SEC 13F Intelligence

Managers / Q4 2021 · view latest →

RBO & CO LLC

CIK 0001162827 · 1478 RAILROAD AVENUE, SUITE 1, SAINT HELENA, CA, 94574-1145 · 7079631231

Reported Value
$636M
Q4 2021
Positions
61
Filings on Record
31
2019–present window
Filed
Feb 14, 2022
original filing

Summary

Rbo & Co Llc reported $636M in U.S.-listed holdings across 61 positions for Q4 2021.

Its largest position, JNJ, represents 6.1% of the portfolio.

Compared with Q3 2021, the fund opened 0 new positions and exited 1.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $380MQ4 ’18Q1 ’19: $416MQ2 ’19: $426MQ3 ’19: $423MQ4 ’19: $454MQ4 ’19Q1 ’20: $372MQ2 ’20: $414MQ3 ’20: $450MQ4 ’20: $497MQ4 ’20Q1 ’21: $548MQ2 ’21: $573MQ3 ’21: $570MQ4 ’21: $636MQ4 ’21Q1 ’22: $612MQ2 ’22: $546MQ3 ’22: $503MQ4 ’22: $565.5BQ4 ’22Q1 ’23: $574MQ2 ’23: $588MQ3 ’23: $550MQ4 ’23: $583MQ4 ’23Q1 ’24: $599MQ2 ’24: $560MQ3 ’24: $634MQ4 ’24: $613MQ4 ’24Q1 ’25: $627MQ2 ’25: $624MQ3 ’25: $639MQ4 ’25: $628MQ4 ’25Q1 ’26: $620Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2021

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$620M57May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$628M52Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$639M54Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$624M54Aug 12, 202513F-HRchanges · EDGAR ↗
Q1 2025$627M53May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$613M52Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$634M53Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$560M53Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$599M55May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$583M56Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$550M55Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$588M55Aug 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$574M52May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$565.5B52Feb 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$503M55Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$546M57Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$612M59May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$636M61Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$570M61Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$573M61Aug 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$548M61May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$497M55Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$450M54Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$414M40Aug 12, 202013F-HRchanges · EDGAR ↗
Q1 2020$372M39May 13, 202013F-HRchanges · EDGAR ↗
Q4 2019$454M41Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$423M39Nov 12, 201913F-HRchanges · EDGAR ↗
Q2 2019$426M40Aug 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$416M42May 13, 201913F-HRchanges · EDGAR ↗
Q4 2018$380M51Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.