Managers / Q4 2023 · view latest →
LVZ, Inc.
CIK 0001574408 · 240 S. RIVER AVENUE, HOLLAND, MI, 49423 · 616-394-4994
Reported Value
$708M
Q4 2023
Positions
142
Filings on Record
60
2019–present window
Filed
Jan 23, 2024
original filing
Summary
Lvz, Inc. reported $708M in U.S.-listed holdings across 142 positions for Q4 2023.
Its largest position, IJH, represents 19.2% of the portfolio.
Compared with Q3 2023, the fund opened 19 new positions and exited 4.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $984M | 177 | Jul 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $876M | 161 | Apr 28, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $894M | 169 | Feb 10, 2026 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2025 | $880M | 162 | Oct 27, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $834M | 156 | Jul 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $762M | 148 | Apr 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $780M | 149 | Feb 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $782M | 149 | Oct 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $734M | 143 | Jul 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $735M | 144 | Apr 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $708M | 142 | Jan 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $620M | 127 | Nov 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $718M | 147 | Jul 18, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $687M | 150 | Apr 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $640.7B | 147 | Jan 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $576M | 119 | Oct 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $596M | 106 | Jul 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $719M | 110 | Apr 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $748M | 107 | Jan 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $699M | 102 | Oct 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $680M | 107 | Jul 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $647M | 109 | Apr 8, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $598M | 100 | Feb 10, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $471M | 49 | Oct 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $437M | 53 | Jul 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $400M | 45 | Apr 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $499M | 55 | Feb 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $455M | 53 | Oct 22, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $435M | 54 | Jul 19, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $421M | 51 | Apr 25, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $343M | 47 | Jan 18, 2019 | 13F-HR | changes · 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 ↗.