Michelson Medical Research Foundation, Inc. reported 8 positions worth $39.38M for the quarter ended Jun 30, 2026, up 3.7% on the prior quarter. It opened 2 new positions, added to 0, trimmed 0 and exited 2. Its largest holding is Builders FirstSource, Inc. at 22% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BLDR Builders FirstSource, Inc. | Industrials | 97.0K | $8.68M | 22.04% | +97.0K | – | New | 0.09% |
| 2 | CME Cme Group Inc. | Financial Services | 39.0K | $8.61M | 21.87% | +39.0K | – | New | 0.01% |
| 3 | CNNE Cannae Holdings, Inc. | Financial Services | 480.6K | $6.92M | 17.58% | 0 | 0.0% | Unchanged | 1.1% |
| 4 | SAFE Safehold Inc. | Real Estate | 297.5K | $4.67M | 11.86% | 0 | 0.0% | Unchanged | 0.42% |
| 5 | MANU Manchester United plc | Consumer Discretionary | 200.0K | $4.59M | 11.65% | 0 | 0.0% | Unchanged | 0.11% |
| 6 | BATRK Atlanta Braves Holdings, Inc. | Consumer Discretionary | 45.1K | $2.34M | 5.95% | 0 | 0.0% | Unchanged | 0.07% |
| 7 | OCSL Oaktree Specialty Lending Corp | Financial Services | 170.1K | $2.03M | 5.16% | 0 | 0.0% | Unchanged | 0.19% |
| 8 | CRGY Crescent Energy Co | Energy | 156.2K | $1.53M | 3.89% | 0 | 0.0% | Unchanged | 0.05% |
Tip. Select a row to see that position’s full history at Michelson Medical Research Foundation.
As of its Q2 2026 13F filing, Michelson Medical Research Foundation, Inc.’s five largest positions were Builders FirstSource, Inc. (BLDR) at 22.0%, Cme Group Inc. (CME) at 21.9%, Cannae Holdings, Inc. (CNNE) at 17.6%, Safehold Inc. (SAFE) at 11.9%, Manchester United plc (MANU) at 11.6% of the reported portfolio.
Michelson Medical Research Foundation, Inc. reported a 13F portfolio worth $39.38M across 8 positions for Q2 2026. That is up 3.7% from the previous quarter.
Its largest purchases by value were Builders FirstSource, Inc. ($8.68M), Cme Group Inc. ($8.61M). It opened 2 new positions.
Its largest sales by value were Vail Resorts Inc ($11.04M), Unitedhealth Group Inc ($8.12M). It exited 2 positions entirely.
From the Form 13F-HR reports Michelson Medical Research Foundation, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.