Bonness Enterprises Inc.
Bonness Enterprises Inc is an investment firm headquartered in Washington, DC, United States. It manages a portfolio of public equity investments and files periodic 13F reports with the SEC. The firm’s activities and employee count are not widely publicized and it primarily serves institutional and high-net-worth clients in the United States, but further specifics about its founding year, staff, or service model are not disclosed in public filings.
Investment Strategy
Bonness Enterprises Inc appears to pursue a strategy focused on minority stakes in public companies across multiple sectors, based on its 13F filings. The firm utilizes fundamental analysis to select equity investments and has recently reported new and existing holdings in large public companies, including those in the technology, telecommunications, and pharmaceutical sectors. The overall approach appears diversified and long-term, consistent with conventional institutional investment management, but specific investment philosophies or proprietary methodologies have not been made public.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PGR | PROGRESSIVE CORP | 41.51% | $126.6M | 512,457 | $29.15 | $246.95 | -$11.5M |
S SYK | STRYKER CORPORATION | 7.94% | $24.2M | 65,489 | $64.47 | $369.67 | -$1.7M |
M MSFT | MICROSOFT CORP | 6.90% | $21.0M | 40,600 | $34.43 | $517.95 | +$833.9K |
A AAPL | APPLE INC | 4.55% | $13.9M | 54,440 | $14.66 | $254.63 | +$2.7M |
A ABBV | ABBVIE INC | 2.80% | $8.5M | 36,900 | $43.98 | $231.54 | +$1.7M |