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Eric Brugel — Institutional Investor Profile | Buyside Digest

Eric Brugel

Institutional Investor • Grey Owl Capital

Value

$97M

Stocks

37 Stocks

Turnover

0.0%

CIK

0001599375EDGAR ↗

Website ↗

Top Holdings

BRK.B(10.76%) IAUM(10.45%) MKL(9.62%) NOV(6.72%) JEF(5.66%)

About Investor

The firm's investment philosophy emphasizes a value-oriented approach that has evolved beyond traditional metrics to incorporate growth optionality and momentum investing. Grey Owl believes that value investing requires a long time horizon and views momentum as a complement to value, supported by empirical evidence showing both strategies outperform markets over time with negative correlation. They evaluate investments at individual security, sector, and geographic levels, using ETFs when value exists broadly but not in specific securities. The firm maintains that preservation of capital is paramount and employs hedging strategies, choosing to prioritize risk management over capturing final bull market gains.

Investor Philosophy

Investment philosophy details pending verification.

Eric Brugel Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
BRK.B	None	Berkshire Hathaway, Inc.	General	$7.0M	10.8%	No Change
IAUM	None	iShares Gold Trust Micro - US ETP	General	$6.8M	10.4%	No Change
MKL	None	Markel Group	Financials	$6.3M	9.6%	No Change
NOV	None	NOV Inc.	Energy	$4.4M	6.7%	No Change
JEF	None	Jefferies Financial Group Inc.	Financials	$3.7M	5.7%	No Change
EBAY	None	eBay Inc.	Consumer Discretionary	$3.7M	5.6%	No Change
CG	None	The Carlyle Group Inc.	Financials	$3.0M	4.7%	No Change
CPRT	None	Copart	Industrials	$2.9M	4.4%	No Change
EXC	None	Exelon	Utilities	$2.8M	4.3%	No Change
BHC	None	Bausch Health Companies Inc.	Healthcare	$2.5M	3.8%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
IAUiShares Gold Trust	$6.8M	-100.0%	0.0%	Sold Out
XRTSPDR SERIES TRUST	$1.9M	-100.0%	0.0%	Sold Out
IEOISHARES TR	$1.4M	-100.0%	0.0%	Sold Out
TAT&T Inc.	$256K	-100.0%	0.0%	Sold Out

13F Sector Breakdown

General32.7%

Financials23.6%

Industrials10.8%

Consumer Discretionary9.1%

Energy7.3%

Sector	Stocks	Value	Exposure
General	14	$21.4M	32.7%
Financials	5	$15.5M	23.6%
Industrials	5	$7.1M	10.8%
Consumer Discretionary	3	$5.9M	9.1%
Energy	2	$4.8M	7.3%
Utilities	2	$3.0M	4.6%
Healthcare	1	$2.5M	3.8%
Communication Services	2	$2.2M	3.3%
Health Care	1	$1.6M	2.4%
Information Technology	2	$1.5M	2.4%