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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464287762

4049(-61.9%)

Value:

$246.5M(-60.2%)

78468R788

5570(+12.7%)

Value:

$246.5M(+15.3%)

SOUTHSIDE BANCSHARES INC

SBSI|84470P109

8495(-0.4%)

Value:

$246.0M(-9.2%)

VICI PROPERTIES INC.

VICI|925652109

7489(-17.9%)

Value:

$244.3M(-8.3%)

F5, INC.

FFIV|315616102

912(+12.4%)

Value:

$242.8M(+19.1%)

WINNEBAGO INDUSTRIES INC

WGO|974637100

7040

Value:

$242.6M

46434VBD1

9623(+0.0%)

Value:

$242.0M(+0.4%)

HA Sustainable Infrastructure Capital, Inc.

HASI|41068X100

8276

Value:

$242.0M

PINNACLE WEST CAPITAL CORP

PNW|723484101

2531(-85.7%)

Value:

$241.1M(-83.9%)

ACUITY BRANDS INC

AYI|00508Y102

912

Value:

$240.1M

46641Q654

4716

Value:

$239.8M

EASTGROUP PROPERTIES INC

EGP|277276101

1361

Value:

$239.7M

BORGWARNER INC

BWA|099724106

8337(-93.7%)

Value:

$238.9M(-94.3%)

BHP Group Ltd

BHP|088606108

4914(-49.8%)

Value:

$238.5M(-50.1%)

Reddit, Inc.

RDDT|75734B100

2271(+78.7%)

Value:

$238.2M(+14.7%)

TOYOTA MOTOR CORP/

TM|892331307

1346(+8.3%)

Value:

$237.7M(-1.8%)

Zoom Communications, Inc.

ZM|98980L101

3214(-2.2%)

Value:

$237.1M(-11.6%)

PENTAIR plc

PNR|G7S00T104

2705(-25.5%)

Value:

$236.6M(-35.2%)

OSHKOSH CORP

OSK|688239201

2511(-1.3%)

Value:

$236.3M(-2.3%)

FNB CORP/PA/

FNB|302520101

17538

Value:

$235.9M

Instrument	Shares		Other Manager	Value
(cusip464287762)✕	4.0K	QoQ -61.92% (-6.6K) YoY -54.50% (-4.9K)	All Managers (Combined)	$246.5K	QoQ -60.22% (-$373.2K) YoY -55.25% (-$304.4K)
(cusip78468R788)✕	5.6K	QoQ +12.68% (+627) YoY NEW(+5.6K)	All Managers (Combined)	$246.5K	QoQ +15.30% (+$32.7K) YoY NEW(+$246.5K)
Southside Bancshares Inc(SBSIcusip84470P109)	8.5K	QoQ -0.42% (-36) YoY NEW(+8.5K)	All Managers (Combined)	$246.0K	QoQ -9.20% (-$24.9K) YoY NEW(+$246.0K)
Vici Properties Inc.(VICIcusip925652109)	7.5K	QoQ -17.91% (-1.6K) YoY -77.87% (-26.4K)	All Managers (Combined)	$244.3K	QoQ -8.32% (-$22.2K) YoY -75.77% (-$764.1K)
F5, Inc.(FFIVcusip315616102)	912	QoQ +12.45% (+101) YoY NEW(+912)	All Managers (Combined)	$242.8K	QoQ +19.07% (+$38.9K) YoY NEW(+$242.8K)
Winnebago Industries Inc(WGOcusip974637100)	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$242.6K	QoQ NEW(+$242.6K) YoY NEW(+$242.6K)
(cusip46434VBD1)✕	9.6K	QoQ 0.00% (+0) YoY -11.55% (-1.3K)	All Managers (Combined)	$242.0K	QoQ +0.39% (+$962) YoY -10.34% (-$27.9K)
Ha Sustainable Infrastructure Capital, Inc.(HASIcusip41068X100)	8.3K	QoQ NEW(+8.3K) YoY +2.61% (+211)	All Managers (Combined)	$242.0K	QoQ NEW(+$242.0K) YoY +5.65% (+$13.0K)
Pinnacle West Capital Corp(PNWcusip723484101)	2.5K	QoQ -85.66% (-15.1K) YoY -97.52% (-99.5K)	All Managers (Combined)	$241.1K	QoQ -83.88% (-$1.3M) YoY -96.83% (-$7.4M)
Acuity Brands Inc(AYIcusip00508Y102)	912	QoQ NEW(+912) YoY -96.46% (-24.9K)	All Managers (Combined)	$240.1K	QoQ NEW(+$240.1K) YoY -96.53% (-$6.7M)
(cusip46641Q654)✕	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$239.8K	QoQ NEW(+$239.8K) YoY NEW(+$239.8K)
Eastgroup Properties Inc(EGPcusip277276101)	1.4K	QoQ NEW(+1.4K) YoY -56.90% (-1.8K)	All Managers (Combined)	$239.7K	QoQ NEW(+$239.7K) YoY -57.77% (-$328.0K)
Borgwarner Inc(BWAcusip099724106)	8.3K	QoQ -93.70% (-124.1K) YoY -93.48% (-119.7K)	All Managers (Combined)	$238.9K	QoQ -94.32% (-$4.0M) YoY -94.62% (-$4.2M)
Bhp Group Ltd(BHPcusip088606108)	4.9K	QoQ -49.76% (-4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$238.5K	QoQ -50.06% (-$239.2K) YoY NEW(+$238.5K)
Reddit, Inc.(RDDTcusip75734B100)	2.3K	QoQ +78.67% (+1.0K) YoY NEW(+2.3K)	All Managers (Combined)	$238.2K	QoQ +14.68% (+$30.5K) YoY NEW(+$238.2K)
Toyota Motor Corp/(TMcusip892331307)	1.3K	QoQ +8.28% (-103) YoY NEW(+1.3K)	All Managers (Combined)	$237.7K	QoQ -1.77% (-$4.3K) YoY NEW(+$237.7K)
Zoom Communications, Inc.(ZMcusip98980L101)	3.2K	QoQ -2.19% (-72) YoY NEW(+3.2K)	All Managers (Combined)	$237.1K	QoQ -11.58% (-$31.1K) YoY NEW(+$237.1K)
Pentair Plc(PNRcusipG7S00T104)	2.7K	QoQ -25.46% (-924) YoY -78.12% (-9.7K)	All Managers (Combined)	$236.6K	QoQ -35.21% (-$128.6K) YoY -77.60% (-$819.9K)
Oshkosh Corp(OSKcusip688239201)	2.5K	QoQ -1.29% (-33) YoY -58.36% (-3.5K)	All Managers (Combined)	$236.3K	QoQ -2.31% (-$5.6K) YoY -68.58% (-$515.9K)
Fnb Corp/Pa/(FNBcusip302520101)	17.5K	QoQ NEW(+17.5K) YoY +57.17% (+6.4K)	All Managers (Combined)	$235.9K	QoQ NEW(+$235.9K) YoY +49.93% (+$78.6K)