Parvin Asset Management, LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$94.7B

Holdings

345

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (345 positions)

StockValue
CMECME GROUP INC CLASS A
$226.4M
LANDGLADSTONE LD CORP
$225.7M
STLDSTEEL DYNAMICS INC
$222.4M
BGBUNGE GLOBAL SA F
$222.4M
MSMMSC INDL DIRECT INC CLASS A
$212.1M
PRGOPERRIGO CO PLC F
$211.8M
IFFINTERNTNL FLAVORS & FRAG
$200.0M
0VVBPARAMOUNT GLOBAL CLASS B
$199.9M
CAGCONAGRA BRANDS INC
$194.5M
ULUNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$191.9M
SFMSprouts Farmers Market Inc
$190.6M
GLWCORNING INC
$190.1M
CATCaterpillar Inc
$181.4M
LINLINDE PLC F
$177.9M
ETNEATON CORP PLC F
$175.9M
PTACohen And Steers
$173.0M
KELKELLANOVA
$163.6M
GROYGOLD RTY CORP CDA F
$162.2M
DHRDanaher Corp
$160.7M
NXSTNEXSTAR MEDIA GROUP INC
$158.0M
BAXBAXTER INTL INC
$156.7M
CARRCARRIER GLOBAL CORP
$151.9M
KTOSKRATOS DEFENSE & SEC SOL
$151.4M
SPTIState Street Global Advisors SPDR Trust
$151.4M
BCEBCE INC F
$151.3M
TSLATESLA INC
$149.4M
CLCOLGATE PALMOLIVE CO
$143.6M
STMSTMICROELECTRONICS N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$137.5M
OLAORLA MNG LTD NEW F
$135.7M
KMIKINDER MORGAN INC DEL
$132.9M
AMTAMERICAN TOWER CORP
$130.2M
OMCOMNICOM GROUP INC
$129.1M
OTXOPEN TEXT CORP F
$128.4M
RKLBROCKET LAB USA INC
$123.7M
TTENTOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$121.3M
EBAEBAY INC
$120.8M
PKGPACKAGING CORP AMER
$116.6M
MOG/AMOOG INC CLASS A
$114.0M
BRKRBRUKER CORP
$112.0M
EDRENDEAVOUR SILVER CORP F
$108.7M
MOALTRIA GROUP INC
$108.0M
DOWDOW INC
$106.7M
TAT&T INC
$105.5M
ADSKAUTODESK INC
$104.9M
VANGUARD INDEX FUNDS
$103.5M
AFLAflac Inc
$103.4M
AWMSKYWORKS SOLUTIONS INC
$103.3M
OTISOTIS WORLDWIDE CORP
$103.0M
IPGINTERPUBLIC GROUP COS IN
$101.6M
OKEONEOK INC NEW
$101.5M
TRMBTRIMBLE INC
$100.9M
DCODUCOMMUN INC DEL
$98.2M
BUSDBARNES GROUP INC
$94.9M
PAYXPAYCHEX INC
$93.9M
WOPWOODSIDE ENERGY GROUP FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$93.6M
PBRPETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS
$93.2M
TDYTELEDYNE TECHNOLOGIES IN
$92.8M
W3UWESTERN UN CO
$91.2M
TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
$88.9M
NVTNVENT ELEC PLC F
$88.3M
GOOGALPHABET INC CLASS C
$87.6M
DHSWISDOMTREE
$87.6M
GOOGLALPHABET INC CLASS A
$87.1M
DEAEASTERLY GOVT PPTYS INC
$86.9M
IRON MTN INC NEW
$86.2M
LUMNLUMEN TECHNOLOGIES INC
$83.5M
VALEVALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$83.4M
KMBKIMBERLY CLARK CORP
$81.9M
MIGAMICROSTRATEGY INC CLASS A
$79.1M
MCHPMICROCHIP TECHNOLOGY INC
$78.3M
PKEPARK AEROSPACE CORP
$77.8M
JJACOBS SOLUTIONS INC
$77.6M
GILDGILEAD SCIENCES INC
$73.9M
DFASDIMENSIONAL
$71.6M
BALLBALL CORP
$69.6M
ENQENTEGRIS INC
$68.6M
ALSALLSTATE CORP
$67.5M
TKRTIMKEN CO
$65.7M
HXLHEXCEL CORP NEW
$65.6M
IUSINVESCO
$64.8M
DDOMINION ENERGY INC
$64.6M
EXREXTRA SPACE STORAGE INC
$62.2M
PAYCPaycom Software Inc
$61.5M
GISGENERAL MLS INC
$60.6M
ADMARCHER-DANIELS MIDLAND C
$58.1M
ZBHZimmer Biomet Holdings Inc
$58.1M
EQREQUITY RESIDENTIAL
$57.4M
DISDISNEY WALT CO
$57.3M
MDYState Street Global Advisors SPDR Trust
$57.0M
EXGEATON VANCE TAX ADVANTAG
$56.5M
KOFCOCA-COLA FEMSA S A B FSPONSORED ADR 1 ADR REPS 10 ORD SHS
$56.5M
DLODLOCAL LTD FCLASS A
$55.2M
GLPIGAMING & LEISURE PPTYS I
$53.0M
NZUSState Street Global Advisors SPDR Trust
$52.5M
FNDFState Street Global Advisors SPDR Trust
$51.7M
VIVTELEFONICA BRASIL SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$51.2M
NVSNNOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$51.1M
VIGIVANGUARD
$50.7M
UGIUGI CORP NEW
$49.4M
CCUCOMPANIA CERVECERIAS U FSPONSORED ADR 1 ADR REPS 2 ORD SHS
$43.9M
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