change |
| Ingredion Inc. INGR | 70,000 | $6.6 million | 0.05% | -85,000 |
| Magnera Corp. Com SHS MAGN | 300,000 | $3.5 million | 0.03% | no change |
| Olin Corp. OLN | 150,000 | $3.0 million | 0.02% | -50,000 |
| Standard Biotools Inc. LAB | 1,250,000 | $1.0 million | 0.01% | new |
Read more
Change is shares against its 13F for the quarter before; the 7 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Avantor, Inc. AVTR | Calls | 30,000 | $297,000 |
1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.