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Portfolio (Quarterly) Guide ↗

Capital World Investors

· CIK 0001422849
13F Portfolio $732.9B AUM 620 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 110 New 248 Added 165 Reduced 64 Exited
Page 3 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BIO BIO RAD LABS INC Healthcare 450,000.0 $125.4M 0.02% NEW $278.75 +2.9%
42 SIRIUSPOINT LTD 5,600,000.0 $120.6M 0.02% NEW $21.54
43 AMCOR PLC 2,961,048.0 $117.7M 0.02% NEW $39.75
44 BWXT BWX TECHNOLOGIES INC Industrials 569,415.0 $116.4M 0.02% NEW $204.49 -1.0%
45 EFX EQUIFAX INC Industrials 628,105.0 $113.1M 0.01% NEW $180.07 -9.4%
46 FAF FIRST AMERN FINL CORP Financial Services 1,870,000.0 $112.7M 0.01% NEW $60.29 +12.5%
47 FSLY FASTLY INC Technology 3,754,537.0 $109.1M 0.01% NEW $29.06 -43.6%
48 GGB GERDAU SA Basic Materials 27,530,306.0 $99.4M 0.01% NEW $3.61 +30.2%
49 SII SPROTT INC Financial Services 677,654.0 $96.7M 0.01% NEW $142.71 -10.9%
50 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 1,010,000.0 $94.4M 0.01% NEW $93.48 -5.5%
51 THC TENET HEALTHCARE CORP Healthcare 491,957.0 $92.8M 0.01% NEW $188.71 -0.7%
52 LPX LOUISIANA PAC CORP Basic Materials 1,153,382.0 $83.9M 0.01% NEW $72.75 -3.6%
53 WHD CACTUS INC Energy 1,664,464.0 $78.8M 0.01% NEW $47.37 +31.2%
54 ECG EVERUS CONSTR GROUP Industrials 614,312.0 $72.5M 0.01% NEW $118.06 +27.7%
55 FLS FLOWSERVE CORP Industrials 942,871.0 $69.3M 0.01% NEW $73.51 -6.5%
56 AHR AMERICAN HEALTHCARE REIT INC Real Estate 1,435,135.0 $67.7M 0.01% NEW $47.16 +6.3%
57 MIRM MIRUM PHARMACEUTICALS INC Healthcare 724,415.0 $66.9M 0.01% NEW $92.38 +9.0%
58 TTMI TTM TECHNOLOGIES INC Technology 635,006.0 $61.9M 0.01% NEW $97.42 +73.8%
59 AZZ AZZ INC Industrials 490,109.0 $61.3M 0.01% NEW $125.13 +9.5%
60 MTRN MATERION CORP Basic Materials 415,000.0 $60.0M 0.01% NEW $144.65 +45.3%
Page 3 of 6  ·  110 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.7%
Healthcare 13.5%
Consumer Cyclical 12.3%
Financial Services 11.2%
Communication Services 11.1%
Industrials 9.3%
Consumer Defensive 5.5%
Energy 5.2%
Basic Materials 4.1%
Utilities 3.0%