SEC 13F Intelligence

Managers / Q2 2024

Herr Investment Group LLC

CIK 0001922235 · 44 PASCAL LANE, AUSTIN, TX, 78746 · 8184816167

Reported Value
$1.5B
Q2 2024
Positions
71
Filings on Record
7
2019–present window
Filed
Aug 12, 2024
original filing

Summary

Herr Investment Group Llc reported $1.5B in U.S.-listed holdings across 71 positions for Q2 2024.

Its largest position, VGSH, represents 1.9% of the portfolio.

Compared with Q1 2024, the fund opened 18 new positions and exited 20.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $1.64TQ4 ’22Q1 ’23: $1.4BQ1 ’23Q2 ’23: $1.3BQ2 ’23Q3 ’23: $1.3BQ3 ’23Q4 ’23: $1.7BQ4 ’23Q1 ’24: $382MQ1 ’24Q2 ’24: $1.5BQ2 ’24filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2024$1.5B71Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$382M74May 13, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.7B71Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.3B49Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.3B42Aug 10, 202313F-HRchanges · EDGAR ↗
Q1 2023$1.4B57May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.64T83Feb 8, 202313F-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 ↗.