Filed: 4/21/2026ACC: 0001840740-26-000002
📋 What this filing means
BENNETT SELBY INVESTMENTS LP filed this quarterly 13F‑HR report disclosing 81 equity positions with a total reported market value of $284.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
81
Positions
$284.71M
Total AUM (reported)
1.65M
Total Shares
Allocation by class
COM$151.04M53.0%
CAP STK CL C$41.56M14.6%
CL A$37.71M13.2%
COM CL A$18.32M6.4%
CL B NEW$11.83M4.2%
TR UNIT$4.48M1.6%
COM NEW$3.30M1.2%
Portfolio Concentration
Top 3$99.97M35.1%
4–10$81.99M28.8%
11–25$59.17M20.8%
Rest$43.58M15.3%
Top 3 weight
35.1%
Top 10 weight
63.9%
Voting Authority Distribution
Total shares with voting rights: 1.65M
Sole
Full voting authority
1.65M
shares
% of voting shares100.0%
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)
Sole81
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings81
Rows:
ALPHABET INC
SOLEShares144.88K
TypeSH
Market value$41.56M
14.60%
Sole
144.88K
Shared
0.00
None
0.00
APPLE INC
SOLEShares150.17K
TypeSH
Market value$38.11M
13.39%
Sole
150.17K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares35.47K
TypeSH
Market value$20.30M
7.13%
Sole
35.47K
Shared
0.00
None
0.00
VISA INC
SOLEShares60.63K
TypeSH
Market value$18.32M
6.44%
Sole
60.63K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares4.09K
TypeSH
Market value$17.23M
6.05%
Sole
4.09K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares24.69K
TypeSH
Market value$11.83M
4.16%
Sole
24.69K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares20.37K
TypeSH
Market value$10.18M
3.58%
Sole
20.37K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares54.68K
TypeSH
Market value$9.54M
3.35%
Sole
54.68K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares36.86K
TypeSH
Market value$7.68M
2.70%
Sole
36.86K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares100.24K
TypeSH
Market value$7.21M
2.53%
Sole
100.24K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares19.16K
TypeSH
Market value$7.09M
2.49%
Sole
19.16K
Shared
0.00
None
0.00
MARSH & MCLENNAN COS INC
SOLEShares38.29K
TypeSH
Market value$6.64M
2.33%
Sole
38.29K
Shared
0.00
None
0.00
FLOOR & DECOR HLDGS INC
SOLEShares122.19K
TypeSH
Market value$6.21M
2.18%
Sole
122.19K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares61.16K
TypeSH
Market value$5.88M
2.07%
Sole
61.16K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares6.89K
TypeSH
Market value$4.48M
1.57%
Sole
6.89K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares18.21K
TypeSH
Market value$4.45M
1.56%
Sole
18.21K
Shared
0.00
None
0.00
DOMINOS PIZZA INC
SOLEShares11.87K
TypeSH
Market value$4.26M
1.50%
Sole
11.87K
Shared
0.00
None
0.00
GRACO INC
SOLEShares35.91K
TypeSH
Market value$3.04M
1.07%
Sole
35.91K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares32.09K
TypeSH
Market value$2.88M
1.01%
Sole
32.09K
Shared
0.00
None
0.00
WELLS FARGO & CO
SOLEShares33.19K
TypeSH
Market value$2.64M
0.93%
Sole
33.19K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares8.76K
TypeSH
Market value$2.58M
0.91%
Sole
8.76K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares2.38K
TypeSH
Market value$2.37M
0.83%
Sole
2.38K
Shared
0.00
None
0.00
TREX INC
SOLEShares61.22K
TypeSH
Market value$2.23M
0.78%
Sole
61.22K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares2.42K
TypeSH
Market value$2.22M
0.78%
Sole
2.42K
Shared
0.00
None
0.00
NIKE INC
SOLEShares41.64K
TypeSH
Market value$2.20M
0.77%
Sole
41.64K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 144.88K | SH | $41.56M 14.60% | 144.88K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 150.17K | SH | $38.11M 13.39% | 150.17K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 35.47K | SH | $20.30M 7.13% | 35.47K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 60.63K | SH | $18.32M 6.44% | 60.63K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 4.09K | SH | $17.23M 6.05% | 4.09K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 24.69K | SH | $11.83M 4.16% | 24.69K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 20.37K | SH | $10.18M 3.58% | 20.37K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 54.68K | SH | $9.54M 3.35% | 54.68K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 36.86K | SH | $7.68M 2.70% | 36.86K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 100.24K | SH | $7.21M 2.53% | 100.24K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 19.16K | SH | $7.09M 2.49% | 19.16K | 0.00 | 0.00 |
MARSH & MCLENNAN COS INCSOLE | COM | 38.29K | SH | $6.64M 2.33% | 38.29K | 0.00 | 0.00 |
FLOOR & DECOR HLDGS INCSOLE | CL A | 122.19K | SH | $6.21M 2.18% | 122.19K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 61.16K | SH | $5.88M 2.07% | 61.16K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.89K | SH | $4.48M 1.57% | 6.89K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 18.21K | SH | $4.45M 1.56% | 18.21K | 0.00 | 0.00 |
DOMINOS PIZZA INCSOLE | COM | 11.87K | SH | $4.26M 1.50% | 11.87K | 0.00 | 0.00 |
GRACO INCSOLE | COM | 35.91K | SH | $3.04M 1.07% | 35.91K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 32.09K | SH | $2.88M 1.01% | 32.09K | 0.00 | 0.00 |
WELLS FARGO & COSOLE | COM | 33.19K | SH | $2.64M 0.93% | 33.19K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 8.76K | SH | $2.58M 0.91% | 8.76K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 2.38K | SH | $2.37M 0.83% | 2.38K | 0.00 | 0.00 |
TREX INCSOLE | COM | 61.22K | SH | $2.23M 0.78% | 61.22K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 2.42K | SH | $2.22M 0.78% | 2.42K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 41.64K | SH | $2.20M 0.77% | 41.64K | 0.00 | 0.00 |
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