| Aktie | Ticker | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | Investment ($) | QoQ ($) | QoQ (%) | ||
| 3.080.160.160 $ | -131.035.693 $ | +4,8 % | 3.412.523.078 $ | -6.360.714 $ | -1,0 % | 3.418.883.792 $ | +326.624.138 $ | +10,8 % | ||
| BANK OF AMERICA CORP /DE/ | BAC | 1.298.119.843 $ | -129.286.394 $ | -9,1 % | 1.427.406.237 $ | +65.007.607 $ | +4,8 % | 1.362.398.630 $ | +156.984.966 $ | +13,0 % |
| SCHWAB CHARLES CORP | SCHW | 302.184.056 $ | +3.182.661 $ | +1,1 % | 299.001.395 $ | +7.322.581 $ | +2,5 % | 291.678.814 $ | +35.537.378 $ | +13,9 % |
| BERKSHIRE HATHAWAY INC | BRK-B | 284.654.403 $ | -4.950.559 $ | -1,7 % | 289.604.962 $ | +5.461.623 $ | +1,9 % | 284.143.339 $ | -42.913.904 $ | -13,1 % |
| COZAD ASSET MANAGEMENT INC | 253.720.787 $ | -7.367.496 $ | -2,8 % | 261.088.283 $ | -22.606.007 $ | -8,0 % | 283.694.290 $ | +55.552.188 $ | +24,3 % | |
| AMERICAN EXPRESS CO | AXP | 212.084.212 $ | +17.281.958 $ | +8,9 % | 194.802.254 $ | -62.840.967 $ | -24,4 % | 257.643.221 $ | +40.027.607 $ | +18,4 % |
| ANALOG DEVICES INC | ADI | 249.388.851 $ | +19.104.226 $ | +8,3 % | 230.284.625 $ | +5.354.092 $ | +2,4 % | 224.930.533 $ | +34.255.811 $ | +18,0 % |
| FISERV INC | FISV | 201.327.225 $ | -7.329.391 $ | -3,5 % | 208.656.616 $ | +6.600.037 $ | +3,3 % | |||
| ASBURY AUTOMOTIVE GROUP INC | ABG | 165.991.541 $ | -11.371.845 $ | -6,4 % | 177.363.386 $ | +4.640.866 $ | +2,7 % | 172.722.520 $ | +15.228.707 $ | +9,7 % |
| ARMSTRONG WORLD INDUSTRIES INC | AWI | 109.249.953 $ | -5.119.618 $ | -4,5 % | 114.369.571 $ | -22.027.472 $ | -16,1 % | 136.397.043 $ | +15.343.867 $ | +12,7 % |
| Moelis & Co | MC | 96.634.413 $ | -4.762.273 $ | -4,7 % | 101.396.686 $ | +12.620.187 $ | +14,2 % | 88.776.499 $ | +6.076.783 $ | +7,3 % |
| NVR INC | NVR | 82.196.971 $ | -9.081.853 $ | -9,9 % | 91.278.824 $ | +7.602.007 $ | +9,1 % | 83.676.817 $ | +1.701.958 $ | +2,1 % |
| PATRICK INDUSTRIES INC | PATK | 14.746.480 $ | +680.000 $ | +4,8 % | 14.066.480 $ | +1.517.760 $ | +12,1 % | 12.548.720 $ | +1.048.560 $ | +9,1 % |
| CLARIVATE PLC | CLVT | 7.515.000 $ | -1.102.500 $ | -12,8 % | 8.617.500 $ | -1.057.500 $ | -10,9 % | 9.675.000 $ | +815.530 $ | +9,2 % |
| Smurfit Westrock plc | SW | 3.673.650 $ | +1.758.000 $ | +91,8 % | 1.915.650 $ | -26.100 $ | -1,3 % | 1.941.750 $ | +364.650 $ | +23,1 % |
| 3.080.160.160 $ | -131.035.693 $ | +4,8 % | 3.412.523.078 $ | -6.360.714 $ | -1,0 % | 3.418.883.792 $ | +326.624.138 $ | +10,8 % | ||