Sustainable Insight Capital Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Palantir
PLTR
|
+$21.9M |
| 2 |
Tesla
TSLA
|
+$7.7M |
| 3 |
Booking.com
BKNG
|
+$7.58M |
| 4 |
T-Mobile US
TMUS
|
+$5.49M |
| 5 |
Automatic Data Processing
ADP
|
+$4.36M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lam Research
LRCX
|
+$25.4M |
| 2 |
O'Reilly Automotive
ORLY
|
+$18.1M |
| 3 |
Amazon
AMZN
|
+$10.8M |
| 4 |
AT&T
T
|
+$10.5M |
| 5 |
Meta Platforms (Facebook)
META
|
+$4.56M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 43.89% |
| 2 | Financials | 12.96% |
| 3 | Communication Services | 11.29% |
| 4 | Healthcare | 10% |
| 5 | Consumer Discretionary | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Monolithic Power Systems
MPWR
$68.9B
| $201K | 0.07% |
222
-22
| -9% | -$21.2K |
|
77
Plug Power
PLUG
$3.1B
| $31.3K | 0.01% |
+15,900
| New | +$41.5K |
|
78
American Tower
AMT
$79B
| – | – |
-2,423
| Closed | -$466K |
|
79
Church & Dwight Co
CHD
$24.4B
| – | – |
-5,628
| Closed | -$493K |
|
80
Live Nation Entertainment
LYV
$42.7B
| – | – |
-1,700
| Closed | -$278K |
|
81
The Mosaic Company
MOS
$7.34B
| – | – |
-22,000
| Closed | -$763K |
|
82
Oracle
ORCL
$419B
| – | – |
-814
| Closed | -$229K |
|
|
83
O'Reilly Automotive
ORLY
$74.9B
| – | – |
-167,645
| Closed | -$18.1M |
|
84
Packaging Corp of America
PKG
$22.9B
| – | – |
-3,400
| Closed | -$741K |
|
85
Sherwin-Williams
SHW
$88.5B
| – | – |
-1,255
| Closed | -$435K |
|
86
Southern Company
SO
$106B
| – | – |
-11,382
| Closed | -$1.08M |
|
|
87
AT&T
T
$168B
| – | – |
-370,457
| Closed | -$10.5M |
|
88
Visa
V
$677B
| – | – |
-619
| Closed | -$211K |
|
89
Vistra
VST
$48.6B
| – | – |
-1,400
| Closed | -$274K |
|
Similar funds
Sustainable Insight Capital Management's Q4 2025 Portfolio in Review
As of Q4 2025, Sustainable Insight Capital Management held 89 positions worth $300M, down 5.9% from $318M the previous quarter. Its ten largest holdings account for 56% of the portfolio.
Sustainable Insight Capital Management withdrew a net $28.4M in Q4 2025, closing 12 positions and reducing 41 holdings. Its most notable exit was O'Reilly Automotive, an estimated $18.1M position sold in full.
By sector, the portfolio is most concentrated in Technology at 44% of assets, up from 42% a quarter earlier, followed by Financials and Communication Services.
Against the trend, Sustainable Insight Capital Management opened a new position in Booking.com worth $7.89M.
- Sustainable Insight Capital Management's largest Q4 2025 buy was Booking.com: 36,825 shares worth $7.89M.
- Sustainable Insight Capital Management added most to Palantir in Q4 2025, an estimated $21.9M increase.
- Sustainable Insight Capital Management's biggest Q4 2025 reduction was Lam Research, cutting an estimated $25.4M.
- Sustainable Insight Capital Management fully exited O'Reilly Automotive in Q4 2025, selling an estimated $18.1M.
- Sustainable Insight Capital Management's ten largest holdings make up 56% of its $300M portfolio in Q4 2025.
- Sustainable Insight Capital Management opened 18 new positions and closed 12 in Q4 2025.
- Sustainable Insight Capital Management's portfolio value fell 5.9% quarter-over-quarter to $300M.
Based on Sustainable Insight Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.