Intrinsic Value Partners, LLC

CIK: 0001910364Latest portfolio: $133.3M · Q4 2025

Holdings

69

Total Value

$133.3M

New Positions

3

Closed Positions

1

#StockSharesValue% PortfolioChangeType
1
BRK/BBerkshire Hathaway Cl B
30,571$15.4M11.53%-565
2
GOOGAlphabet Inc Class C
48,183$15.1M11.34%-1,060
3
GOOGLAlphabet Inc Class A
25,734$8.1M6.04%-80
4
TSMTaiwan Semiconductor Manuf Co
20,624$6.3M4.70%-1,629
5
METAMeta Platforms, Inc.
8,815$5.8M4.36%+205
6
JOESt Joe Company
96,343$5.7M4.29%-6,715
7
SCHWThe Charles Schwab Corporation
52,455$5.2M3.93%-2,448
8
GEGE Aerospace
16,443$5.1M3.80%-103
9
VTVVanguard Value Etf
24,852$4.7M3.56%+1K
10
MSFTMicrosoft Corp
8,582$4.2M3.11%-42
11
AXPAmerican Express Company
9,293$3.4M2.58%-649
12
BKBank Of New York Co Inc
28,649$3.3M2.49%-860
13
VBVanguard Small Cap Index Fd
10,485$2.7M2.03%+1K
14
IJRIshares Tr S&P Smallcap
20,236$2.4M1.82%+5K
15
PAYCPaycom Software Inc
14,450$2.3M1.73%+4K
16
KNSLKinsale Cap Group Inc
5,691$2.2M1.67%+3K
17
SHOPShopify Inc
12,119$1.9M1.46%-205
18
XLESector Spdr Engy Select
41,482$1.9M1.39%+31K
19
JJacobs Solutions Inc.
13,903$1.8M1.38%-1,280
20
JEFJefferies Financial
28,871$1.8M1.34%-750
21
OXYOccidental Pete Corp
43,034$1.8M1.33%-11,083
22
BLDRBuilders Firstsource Inc
14,765$1.5M1.14%-15
23
UIUbiquiti Inc
2,729$1.5M1.13%-55
24
WFCWells Fargo & Co New
14,343$1.3M1.00%-669
25
BKNGBooking Holdings Inc
244$1.3M0.98%

Quarterly Changes

New Positions

Closed Positions

  • MHKCLOSED
    $203.4M

Increased Positions

NameSharesChange
XLE41K+31K
CGNG21K+11K
CRBG33K+8K
IJR20K+5K
PAYC14K+4K
ABNB6K+4K
KNSL6K+3K
GEHC9K+3K
VTV25K+1K
META9K+205

Decreased Positions

NameSharesChange
OXY43K-11083
MRNA13K-6404
KMX11K-5464
MRK10K-2918
SCHW52K-2448
RKT16K-1716
TSM21K-1629
PINS21K-1316
J14K-1280
GOOG48K-1060

Sector Breakdown

Financial Services0.0% ($5.240474634373325e+71T)
Technology0.0% ($6.26741502302195e+34T)
Industrials0.0% ($50641519670633592.0T)
Consumer Cyclical0.0% ($1306866716562.4T)
Energy0.0% ($1769395.3T)
Communication Services0.0% ($1511980.5T)
Healthcare0.0% ($1080.7T)
Unknown0.0% ($15.4T)
Real Estate0.0% ($5.7M)
Utilities0.0% ($631K)
Consumer Defensive0.0% ($299K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 21, 2026$133.3M69
Q3 2025Nov 14, 2025$123.5B67
Q2 2025Jul 21, 2025$112.4B67
Q1 2025May 8, 2025$101.3B66

Fund Information

CIK0001910364
Most Recent FilingJan 21, 2026
Number of Filings4

Intrinsic Value Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $133.3M across 69 holdings. The largest position is Berkshire Hathaway Cl B (BRK/B), representing 11.5% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.