0001580642-23-003794.txt : 20230726 0001580642-23-003794.hdr.sgml : 20230726 20230726124943 ACCESSION NUMBER: 0001580642-23-003794 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230726 DATE AS OF CHANGE: 20230726 EFFECTIVENESS DATE: 20230726 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Convergence Investment Partners, LLC CENTRAL INDEX KEY: 0001456133 IRS NUMBER: 263620998 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13404 FILM NUMBER: 231111774 BUSINESS ADDRESS: STREET 1: 3801 PGA BLVD. STREET 2: SUITE 1001 CITY: PALM BEACH GARDENS STATE: FL ZIP: 33410 BUSINESS PHONE: 5614948001 MAIL ADDRESS: STREET 1: 3801 PGA BLVD. STREET 2: SUITE 1001 CITY: PALM BEACH GARDENS STATE: FL ZIP: 33410 FORMER COMPANY: FORMER CONFORMED NAME: Mariner Quantitative Solutions, LLC DATE OF NAME CHANGE: 20090212 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001456133 XXXXXXXX 06-30-2023 06-30-2023 false Convergence Investment Partners, LLC

3801 PGA Blvd. Suite 1001 Palm Beach Gardens FL 33410

13F HOLDINGS REPORT 028-13404 N John C Callen 561-494-8001 /s/ John C Callen Milwaukee WI 07-25-2023 0 168 174161 INFORMATION TABLE 2 infotable.xml ADOBE SYSTEMS INCORPORATED COM 00724F101 853 1744 SH SOLE 1735 0 9 AMAZON COM INC COM 023135106 2951 22637 SH SOLE 22586 0 51 BRISTOL-MYERS SQUIBB CO COM 110122108 518 8098 SH SOLE 8098 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1405 4120 SH SOLE 4120 0 0 NISOURCE INC COM 65473P105 1646 60196 SH SOLE 60196 0 0 AMGEN INC COM 031162100 2720 12253 SH SOLE 12230 0 23 ABBOTT LABS COM 002824100 334 3065 SH SOLE 3034 0 31 ADVANCED MICRO DEVICES INC COM 007903107 286 2509 SH SOLE 2509 0 0 BEST BUY INC COM 086516101 1028 12539 SH SOLE 12539 0 0 ALTRIA GROUP INC COM 02209S103 2720 60042 SH SOLE 60042 0 0 FEDEX CORP COM 31428X106 286 1155 SH SOLE 1155 0 0 INTEL CORP COM 458140100 417 12459 SH SOLE 12459 0 0 ORACLE CORP COM 68389X105 1725 14484 SH SOLE 14484 0 0 QUALCOMM INC COM 747525103 1428 11994 SH SOLE 11994 0 0 DISNEY WALT CO COM 254687106 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