$586 Million is the total value of DDD Partners, LLC's 63 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EXPD | EXPEDITORS INTL WASH INC | $2,585,000 | +13.2% | 24,000 | 0.0% | 0.44% | -2.0% | |
RACE | FERRARI N V | $1,256,000 | -8.8% | 6,000 | 0.0% | 0.21% | -21.0% | |
IVV | ISHARES TRcore s&p500 etf | $274,000 | +5.8% | 689 | 0.0% | 0.05% | -7.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-03
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 9.3% |
APPLE INC | 24 | Q3 2023 | 10.1% |
MICROSOFT CORP | 24 | Q3 2023 | 7.5% |
AMAZON COM INC | 24 | Q3 2023 | 4.4% |
CHUBB LIMITED | 24 | Q3 2023 | 3.8% |
JOHNSON & JOHNSON | 24 | Q3 2023 | 3.7% |
NORTHWEST PIPE CO | 24 | Q3 2023 | 4.9% |
COSTCO WHSL CORP NEW | 24 | Q3 2023 | 2.9% |
STARBUCKS CORP | 24 | Q3 2023 | 3.2% |
EXPEDITORS INTL WASH INC | 24 | Q3 2023 | 0.7% |
View DDD Partners, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
RAYONIER ADVANCED MATERIALS INC. | February 16, 2021 | 4,258,532 | 6.1% |
View DDD Partners, LLC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-09 |
SC 13G | 2024-01-31 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-18 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-15 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-03 |
13F-HR | 2022-05-05 |
View DDD Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.