StockDriftsStockDriftsTop 1 1922 Investment CO LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY CLASS B | 74.85% | 2.8K | $1.4M | -45.41%(-2.35K) | $413.66(+22.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.94% | +29.30% | +5.27% | +29.30% |
| Top 20 Holdings Unweighted | +16.07% | +56.37% | +9.35% | +56.37% |
1922 Investment CO LLC reports $1.89M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed position is BRK.B (74.8%). The top 20 holdings account for 74.85% of reported assets. Its disclosed equity book has returned +29.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 1922 Investment CO LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1584289). View 1922 Investment CO LLC’s 13F filings on SEC