SEC 13F Intelligence

Managers / Q4 2020

HORAN CAPITAL MANAGEMENT

CIK 0001269134 · 20 WIGHT AVENUE, SUITE 155, HUNT VALLEY, MD, 21031 · 410 494 4380

Reported Value
$794M
Q4 2020
Positions
35
Filings on Record
9
2019–present window
Filed
Jan 26, 2021
original filing

Summary

Horan Capital Management reported $794M in U.S.-listed holdings across 35 positions for Q4 2020.

Its largest position, AMZN, represents 8.5% of the portfolio.

Compared with Q3 2020, the fund opened 2 new positions and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $479MQ4 ’18Q1 ’19: $542MQ2 ’19: $559MQ2 ’19Q3 ’19: $560MQ4 ’19: $609MQ4 ’19Q1 ’20: $533MQ2 ’20: $645MQ2 ’20Q3 ’20: $679MQ4 ’20: $794MQ4 ’20filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2020

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q4 2020$794M35Jan 26, 202113F-HRchanges · EDGAR ↗
Q3 2020$679M35Oct 5, 202013F-HRchanges · EDGAR ↗
Q2 2020$645M39Jul 9, 202013F-HRchanges · EDGAR ↗
Q1 2020$533M44Apr 8, 202013F-HRchanges · EDGAR ↗
Q4 2019$609M49Jan 7, 202013F-HRchanges · EDGAR ↗
Q3 2019$560M56Oct 21, 201913F-HRchanges · EDGAR ↗
Q2 2019$559M60Jul 17, 201913F-HRchanges · EDGAR ↗
Q1 2019$542M64Apr 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$479M59Jan 14, 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 ↗.