| Aktie | Ticker | Breite | GCS | 2026/Q1 | 2025/Q4 | 2025/Q3 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 117.874.612 $ | -8.870.314 $ | -6,5 % | 7 | 138.624.664 $ | +5.255.942 $ | +5,0 % | 8 | 155.603.790 $ | +8.036.638 $ | +7,7 % | 10 | ||||
| MARKEL GROUP INC. | MKL | → 0 | Stark | 21.156.216 $ | -3.113.333 $ | -12,8 % | 1 | 24.269.549 $ | +2.562.233 $ | +11,8 % | 1 | 21.707.316 $ | +151.807 $ | +0,7 % | 1 |
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 19.388.911 $ | -2.214.986 $ | -10,3 % | 1 | 21.603.897 $ | -415.110 $ | -1,9 % | 1 | 22.019.007 $ | +980.794 $ | +4,7 % | 1 |
| Vontier Corp | VNT | → 0 | Neutral | 15.379.488 $ | -583.612 $ | -3,7 % | 1 | 15.963.100 $ | -2.128.296 $ | -11,8 % | 1 | 18.091.396 $ | +2.592.458 $ | +16,7 % | 1 |
| PHINIA INC. | PHIN | → 0 | Stark | 17.487.994 $ | +1.194.738 $ | +7,3 % | 1 | 16.293.256 $ | +1.289.941 $ | +8,6 % | 1 | 15.003.315 $ | +3.753.752 $ | +33,4 % | 1 |
| Cigna Group | CI | → 0 | Stark | 16.686.813 $ | +152.646 $ | +0,9 % | 1 | 16.534.167 $ | -793.694 $ | -4,6 % | 1 | 17.327.861 $ | -1.020.982 $ | -5,6 % | 1 |
| Parker-Hannifin Corp | PH | → 0 | Neutral | 13.946.944 $ | -2.466.755 $ | -15,0 % | 1 | 16.413.699 $ | +782.920 $ | +5,0 % | 1 | 15.630.779 $ | +932.176 $ | +6,3 % | 1 |
| DOLLAR GENERAL CORP | DG | → 0 | Stark | 13.828.246 $ | -1.839.012 $ | -11,7 % | 1 | 15.667.258 $ | +3.421.213 $ | +27,9 % | 1 | 12.246.045 $ | -117.175 $ | -0,9 % | 1 |
| Apple Inc. | AAPL | → 0 | Neutral | 11.879.738 $ | +536.735 $ | +4,7 % | 1 | 11.343.003 $ | +2.759.716 $ | +32,2 % | 1 | ||||
| LABCORP HOLDINGS INC. | LH | → 0 | Stark | 11.592.631 $ | +1.317.202 $ | +12,8 % | 1 | ||||||||
| CHARTER COMMUNICATIONS, INC. /MO/ | CHTR | → 0 | Schwach | 10.642.437 $ | -3.313.110 $ | -23,7 % | 1 | ||||||||
| 117.874.612 $ | -8.870.314 $ | -6,5 % | 7 | 138.624.664 $ | +5.255.942 $ | +5,0 % | 8 | 155.603.790 $ | +8.036.638 $ | +7,7 % | 10 | ||||