Venator Management LLC - Q42025 Holdings

Venator Management LLC holds 27 stocks with a total portfolio value of $ 443.64M as of Q42025. In Q42025, Venator Management LLC added 5 new positions, increased stakes in 9 stocks, reduced 11 holdings, and fully exited 3 positions. The largest holding is Alphabet Inc. - Class C (GOOG), representing 15.95% of the total portfolio.