| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | 2025/Q2 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 921.025.450 $ | +246.030.385 $ | +30,2 % | 7 | 781.730.865 $ | +222.258.532 $ | +14,7 % | 8 | 508.995.728 $ | +85.927.793 $ | +27,9 % | 6 | 345.661.240 $ | +53.865.653 $ | +22,9 % | 4 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Stark | 303.764.880 $ | +149.250.270 $ | +96,6 % | 1 | 154.514.610 $ | +154.514.610 $ | 1 | |||||||||
| US Foods Holding Corp. | USFD | → 0 | Neutral | 170.911.973 $ | +44.568.699 $ | +35,3 % | 1 | 126.343.274 $ | +17.189.273 $ | +15,7 % | 1 | 109.154.001 $ | +277.032 $ | +0,3 % | 1 | 108.876.969 $ | +17.145.973 $ | +18,7 % | 1 |
| Silicon Motion Technology CORP | SIMO | → 0 | Neutral | 106.735.800 $ | -15.607.877 $ | -12,8 % | 1 | 122.343.677 $ | +27.704.346 $ | +29,3 % | 1 | 94.639.331 $ | +33.488.882 $ | +54,8 % | 1 | ||||
| IES Holdings, Inc. | IESC | → 0 | Neutral | 110.178.446 $ | +28.736.720 $ | +35,3 % | 1 | 81.441.726 $ | +10.354.631 $ | +14,6 % | 1 | 71.087.095 $ | +24.170.780 $ | +51,5 % | 1 | ||||
| Cellebrite DI Ltd. | CLBT | → 0 | Neutral | 91.811.372 $ | -15.635.240 $ | -14,6 % | 1 | 107.446.612 $ | +21.315.188 $ | +24,7 % | 1 | 86.131.424 $ | +39.001.168 $ | +82,8 % | 1 | ||||
| Primo Brands Corp | PRMB | → 0 | Neutral | 99.799.339 $ | +25.700.550 $ | +34,7 % | 1 | 74.098.789 $ | +11.810.049 $ | +19,0 % | 1 | 62.288.740 $ | -16.579.220 $ | -21,0 % | 1 | 78.867.960 $ | -11.799.017 $ | -13,0 % | 1 |
| PRICESMART INC | PSMT | → 0 | Stark | 78.960.728 $ | +19.050.295 $ | +31,8 % | 1 | 59.910.433 $ | +9.433.828 $ | +18,7 % | 1 | ||||||||
| Patria Investments Ltd | PAX | → 0 | Neutral | 65.598.712 $ | -5.640.909 $ | -7,9 % | 1 | 71.239.621 $ | +13.248.830 $ | +22,8 % | 1 | 57.990.791 $ | +11.353.687 $ | +24,3 % | 1 | ||||
| Flutter Entertainment plc | FLUT | → 0 | Schwach | 63.276.980 $ | +15.029.815 $ | +31,2 % | 1 | ||||||||||||
| 921.025.450 $ | +246.030.385 $ | +30,2 % | 7 | 781.730.865 $ | +222.258.532 $ | +14,7 % | 8 | 508.995.728 $ | +85.927.793 $ | +27,9 % | 6 | 345.661.240 $ | +53.865.653 $ | +22,9 % | 4 | ||||