Filed: 1/8/2026ACC: 0001840740-26-000001
📋 What this filing means
BENNETT SELBY INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $310.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
84
Positions
$310.52M
Total AUM (reported)
1.63M
Total Shares
Allocation by class
COM$161.39M52.0%
CAP STK CL C$45.43M14.6%
CL A$43.44M14.0%
COM CL A$20.56M6.6%
CL B NEW$12.37M4.0%
TR UNIT$4.62M1.5%
COM NEW$3.84M1.2%
Portfolio Concentration
Top 3$109.62M35.3%
4–10$91.79M29.6%
11–25$62.02M20.0%
Rest$47.09M15.2%
Top 3 weight
35.3%
Top 10 weight
64.9%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole84
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings84
Rows:
ALPHABET INC
SOLEShares144.78K
TypeSH
Market value$45.43M
14.63%
Sole
0.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares149.97K
TypeSH
Market value$40.77M
13.13%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares35.47K
TypeSH
Market value$23.41M
7.54%
Sole
0.00
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares4K
TypeSH
Market value$21.41M
6.89%
Sole
0.00
Shared
0.00
None
0.00
VISA INC
SOLEShares58.62K
TypeSH
Market value$20.56M
6.62%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares24.62K
TypeSH
Market value$12.37M
3.99%
Sole
0.00
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares19.94K
TypeSH
Market value$11.38M
3.67%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.03K
TypeSH
Market value$9.20M
2.96%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares45.26K
TypeSH
Market value$8.44M
2.72%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares36.49K
TypeSH
Market value$8.42M
2.71%
Sole
0.00
Shared
0.00
None
0.00
FLOOR & DECOR HLDGS INC
SOLEShares120.64K
TypeSH
Market value$7.35M
2.37%
Sole
0.00
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares37.18K
TypeSH
Market value$6.90M
2.22%
Sole
0.00
Shared
0.00
None
0.00
DOMINOS PIZZA INC
SOLEShares13.94K
TypeSH
Market value$5.81M
1.87%
Sole
0.00
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares60.58K
TypeSH
Market value$5.68M
1.83%
Sole
0.00
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares61.89K
TypeSH
Market value$5.06M
1.63%
Sole
0.00
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares6.77K
TypeSH
Market value$4.62M
1.49%
Sole
0.00
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares18.21K
TypeSH
Market value$3.77M
1.21%
Sole
0.00
Shared
0.00
None
0.00
WELLS FARGO CO NEW
SOLEShares33.18K
TypeSH
Market value$3.09M
1.00%
Sole
0.00
Shared
0.00
None
0.00
NIKE INC
SOLEShares47.48K
TypeSH
Market value$3.02M
0.97%
Sole
0.00
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares58.43K
TypeSH
Market value$2.97M
0.96%
Sole
0.00
Shared
0.00
None
0.00
GRACO INC
SOLEShares35.91K
TypeSH
Market value$2.94M
0.95%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares8.76K
TypeSH
Market value$2.82M
0.91%
Sole
0.00
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares33.30K
TypeSH
Market value$2.80M
0.90%
Sole
0.00
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares2.41K
TypeSH
Market value$2.59M
0.83%
Sole
0.00
Shared
0.00
None
0.00
CELSIUS HLDGS INC
SOLEShares56.60K
TypeSH
Market value$2.59M
0.83%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 144.78K | SH | $45.43M 14.63% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 149.97K | SH | $40.77M 13.13% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 35.47K | SH | $23.41M 7.54% | 0.00 | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 4K | SH | $21.41M 6.89% | 0.00 | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 58.62K | SH | $20.56M 6.62% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 24.62K | SH | $12.37M 3.99% | 0.00 | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 19.94K | SH | $11.38M 3.67% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.03K | SH | $9.20M 2.96% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 45.26K | SH | $8.44M 2.72% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 36.49K | SH | $8.42M 2.71% | 0.00 | 0.00 | 0.00 |
FLOOR & DECOR HLDGS INCSOLE | CL A | 120.64K | SH | $7.35M 2.37% | 0.00 | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 37.18K | SH | $6.90M 2.22% | 0.00 | 0.00 | 0.00 |
DOMINOS PIZZA INCSOLE | COM | 13.94K | SH | $5.81M 1.87% | 0.00 | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 60.58K | SH | $5.68M 1.83% | 0.00 | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 61.89K | SH | $5.06M 1.63% | 0.00 | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.77K | SH | $4.62M 1.49% | 0.00 | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 18.21K | SH | $3.77M 1.21% | 0.00 | 0.00 | 0.00 |
WELLS FARGO CO NEWSOLE | COM | 33.18K | SH | $3.09M 1.00% | 0.00 | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 47.48K | SH | $3.02M 0.97% | 0.00 | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 58.43K | SH | $2.97M 0.96% | 0.00 | 0.00 | 0.00 |
GRACO INCSOLE | COM | 35.91K | SH | $2.94M 0.95% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 8.76K | SH | $2.82M 0.91% | 0.00 | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 33.30K | SH | $2.80M 0.90% | 0.00 | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.41K | SH | $2.59M 0.83% | 0.00 | 0.00 | 0.00 |
CELSIUS HLDGS INCSOLE | COM NEW | 56.60K | SH | $2.59M 0.83% | 0.00 | 0.00 | 0.00 |
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