
Lampert runs an ultra concentrated portfolio, his top three holdings are:
SHLD 34%
AZO 27%
AN 22%
Video coverage from Bloomberg below:

Lampert runs an ultra concentrated portfolio, his top three holdings are:
SHLD 34%
AZO 27%
AN 22%
Video coverage from Bloomberg below:
Also, the 3 sectors that Wall Street analysts are most bullish about. The usual suspects dominated in 2025 as both the Communication Services and Information Technology sectors helped boost the...