1922 Investment
HOUSTON, TXfiles as 1922 Investment Co LLC
$2m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 12.1% of the portfolio this quarter.
Value
$2m
Stocks
2
Top 10 share
100.0%
Turnover
12.1%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Berkshire HathawayBRK-B74.9% of the fund-45%
Sold out
Sold their entire stake.
- Ishares TRITOT-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire HathawayBRK-B | 74.9% | $1m | 2,825 | -45% |
| AlphabetGOOGL | 25.1% | $474,945 | 1,329 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 37.1% since 30 June 2025.
Where the money is
Financial services74.9%
Media & telecom25.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.