Act Two Investors LLC
Act Two Investors LLC latest Q1_2021 13F filings reported $453,852,000 in market value on this 2021-05-14 report date . The portfolio quarterly return is 14.49%. This fund has 34 securities concentrations of 100% weights.
Act Two Investors LLC largest holding is Microsoft Corp. with weight of 9.67% and $43,876,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
| FILE DATE | REPORT PERIOD | QTR YEAR | FILE TYPE | NOS. OF STOCKS | REPORTED VALUE | RETURN |
|---|---|---|---|---|---|---|
| 2021-05-14 | 2021-03-31 | Q1_2021 | 13F-HR | 34 | $453,852,000 | 14.49% |
| 2021-02-12 | 2020-12-31 | Q4_2020 | 13F-HR | 36 | $396,411,000 | 28.22% |
| 2020-11-16 | 2020-09-30 | Q3_2020 | 13F-HR | 31 | $309,160,000 | 15.52% |
| 2020-08-12 | 2020-06-30 | Q2_2020 | 13F-HR | 30 | $267,622,000 | 23.70% |
| 2020-05-14 | 2020-03-31 | Q1_2020 | 13F-HR | 28 | $216,348,000 | -18.03% |
| 2020-02-12 | 2019-12-31 | Q4_2019 | 13F-HR | 39 | $263,936,000 | 16.45% |
| 2019-11-13 | 2019-09-30 | Q3_2019 | 13F-HR | 38 | $226,643,000 | 17.86% |
| 2019-08-14 | 2019-06-30 | Q2_2019 | 13F-HR | 37 | $192,296,000 | 10.60% |