FOURPOINTS Investment Managers, S.A.S. 13F Holdings · last filed Q4 2019
FOURPOINTS Investment Managers, S.A.S. reported 4 securities worth $21.08M in its SEC 13F filing for Q4 2019 (period ended 2019-12-31). Top holdings: MKL (31.00%), BRKB (27.57%), L (26.62%). Among its top 25 positions this quarter: 3 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MKL | MARKEL CORP | $6.5M | 31.00% | 5,715 | Trimmed |
| 2 | BRKB | BERKSHIRE HATHAWAY CLASS B | $5.8M | 27.57% | 25,650 | Trimmed |
| 3 | L | LOEWS CORP | $5.6M | 26.62% | 106,900 | Trimmed |
| 4 | MHK | MOHAWK INDUSTRIES | $3.1M | 14.82% | 22,900 | Hold |
| 5 | DE | DEERE & CO | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2019-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR