Loews Corp
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Loews Corp reported 25 stock positions worth $13.0 billion. Its top holding was Cna Financial (CNA) at 96.7% of the portfolio, followed by Hanesbrands (HBI, 1.0%) and Uber Technologies (UBER, 0.3%). Compared with Q4 2024, it opened 7 new positions, sold out of 3, added to 8 and reduced 7. The biggest buy was a new position in Uber Technologies (UBER) and the biggest sale an exit from Lear (LEA).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0000060086
- Portfolio Value
- $13.0B (Q1 2025)
- SEC Filing
- 0000060086-25-000121 ↗ filed May 15, 2025
Holdings Value
Holdings 25 stocks · $13.0B
| CNA Cna Financial Corp. | 96.69% | 248,414,738 | $12.6B | No change |
| HBI Hanesbrands Inc. | 1.03% | 23,312,575 | $134.5M | Add +40.1% |
| UBER Uber Technologies Inc. | 0.27% | 485,000 | $35.3M | New |
| BERY Berry Global Group Inc. | 0.19% | 355,000 | $24.8M | Add +4.4% |
| ELV Elevance Health Inc. | 0.15% | 46,000 | $20.0M | Add +9.5% |
| ECC Eagle Point Credit Co. | 0.15% | 2,450,000 | $19.8M | New |
| META Meta Platforms Inc. Class A | 0.15% | 34,000 | $19.6M | Reduce -6.8% |
| ALLY Ally Financial Inc. | 0.12% | 420,000 | $15.3M | No change |
| LNG Cheniere Energy Inc. | 0.12% | 65,000 | $15.0M | Reduce -29.4% |
| KMI Kinder Morgan Inc. | 0.11% | 525,000 | $15.0M | New |
| LYB Lyondellbasell Indu Class A | 0.11% | 207,000 | $14.6M | Add +93.5% |
| APO Apollo Global Management Inc. | 0.10% | 100,000 | $13.7M | Reduce -16.7% |
| COF Capital One Financial Corp. | 0.10% | 75,000 | $13.4M | New |
| ARW Arrow Electronics Inc. | 0.10% | 120,000 | $12.5M | Reduce -27.7% |
| GOOGL Alphabet Inc. Class A | 0.09% | 75,000 | $11.6M | Reduce -14.3% |
| FERG Ferguson Enterprises Inc. | 0.09% | 70,000 | $11.2M | Add +52.2% |
| AMTM Amentum Holdings Inc. | 0.08% | 572,684 | $10.4M | New |
| GM General Motors Co. | 0.06% | 160,000 | $7.5M | Reduce -5.9% |
| CMCSA Comcast Corp. Class A | 0.06% | 200,000 | $7.4M | Reduce -9.1% |
| DHI D.R. Horton Inc. | 0.05% | 55,000 | $7.0M | Add +175.0% |
| NTR Nutrien Ltd. | 0.05% | 140,000 | $7.0M | New |
| AVT Avnet Inc. | 0.04% | 120,000 | $5.8M | New |
| TMHC Taylor Morrison Home Corp. | 0.03% | 70,000 | $4.2M | Add +27.3% |
| MAGN Magnera Corp. | 0.03% | 220,500 | $4.0M | Add +224.4% |
| VGZ Vista Gold Corp. | 0.02% | 3,424,217 | $2.8M | No change |
Portfolio Sells Q4 2024 → Q1 2025
| LEA Lear Corp. | Sold out | 0.00% | −0.09 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.06 |
| ARW Arrow Electronics Inc. | Reduce -27.7% | 0.10% | −0.06 |
| APO Apollo Global Management Inc. | Reduce -16.7% | 0.10% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -14.3% | 0.09% | −0.05 |
| LNG Cheniere Energy Inc. | Reduce -29.4% | 0.12% | −0.04 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -6.8% | 0.15% | −0.02 |
| GM General Motors Co. | Reduce -5.9% | 0.06% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -9.1% | 0.06% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| UBER Uber Technologies Inc. | New | 0.27% | +0.27 |
| ECC Eagle Point Credit Co. | New | 0.15% | +0.15 |
| KMI Kinder Morgan Inc. | New | 0.11% | +0.11 |
| COF Capital One Financial Corp. | New | 0.10% | +0.10 |
| AMTM Amentum Holdings Inc. | New | 0.08% | +0.08 |
| NTR Nutrien Ltd. | New | 0.05% | +0.05 |
| LYB Lyondellbasell Indu Class A | Add +93.5% | 0.11% | +0.05 |
| AVT Avnet Inc. | New | 0.04% | +0.04 |
| DHI D.R. Horton Inc. | Add +175.0% | 0.05% | +0.03 |
| ELV Elevance Health Inc. | Add +9.5% | 0.15% | +0.03 |
| FERG Ferguson Enterprises Inc. | Add +52.2% | 0.09% | +0.02 |
| MAGN Magnera Corp. | Add +224.4% | 0.03% | +0.02 |
| BERY Berry Global Group Inc. | Add +4.4% | 0.19% | +0.01 |
| TMHC Taylor Morrison Home Corp. | Add +27.3% | 0.03% | +0.01 |
| HBI Hanesbrands Inc. | Add +40.1% | 1.03% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 28 | $12.5B | CNA, BLDR, TEAM, CHKP, AVTR |
| Q1 2026 | 25 | $11.9B | CNA, BLDR, TEAM, META, AMZN |
| Q4 2025 | 26 | $12.3B | CNA, GIL, BLDR, AMCR, ALSN |
| Q3 2025 | 23 | $12.0B | CNA, HBI, ELV, AMCR, JBS |
| Q2 2025 | 27 | $12.1B | CNA, HBI, UBER, AVTR, AMCR |
| Q1 2025 | 25 | $13.0B | CNA, HBI, UBER, BERY, ELV |
| Q4 2024 | 21 | $12.4B | CNA, HBI, BERY, META, APO |
| Q3 2024 | 18 | $12.6B | CNA, HBI, BERY, ARW, INGR |
| Q2 2024 | 19 | $11.8B | CNA, HBI, ARW, BERY, INGR |
| Q1 2024 | 19 | $11.6B | CNA, HBI, ARW, BERY, LYB |