SEC 13F Intelligence

Managers / Q2 2020 · view latest →

LEUTHOLD GROUP, LLC

CIK 0001170152 · 150 SOUTH FIFTH STREET, SUITE 1700, MINNEAPOLIS, MN, 55402 · 6123329141

Reported Value
$672M
Q2 2020
Positions
154
Filings on Record
31
2019–present window
Filed
Aug 14, 2020
original filing

Summary

Leuthold Group, Llc reported $672M in U.S.-listed holdings across 154 positions for Q2 2020.

Its largest position, GQ9, represents 4.6% of the portfolio.

Compared with Q1 2020, the fund opened 34 new positions and exited 27.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $698MQ4 ’18Q1 ’19: $743MQ2 ’19: $775MQ3 ’19: $763MQ4 ’19: $768MQ4 ’19Q1 ’20: $555MQ2 ’20: $672MQ3 ’20: $729MQ4 ’20: $759MQ4 ’20Q1 ’21: $793MQ2 ’21: $815MQ3 ’21: $815MQ4 ’21: $854MQ4 ’21Q1 ’22: $781MQ2 ’22: $704MQ3 ’22: $664MQ4 ’22: $742.0BQ4 ’22Q1 ’23: $757MQ2 ’23: $772MQ3 ’23: $713MQ4 ’23: $799MQ4 ’23Q1 ’24: $888MQ2 ’24: $865MQ3 ’24: $900MQ4 ’24: $833MQ4 ’24Q1 ’25: $770MQ2 ’25: $837MQ3 ’25: $914MQ4 ’25: $926MQ4 ’25Q1 ’26: $939Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$939M211May 6, 202613F-HRchanges · EDGAR ↗
Q4 2025$926M207Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$914M205Nov 6, 202513F-HRchanges · EDGAR ↗
Q2 2025$837M206Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$770M201May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$833M191Feb 3, 202513F-HRchanges · EDGAR ↗
Q3 2024$900M172Oct 24, 202413F-HRchanges · EDGAR ↗
Q2 2024$865M180Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$888M178May 6, 202413F-HRchanges · EDGAR ↗
Q4 2023$799M174Feb 6, 202413F-HRchanges · EDGAR ↗
Q3 2023$713M182Nov 7, 202313F-HRchanges · EDGAR ↗
Q2 2023$772M199Aug 8, 202313F-HRchanges · EDGAR ↗
Q1 2023$757M191Apr 18, 202313F-HRchanges · EDGAR ↗
Q4 2022$742.0B191Feb 7, 2023RESTATEMENTchanges · EDGAR ↗
Q3 2022$664M181Oct 31, 202213F-HRchanges · EDGAR ↗
Q2 2022$704M183Aug 1, 202213F-HRchanges · EDGAR ↗
Q1 2022$781M189May 4, 202213F-HRchanges · EDGAR ↗
Q4 2021$854M199Feb 3, 202213F-HRchanges · EDGAR ↗
Q3 2021$815M197Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$815M182Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$793M179May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$759M172Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$729M165Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$672M154Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$555M147May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$768M166Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$763M173Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$775M187Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$743M179May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$698M185Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.