Kovitz Investment Group Partners, LLC

Filing Details

13F-HR/A2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-19
Total Holdings
1,231
Total Value
19518982788
Accession Number
0001665198-25-000006
Form Type
13F-HR/A
Manager Name
Kovitz Investment Group Partners, LLC
Data Enrichment
76% identified
937 identified294 unidentified

Holdings

1,231 positions
Manager:
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Page 35 of 62
Bunge Global SA
Shares:
16485(+67.2%)
Value:
$1.3B(+64.3%)
AGCO CORP /DE
Shares:
13506(+21.3%)
Value:
$1.3B(+20.1%)
INCYTE CORP
Shares:
20617(+367.1%)
Value:
$1.2B(+309.5%)
92204A603
Shares:
5041
Value:
$1.2B
VISHAY INTERTECHNOLOGY INC
Shares:
78413(+110.0%)
Value:
$1.2B(+97.1%)
EXELON CORP
Shares:
26950(-72.9%)
Value:
$1.2B(-66.8%)
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
Shares:
85526(-13.8%)
Value:
$1.2B(-14.0%)
AVNET INC
Shares:
25674(+23.8%)
Value:
$1.2B(+13.8%)
81369Y860
Shares:
29346(-10.9%)
Value:
$1.2B(-8.3%)
UBS Group AG
Shares:
39831(-15.2%)
Value:
$1.2B(-14.3%)
35473P835
Shares:
72090
Value:
$1.2B
COMMERCE BANCSHARES INC /MO/
Shares:
19124(-10.4%)
Value:
$1.2B(-10.6%)
Hilton Worldwide Holdings Inc.
Shares:
5202(+6.7%)
Value:
$1.2B(-1.8%)
ETHAN ALLEN INTERIORS INC
Shares:
42559(+25.2%)
Value:
$1.2B(+23.4%)
TERADYNE, INC
Shares:
14243(+6.8%)
Value:
$1.2B(-29.9%)
RELIANCE, INC.
Shares:
4063(-40.8%)
Value:
$1.2B(-36.5%)
EVERSOURCE ENERGY
Shares:
18872(+7.4%)
Value:
$1.2B(+16.1%)
46434V761
Shares:
68996
Value:
$1.2B
46434G764
Shares:
21056(+183.8%)
Value:
$1.2B(+181.9%)
25434V500
Shares:
19155(-3.0%)
Value:
$1.1B(-11.0%)