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BEXIL INVESTMENT TRUST (BXSY) is an CEF managed by Independent / Boutique. Its largest position is STEEL DYNAMICS INC (STLD), representing 9.57% of fund assets.

BEXIL INVESTMENT TRUST Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
BXSY
Type:
CEF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 28, 2026
Showing 25 out of 25 holdings
Holding Weight Market Value Shares
-
STEEL DYNAMICS INC
9.57% $28,800,000.00 160,000
-
LAM RESEARCH CORP
6.88% $20,725,020.00 97,000
-
Interactive Brokers Group, Inc.
6.77% $20,389,280.00 304,000
-
IAMGOLD CORP
6.50% $19,572,800.00 1,040,000
-
Alphabet Inc.
6.27% $18,892,692.00 65,700
-
MUELLER INDUSTRIES INC
5.94% $17,883,120.00 161,400
-
WILLIAMS SONOMA INC
5.81% $17,503,680.00 96,000
-
NMI Holdings, Inc.
4.72% $14,224,767.26 379,226
-
LPL Financial Holdings Inc.
4.65% $13,988,595.00 46,500
-
Clear Secure, Inc.
4.42% $13,315,364.14 275,054
-
APPLIED MATERIALS INC /DE
4.11% $12,380,717.36 12,380,717
-
PROGRESSIVE CORP/OH/
3.95% $11,894,400.00 60,000
-
HCA Healthcare, Inc.
3.95% $11,878,324.00 25,100
-
Essent Group Ltd.
3.88% $11,688,000.00 200,000
-
DILLARD'S, INC.
3.86% $11,613,833.00 20,300
-
UNITED RENTALS, INC.
3.51% $10,564,120.00 14,500
-
CONSTELLATION SOFTWARE INC/CAN
3.27% $9,831,301.67 5,600
-
QUALYS, INC.
2.29% $6,894,731.55 78,483
-
NVR INC
2.29% $6,886,372.35 1,045
-
Nutex Health Inc.
1.96% $5,892,480.00 62,000
-
Alarm.com Holdings, Inc.
1.71% $5,161,205.00 119,500
-
UNITEDHEALTH GROUP INC
1.21% $3,652,965.00 13,500
-
TOREX GOLD RESOURCES INC
1.01% $3,036,384.28 66,148
-
Elevance Health, Inc.
0.93% $2,810,400.00 9,600
-
NAMSYS INC
0.61% $1,822,197.30 2,112,200
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