EC
Ensemble Capital disclosed increased in FIRST AMERN FINL CORP
Ensemble Capital filed a 13F change in FIRST AMERN FINL CORP (31847R102) on 2024-11-12, covering period end 2024-09-30.
Action
Increased
Capital
$53,250,201 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
24 changes from Ensemble Capital, filed 2024-11-12 for period end 2024-09-30.
$1.2B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
02079K305 ALPHABET INC | Reduced | -$22.1M | $68.7M | 1.87% |
81762P102 SERVICENOW INC | Reduced | -$19.4M | $51.2M | 1.65% |
654106103 NIKE INC | Reduced | -$13.9M | $24.7M | 1.17% |
09857L108 BOOKING HOLDINGS INC | Reduced | -$13.5M | $93.5M | 1.15% |
L7579L106 PERIMETER SOLUTIONS SA | Increased | $12.7M | $46.3M | 1.08% |
64110L106 NETFLIX INC | Reduced | -$6.4M | $83.5M | 0.54% |
574795100 MASIMO CORP | Reduced | -$5.9M | $45.4M | 0.50% |
11133T103 BROADRIDGE FINL SOLUTIONS IN | Reduced | -$5.7M | $81.9M | 0.48% |
45167R104 IDEX CORP | Reduced | -$5.1M | $46.2M | 0.43% |
32654105 ANALOG DEVICES INC | Reduced | -$5.0M | $68.1M | 0.42% |
704326107 PAYCHEX INC | Reduced | -$4.4M | $58.8M | 0.37% |
515098101 LANDSTAR SYS INC | Reduced | -$3.9M | $43.5M | 0.33% |
57636Q104 MASTERCARD INCORPORATED | Reduced | -$3.6M | $94.0M | 0.31% |
437076102 HOME DEPOT INC | Reduced | -$2.9M | $98.2M | 0.25% |
311900104 FASTENAL CO | Reduced | -$2.1M | $18.5M | 0.18% |
62944T105 NVR INC | Reduced | -$1.7M | $81.4M | 0.15% |
N3167Y103 FERRARI N V | Reduced | -$1.4M | $56.2M | 0.12% |
922475108 VEEVA SYS INC | Reduced | -$1.1M | $34.1M | 0.09% |
384747101 GRAIL INC | Sold out | -$711,677 | $0 | 0.06% |
31847R102 FIRST AMERN FINL CORP | Increased | $621,221 | $53.3M | 0.05% |
452327109 ILLUMINA INC | Increased | $540,667 | $29.7M | 0.05% |
942622200 WATSCO INC | Sold out | -$391,438 | $0 | 0.03% |
169656105 CHIPOTLE MEXICAN GRILL INC | Reduced | -$176,371 | $1.8M | 0.01% |
855244109 STARBUCKS CORP | Increased | $86,337 | $428,566 | 0.01% |