Portfolio Holdings & Fund Performance - 1922 Investment Co LLC

List of top 200 securities held by 1922 Investment Co LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2024Q4
Report Date Time: 2025-02-14 08:00:04
Total Holdings: 3
Assets Under Management (AUM) :
$3,045,499 ($3.045M)
Reporting Manager: Lynn-Anne M. Schow
Address:

3737 Buffalo Speedway
Suite 300
Houston, TX 77098

20142016201820202022202405M10M15M20M25M30M35M
1922 Investment Co LLC Portfolio Value & Money Flow@ https://www.secform4.comAUM & Money Flow
Since 2014-03-31: total money flow = -$42.461M, gains and losses = $14.287M
201420162018202020222024−0.500.511.52
1922 Investment Co LLC Performance vs. SP500@ https://www.secform4.comReturn (%)

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#HoldingReport
Quarter
Shares
Held
Value
(Price)
Portfolio
(%)
Shares Vs.
Prev Report
Money
Flow
Holding
History
#
Holding
Report
Quarter
Shares
Held
Value
(Price)
Portfolio
(%)
Shares Vs.
Prev Report
Money
Flow
Holding
History
1BERKSHIRE HATHWY INCB
BRK-B
2024Q46,002$2.721M
($453.28)
89.33%History
2ALPHABET INC CAP STK
GOOGL
2024Q41,713$324.271K
($189.30)
10.65%History
3ISHARES CORE S&P TOTAL U.S. ST
ITOT
2024Q45$643.10
($128.62)
0.0210%History
Showing 1 to 3 of 3 entries
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