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Sustainable Insight Capital Management, LLC

CIK 1580677 · latest 13F filed 6 November 2026 · Read the filing on EDGAR

Sustainable Insight Capital Management, LLC reported 84 US-listed holdings worth $238.5 million in its 13F for the quarter ended 30 September 2026, filed 6 November 2026. Its largest: Apple Inc. (10.1%), Broadcom Inc. (7.4%) and NVIDIA Corp. (6.6%). Against the quarter before, it opened 26 positions, added to 26, trimmed 31 and sold out of 20.

Reported holdings$238.5M+2.3% on Q2 2026
Positions84+6 on Q2 2026
The largest ten57.9%of its reported holdings
Latest 13FQ3 2026filed 6 November 2026
Where the money is
OpenedAdded toTrimmed
AAPL10.1%AVGO7.4%NVDA6.6%AMD5.9%GOOGL5.4%LLY4.9%LRCX4.5%PLTR4.5%PANW4.4%GOOG4.2%MSFT3.0%TSLA3.0%AMZN2.4%70 more31.4%

The 14 largest of its 84 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $220.6 million in 72 positions$221MQ3 24Q4 2024: $228.5 million in 73 positions$229MQ4 24Q1 2025: $200.9 million in 66 positions$201MQ1 25Q2 2025: $220.9 million in 61 positions$221MQ2 25Q3 2025: $318.2 million in 71 positions$318MQ3 25Q4 2025: $299.6 million in 77 positions$300MQ4 25Q1 2026: $297.7 million in 86 positions$298MQ1 26Q2 2026: $233.2 million in 78 positions$233MQ2 26Q3 2026: $238.5 million in 84 positions$238MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +31.8% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +31.8%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 26Added 26Held 1Trimmed 31Sold out 20
Opened: 26Added: 26Held: 1Trimmed: 31Sold out: 20

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 26

  1. Visa Inc. V$5.5 million
  2. Comfort Systems USA Inc. FIX$3.1 million
  3. United Rentals, Inc. URI$3.0 million
  4. Fox Corp. FOXA$2.5 million
  5. Southwest Airlines Co. LUV$2.0 million
  6. Chipotle Mexican Grill Inc. CMG$1.3 million
  7. Prudential Financial Inc. PRU$988,146
  8. Arch Capital Group Ltd. ACGL$975,229

and 18 more in the table below

Added to 26

  1. Lam Research Corp. LRCX+29,300 shares · +830%
  2. AppLovin Corp. APP+7,000 shares · +1000%
  3. Shopify Inc. SHOP+7,800 shares · +162%
  4. Canadian Natural Resources Limited CNQ+23,800 shares · +285%
  5. Canadian Natl Ry Co. CNI+6,600 shares · +217%
  6. Canadian Pacific Kansas City Ltd. CP+9,200 shares · +209%
  7. Eli Lilly & Co. LLY+560 shares · +6%
  8. Tesla, Inc. TSLA+1,800 shares · +10%

and 18 more in the table below

Trimmed 31

  1. Palantir Technologies Inc. PLTR-24,600 shares · -30%
  2. Apple Inc. AAPL-12,520 shares · -15%
  3. Union Pacific Corp. UNP-13,300 shares · -53%
  4. TransDigm Group Inc. TDG-2,300 shares · -45%
  5. Blackstone Inc. BX-15,300 shares · -40%
  6. MSCI Inc. MSCI-3,040 shares · -42%
  7. Palo Alto Networks Inc. PANW-2,300 shares · -8%
  8. NVIDIA Corp. NVDA-3,500 shares · -5%

and 23 more in the table below

Sold out of 20

  1. Ferrari N.V. RACE$3.8 million last quarter
  2. UnitedHealth Group Inc. UNH$2.9 million last quarter
  3. Hewlett Packard Enterprise Co. HPE$2.7 million last quarter
  4. Toronto-Dominion Bank TD$2.6 million last quarter
  5. Sun Life Financial Inc. SLF$2.5 million last quarter
  6. Walmart Inc. WMT$1.4 million last quarter
  7. Expedia Group, Inc. EXPE$1.3 million last quarter
  8. FedEx Corp. FDX$1.1 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Apple Inc. AAPL72.0K$24.0 million10.05%-12.5K
Broadcom Inc. AVGO50.1K$17.6 million7.38%+1.8K
NVIDIA Corp. NVDA68.8K$15.7 million6.59%-3.5K
Advanced Micro Devices Inc. AMD23.1K$14.2 million5.94%-900
Alphabet Inc. GOOGL37.5K$12.9 million5.41%-1.5K
Eli Lilly & Co. LLY10.2K$11.8 million4.94%+560
Lam Research Corp. LRCX32.8K$10.8 million4.52%+29.3K
Palantir Technologies Inc. PLTR57.4K$10.7 million4.51%-24.6K
Palo Alto Networks Inc. PANW26.3K$10.4 million4.38%-2.3K
Alphabet Inc. GOOG29.6K$10.1 million4.23%-2.0K
Microsoft Corp. MSFT13.9K$7.1 million2.98%-640
Tesla, Inc. TSLA20.0K$7.1 million2.97%+1.8K
Amazon.com Inc. AMZN23.0K$5.7 million2.40%+100
Visa Inc. V15.3K$5.5 million2.31%new
Micron Technology Inc. MU3.3K$3.5 million1.46%-200
Union Pacific Corp. UNP11.7K$3.2 million1.34%-13.3K
Comfort Systems USA Inc. FIX1.9K$3.1 million1.31%new
TransDigm Group Inc. TDG2.8K$3.0 million1.28%-2.3K
United Rentals, Inc. URI3.0K$3.0 million1.28%new
T-Mobile US, Inc. TMUS16.8K$2.7 million1.15%+1.4K
Blackstone Inc. BX22.6K$2.5 million1.06%-15.3K
Fox Corp. FOXA39.6K$2.5 million1.04%new
JPMorgan Chase & Co. JPM6.9K$2.3 million0.95%-280
MSCI Inc. MSCI4.2K$2.2 million0.94%-3.0K
AppLovin Corp. APP7.7K$2.2 million0.94%+7.0K
Southwest Airlines Co. LUV48.4K$2.0 million0.85%new
TKO Group Holdings, Inc. TKO11.2K$2.0 million0.84%-800
Costco Wholesale Corp. COST2.2K$2.0 million0.84%+200
Shopify Inc. SHOP12.6K$1.9 million0.78%+7.8K
Booking Holdings Inc. BKNG11.4K$1.9 million0.78%+440
Canadian Natural Resources Limited CNQ32.1K$1.5 million0.63%+23.8K
Chipotle Mexican Grill Inc. CMG42.0K$1.3 million0.56%new
Autozone Inc. AZO425$1.2 million0.50%+20
Wynn Resorts Ltd. WYNN14.9K$1.2 million0.50%+2.4K
Canadian Pacific Kansas City Ltd. CP13.6K$1.2 million0.49%+9.2K
Canadian Natl Ry Co. CNI9.6K$1.1 million0.48%+6.6K
Applied Materials Inc. AMAT2.2K$1.1 million0.46%-80
Marsh & McLennan Companies, Inc. MRSH6.2K$1.1 million0.45%-800
Parker-Hannifin Corp. PH1.1K$1.0 million0.43%-240
CSX Corp. CSX21.7K$1.0 million0.42%-2.9K
Prudential Financial Inc. PRU8.7K$988,1460.41%new
Willis Towers Watson plc WTW3.4K$977,3880.41%-600
Arch Capital Group Ltd. ACGL10.6K$975,2290.41%new
Hartford Insurance Group, Inc. HIG7.9K$963,3400.40%-300
Norfolk Southern Corp. NSC3.1K$956,9730.40%new
Copart Inc. CPRT33.2K$905,8050.38%-5.0K
Monster Beverage Corp. MNST20.9K$868,3600.36%+6.7K
CrowdStrike Holdings, Inc. CRWD3.0K$801,6630.34%-40
Casey's General Stores, Inc. CASY1.3K$778,8290.33%+520
AbbVie Inc. ABBV2.9K$761,7500.32%+1.8K
Valero Energy Corp. VLO1.9K$736,4590.31%-500
Arista Networks, Inc. ANET3.1K$631,5360.26%-100
Sherwin Williams Co. SHW1.9K$616,4760.26%new
Merck & Co., Inc. MRK4.1K$597,5150.25%new
Amphenol Corp. APH7.0K$591,1120.25%-500
Franco Nev Corp. FNV2.2K$530,8260.22%new
Church & Dwight Co. Inc. CHD5.5K$518,2100.22%+1.6K
Dollar General Corp. DG4.2K$506,4210.21%+1.1K
J.M. Smucker Co. SJM4.2K$499,4220.21%new
Steel Dynamics Inc. STLD2.2K$495,7420.21%-2.9K
Equinix Inc. EQIX488$493,6510.21%no change
General Motors Co. GM6.2K$477,4000.20%new
Ecolab Inc. ECL1.7K$464,5890.19%-1.8K
PulteGroup Inc. PHM3.7K$429,4220.18%new
Freeport-McMoRan Inc. FCX6.1K$427,0700.18%new
Thermo Fisher Scientific Inc. TMO624$421,2310.18%new
ServiceNow, Inc. NOW3.1K$409,4010.17%-200
Meta Platforms, Inc. META555$402,4750.17%+80
Amgen Inc. AMGN897$378,0940.16%new
Crown Castle Inc. CCI5.6K$372,0400.16%+400
Host Hotels & Resorts, Inc. HST16.2K$362,7180.15%+400
Mid-America Apartment Communities, Inc. MAA3.0K$353,2200.15%+200
Fortinet, Inc. FTNT1.9K$343,9340.14%new
International Flavors & Fragrances Inc. IFF4.1K$342,2680.14%new
SBA Communications Corp. SBAC2.1K$336,2520.14%-65
American Tower Corp. AMT2.0K$331,1450.14%new
Cisco Systems, Inc. CSCO3.1K$331,0700.14%+200
Gilead Sciences, Inc. GILD2.1K$318,6690.13%new
Datadog, Inc. DDOG1.0K$286,1730.12%-100
Intuitive Surgical Inc. ISRG665$270,4090.11%new
Vertex Pharmaceuticals Inc. VRTX451$235,7870.10%new
Johnson & Johnson JNJ848$224,5000.09%new
CVS Health Corp. CVS2.6K$222,1080.09%new
Plug Power Inc. PLUG26.4K$51,2160.02%+12.9K
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 20 it sold out of are in the box above.