Kovitz Investment Group Partners, LLC

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: 0001665198
Manager Name: Kovitz Investment Group Partners, LLC

Data Enrichment

76% identified

937 identified294 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,231 positions • $19,518,982.788K total value

1,231 positions

Manager:

SEC FilingSEC DataHachi Filing

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BARCLAYS PLC

BCS|06738E204

69628(-22.3%)

Value:

$1.1B(-10.2%)

TEREX CORP

TEX|880779103

28064(-54.4%)

Value:

$1.1B(-62.7%)

ALCON INC

ALC|H01301128

11201(-10.4%)

Value:

$1.1B(-0.5%)

DOVER Corp

DOV|260003108

5981(+48.2%)

Value:

$1.1B(+38.8%)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

14970(+6.4%)

Value:

$1.1B(+3.2%)

HONDA MOTOR CO LTD

HMC|438128308

38724

Value:

$1.1B

35473P744

35675

Value:

$1.0B

ALIGN TECHNOLOGY INC

ALGN|016255101

6557(-21.3%)

Value:

$1.0B(-40.0%)

46434G814

44465

Value:

$1.0B

316092881

21175(-60.9%)

Value:

$1.0B(-60.8%)

464287390

43396

Value:

$1.0B

464286871

58162

Value:

$1.0B

Enphase Energy, Inc.

ENPH|29355A107

16210(-3.7%)

Value:

$1.0B(-13.0%)

LINCOLN NATIONAL CORP

LNC|534187109

27889(+37.5%)

Value:

$1.0B(+55.7%)

REVVITY, INC.

RVTY|714046109

9464(+41.7%)

Value:

$1.0B(+34.3%)

Nuveen S&P 500 BuyWrite Income Fund

BXMX|6706ER101

75903

Value:

$995.8M

FOOT LOCKER, INC.

FL|344849104

70605

Value:

$995.5M

UNILEVER PLC

UL|904767704

16650(+42.1%)

Value:

$991.5M(+49.2%)

Robinhood Markets, Inc.

HOOD|770700102

23763(+56.1%)

Value:

$989.0M(+74.4%)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

8971(+1.9%)

Value:

$987.7M(+7.1%)

Instrument	Shares		Other Manager	Value
Barclays Plc(BCScusip06738E204)	69.6K	QoQ -22.26% (-19.9K) YoY -13.18% (-10.6K)	All Managers (Combined)	$1.1M	QoQ -10.15% (-$120.9K) YoY +41.10% (-$311.5K)
Terex Corp(TEXcusip880779103)	28.1K	QoQ -54.35% (-33.4K) YoY +574.61% (+23.9K)	All Managers (Combined)	$1.1M	QoQ -62.68% (-$1.8M) YoY +295.76% (+$792.4K)
Alcon Inc(ALCcusipH01301128)	11.2K	QoQ -10.42% (-1.3K) YoY -26.41% (-4.0K)	All Managers (Combined)	$1.1M	QoQ -0.50% (-$5.3K) YoY -16.45% (-$208.0K)
Dover Corp(DOVcusip260003108)	6.0K	QoQ +48.22% (+1.9K) YoY -77.14% (-20.2K)	All Managers (Combined)	$1.1M	QoQ +38.80% (+$293.7K) YoY -77.34% (-$3.6M)
Canadian Pacific Kansas City Ltd/Cn(CP.TOcusip13646K108)	15.0K	QoQ +6.42% (+904) YoY +190.22% (+9.8K)	All Managers (Combined)	$1.1M	QoQ +3.20% (+$32.6K) YoY +130.79% (+$595.5K)
Honda Motor Co Ltd(HMCcusip438128308)	38.7K	QoQ NEW(+38.7K) YoY +1.38% (-529)	All Managers (Combined)	$1.1M	QoQ NEW(+$1.1M) YoY -26.11% (-$371.4K)
(cusip35473P744)✕	35.7K	QoQ NEW(+35.7K) YoY +2.30% (-804)	All Managers (Combined)	$1.0M	QoQ NEW(+$1.0M) YoY -3.06% (-$33.2K)
Align Technology Inc(ALGNcusip016255101)	6.6K	QoQ -21.30% (-1.8K) YoY +113.16% (+3.5K)	All Managers (Combined)	$1.0M	QoQ -40.03% (-$695.6K) YoY +3.27% (+$33.0K)
(cusip46434G814)✕	44.5K	QoQ NEW(+44.5K) YoY NEW(+44.5K)	All Managers (Combined)	$1.0M	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
(cusip316092881)✕	21.2K	QoQ -60.94% (-33.0K) YoY NEW(+21.2K)	All Managers (Combined)	$1.0M	QoQ -60.84% (-$1.6M) YoY NEW(+$1.0M)
(cusip464287390)✕	43.4K	QoQ NEW(+43.4K) YoY +0.12% (-54)	All Managers (Combined)	$1.0M	QoQ NEW(+$1.0M) YoY -17.09% (-$210.7K)
(cusip464286871)✕	58.2K	QoQ NEW(+58.2K) YoY NEW(+58.2K)	All Managers (Combined)	$1.0M	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
Enphase Energy, Inc.(ENPHcusip29355A107)	16.2K	QoQ -3.68% (-620) YoY NEW(+16.2K)	All Managers (Combined)	$1.0M	QoQ -12.98% (-$150.1K) YoY NEW(+$1.0M)
Lincoln National Corp(LNCcusip534187109)	27.9K	QoQ +37.47% (+7.6K) YoY NEW(+27.9K)	All Managers (Combined)	$1.0M	QoQ +55.68% (+$358.2K) YoY NEW(+$1.0M)
Revvity, Inc.(RVTYcusip714046109)	9.5K	QoQ +41.67% (+2.8K) YoY +127.39% (+5.3K)	All Managers (Combined)	$1.0M	QoQ +34.30% (+$255.7K) YoY +129.11% (+$564.3K)
Nuveen S&P 500 Buywrite Income Fund(BXMXcusip6706ER101)	75.9K	QoQ NEW(+75.9K) YoY NEW(+75.9K)	All Managers (Combined)	$995.8K	QoQ NEW(+$995.8K) YoY NEW(+$995.8K)
Foot Locker, Inc.(FLcusip344849104)	70.6K	QoQ NEW(+70.6K) YoY -41.30% (-49.7K)	All Managers (Combined)	$995.5K	QoQ NEW(+$995.5K) YoY -70.96% (-$2.4M)
Unilever Plc(ULcusip904767704)	16.6K	QoQ +42.07% (+4.9K) YoY +72.18% (+7.0K)	All Managers (Combined)	$991.5K	QoQ +49.20% (+$327.0K) YoY +104.28% (+$506.1K)
Robinhood Markets, Inc.(HOODcusip770700102)	23.8K	QoQ +56.11% (+8.5K) YoY NEW(+23.8K)	All Managers (Combined)	$989.0K	QoQ +74.38% (+$421.9K) YoY NEW(+$989.0K)
Church & Dwight Co Inc /De/(CHDcusip171340102)	9.0K	QoQ +1.86% (+164) YoY NEW(+9.0K)	All Managers (Combined)	$987.7K	QoQ +7.10% (+$65.5K) YoY NEW(+$987.7K)