$142 Million is the total value of Act Two Investors LLC's 36 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2018 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 23 | Q2 2024 | 14.9% |
| ALPHABET INC | 23 | Q2 2024 | 13.8% |
| NXP SEMICONDUCTORS N V | 23 | Q2 2024 | 9.4% |
| AMAZON COM INC | 23 | Q2 2024 | 8.9% |
| APPLE INC | 23 | Q2 2024 | 12.7% |
| VISA INC | 23 | Q2 2024 | 7.8% |
| THERMO FISHER SCIENTIFIC INC | 23 | Q2 2024 | 4.4% |
| CANADIAN NATL RY CO | 23 | Q2 2024 | 4.1% |
| JPMORGAN CHASE & CO. | 23 | Q2 2024 | 3.8% |
| MCKESSON CORP | 23 | Q2 2024 | 3.0% |
View Act Two Investors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-13 |
View Act Two Investors 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.