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Free — 5 of 29

Data as of Q4 2025

All position changes for LOEWS CORP. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	GIL GILDAN ACTIVEWEAR INC	New	888,655	—	$55.5M	0.5%	50
2025-Q4	BLDR Builders FirstSource Inc	New	280,000	—	$28.8M	0.2%	49
2025-Q4	AMCR Amcor PLC	Increased	3.2M	+5.0%	$26.3M	0.2%	37
2025-Q4	ALSN ALLISON TRANSMISSION HLDGS I	New	230,000	—	$22.5M	0.2%	48
2025-Q4	META Meta Platforms Inc	Increased	34,000	+33.3%	$22.4M	0.2%	45
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