Intrinsic Value Partners, LLC: 13F holdings
CIK 19103642026Q2
| Positions | 73 |
|---|---|
| Reported value | $146.3m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOG Alphabet Inc Class C | 44,520 | $15.7m | 10.7% |
| BRK-B Berkshire Hathaway Cl B | 30,177 | $15.1m | 10.3% |
| TSM Taiwan Semiconductor Manuf Co | 20,063 | $9.6m | 6.5% |
| GOOGL Alphabet Inc Class A | 23,144 | $8.3m | 5.7% |
| VTV Vanguard Value Etf | 28,812 | $6.3m | 4.3% |
| GE GE Aerospace | 16,138 | $6.0m | 4.1% |
| JOE St Joe Company | 91,091 | $5.7m | 3.9% |
| META Meta Platforms, Inc. | 8,762 | $4.9m | 3.4% |
| SCHW The Charles Schwab Corporation | 52,280 | $4.8m | 3.3% |
| AMAT Applied Materials Inc | 4,877 | $3.5m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1910364")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.