Managers / Q1 2019 · view latest →
Lourd Capital, LLC
CIK 0001568190 · 9777 WILSHIRE BLVD, SUITE 1018, BEVERLY HILLS, CA, 90212 · 310-300-9897
Reported Value
$1.0B
Q1 2019
Positions
123
Filings on Record
3
2019–present window
Filed
Apr 16, 2019
original filing
Summary
Lourd Capital, Llc reported $1.0B in U.S.-listed holdings across 123 positions for Q1 2019.
The portfolio is heavily concentrated: BRK/A alone accounts for 62.0% of reported value.
Compared with Q4 2018, the fund opened 5 new positions and exited 189.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 87.4% · $891M
- ETP · 12.1% · $124M
- Other · 0.3% · $4M
- ADR · 0.0% · $498,000
- Closed-End Fund · 0.0% · $478,000
- Other · 0.0% · $384,000
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2019
Filing History
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 ↗.