| Aktie | Ticker | Breite | GCS | 2026/Q2 | 2026/Q1 | 2025/Q4 | 2025/Q3 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | Investment ($) | QoQ ($) | QoQ (%) | Anz. Fonds | ||||
| 556.536.329 $ | +92.370.700 $ | +27,9 % | 9 | 381.409.540 $ | +14.579.914 $ | +9,0 % | 6 | 316.455.298 $ | +24.216.417 $ | +10,9 % | 4 | 410.781.563 $ | +37.582.631 $ | +12,5 % | 6 | ||||
| BERKSHIRE HATHAWAY INC | BRK-B | → 0 | Neutral | 98.995.543 $ | +3.943.085 $ | +4,1 % | 1 | 95.052.458 $ | -5.957.152 $ | -5,9 % | 1 | 101.009.610 $ | -873.118 $ | -0,9 % | 1 | 101.882.728 $ | +4.324.640 $ | +4,4 % | 1 |
| Warner Bros. Discovery, Inc. | WBD | → 0 | Schwach | 78.730.937 $ | +1.105.612 $ | +1,4 % | 1 | 77.625.325 $ | +13.515.701 $ | +21,1 % | 1 | ||||||||
| SiriusPoint Ltd | SPNT | → 0 | Neutral | 72.198.408 $ | -1.307.811 $ | -1,8 % | 1 | 73.506.219 $ | -2.615.774 $ | -3,4 % | 1 | 76.121.993 $ | +12.407.077 $ | +19,5 % | 1 | 63.714.916 $ | -8.141.667 $ | -11,3 % | 1 |
| AMERICOLD REALTY TRUST | COLD | → 0 | Neutral | 73.568.342 $ | +18.795.146 $ | +34,3 % | 1 | 54.773.196 $ | -5.819.562 $ | -9,6 % | 1 | 60.592.758 $ | +11.576.846 $ | +23,6 % | 1 | ||||
| VALERO ENERGY CORP/TX | VLO | → 0 | Sehr stark | 55.003.891 $ | +851.120 $ | +1,6 % | 1 | 54.152.771 $ | +5.287.934 $ | +10,8 % | 1 | 62.189.849 $ | +12.114.501 $ | +24,2 % | 1 | ||||
| Cable One, Inc. | CABO | → 0 | Neutral | 55.991.177 $ | +13.736.476 $ | +32,5 % | 1 | ||||||||||||
| STATE STREET CORP | STT | → 0 | Neutral | 55.558.246 $ | +13.629.171 $ | +32,5 % | 1 | 49.377.568 $ | +2.032.980 $ | +4,3 % | 1 | ||||||||
| DARLING INGREDIENTS INC. | DAR | → 0 | Neutral | 53.727.858 $ | +17.168.094 $ | +47,0 % | 1 | ||||||||||||
| VORNADO REALTY TRUST | VNO | → 0 | Stark | 51.466.455 $ | +17.589.114 $ | +51,9 % | 1 | ||||||||||||
| Organon & Co. | OGN | → 0 | Stark | 50.668.860 $ | +24.467.953 $ | +93,4 % | 1 | ||||||||||||
| VERIZON COMMUNICATIONS INC | VZ | → 0 | Stark | 50.197.038 $ | +6.516.374 $ | +14,9 % | 1 | ||||||||||||
| Keurig Dr Pepper Inc. | KDP | → 0 | Stark | 49.983.096 $ | +9.739.218 $ | +24,2 % | 1 | ||||||||||||
| Goldman Sachs BDC, Inc. | GSBD | → 0 | Neutral | 49.093.488 $ | +4.663.704 $ | +10,5 % | 1 | ||||||||||||
| 556.536.329 $ | +92.370.700 $ | +27,9 % | 9 | 381.409.540 $ | +14.579.914 $ | +9,0 % | 6 | 316.455.298 $ | +24.216.417 $ | +10,9 % | 4 | 410.781.563 $ | +37.582.631 $ | +12,5 % | 6 | ||||