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home / news releases / TNLIF - Tracking Ron Baron's BAMCO Portfolio - Q4 2019 Update


TNLIF - Tracking Ron Baron's BAMCO Portfolio - Q4 2019 Update

This article is first in a series that provides an ongoing analysis of the changes made to BAMCO Inc.'s 13F stock portfolio on a quarterly basis. It is based on Ron Baron's regulatory 13F Form filed on 02/18/2020. The 13F portfolio value increased ~8% from $24.31B to $26.19B this quarter. The holdings are diversified with recent 13F reports showing around 350 positions. There are 48 securities that are significantly large (more than ~0.5% of the portfolio each) and they are the focus of this article. The largest five stakes are CoStar Group (CSGP), Vail Resorts

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Stock Information

Company Name: Trainline PLC
Stock Symbol: TNLIF
Market: OTC
Website: thetrainline.com

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