BRUNI J V & CO /CO NICE — NICE Ltd

Ownership history in BRUNI J V & CO /CO  ·  6 quarters on record

AI Ownership Summary

BRUNI J V & CO /CO reported NICE Ltd (NICE) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 4.01% in 2025 Q2. The latest visible filing shows NICE at 3.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NICE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRUNI J V & CO /CO's position in NICE Ltd, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NICE was reported at 3.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NICE stock page BRUNI J V & CO /CO fund profile BRUNI J V & CO /CO full holdings
How BRUNI J V & CO /CO held NICE — position size vs. price
% of Fund (quarterly)    NICE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 278,427 +25,197 +10.0% 3.09% $31.5M 2026-02-14 (Est.) $103.55
2025 Q3 ADDED — — — 253,230 +27,840 +12.4% 3.70% $36.7M 2025-11-10 $127.98
2025 Q2 ADDED — — — 225,390 +10,266 +4.8% 4.01% $38.1M 2025-08-06 $153.92
2025 Q1 ADDED — — — 215,124 +31,649 +17.2% 3.85% $33.2M 2025-05-12 $164.00
2024 Q4 ADDED — — — 183,475 +51,907 +39.5% 3.53% $31.2M 2025-02-05 $173.15
2024 Q3 INITIATED — — — 131,568 — — 2.55% $22.8M 2024-11-07 $185.31

🏢 Other funds also holding NICE

As of 2026 Q1 — sorted by position size

Kopion Asset Management, LLC 3Y 9.87% Haven Capital Group, Inc. 2.73% Corecam Pte. Ltd. 1.53% Corecam AG 1.5% Collaborative Fund Advisors, LLC 1.31% Taylor Frigon Capital Management LLC 3Y 7Y 1.13% Lakewood Asset Management LLC 3Y 0.86% Yelin Lapidot Holdings Management Ltd. 0.61% Murphy Pohlad Asset Management LLC 3Y 7Y 0.3% TT International Asset Management LTD 3Y 0.25%

FAQ About BRUNI J V & CO /CO and NICE

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRUNI J V & CO /CO reported owning NICE?

BRUNI J V & CO /CO reported NICE across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported NICE position in BRUNI J V & CO /CO's portfolio?

The largest reported portfolio weight for NICE was 4.01% in 2025 Q2.

What is the latest reported NICE position on this page?

The most recent filing on this page is 2025 Q4, when BRUNI J V & CO /CO reported 278,427 shares, equal to 3.09% of portfolio, with an estimated market value of $31.5M.

What does the chart on this NICE ownership page compare?

The chart compares BRUNI J V & CO /CO's quarterly NICE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BRUNI J V & CO /CO time their NICE position?

Based on 13F filing dates vs. subsequent NICE price moves, BRUNI J V & CO /CO correctly timed 0 out of 5 reported position changes (0%). The annualised alpha on NICE relative to SPY over the holding period was -43.8%.

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