1922 Investment Co 13F annual report

1922 Investment Co is an investment fund managing more than $3.07 billion ran by Lynn-anne Schow. There are currently 6 companies in Schow’s portfolio. The largest investments include Berkshire Hathaway and Alphabet Inc, together worth $2.95 billion.

$3.07 billion Assets Under Management (AUM)

As of 7th August 2024, 1922 Investment Co’s top holding is 6,205 shares of Berkshire Hathaway currently worth over $2.52 billion and making up 82.3% of the portfolio value. Relative to the number of outstanding shares of Berkshire Hathaway, 1922 Investment Co owns more than approximately 0.1% of the company. In addition, the fund holds 2,359 shares of Alphabet Inc worth $430 million, whose value grew 12.8% in the past six months. The third-largest holding is Ishares Core S&p Totalus Stock Marketetf worth $71.3 million and the next is Ishares Core S&p Small-cape worth $29.9 million, with 280 shares owned.

Currently, 1922 Investment Co's portfolio is worth at least $3.07 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at 1922 Investment Co

The 1922 Investment Co office and employees reside in Houston, Texas. According to the last 13-F report filed with the SEC, Lynn-anne Schow serves as the Director at 1922 Investment Co.

Recent trades

In the most recent 13F filing, 1922 Investment Co revealed that it had opened a new position in Berkshire Hathaway and bought 6,205 shares worth $2.52 billion.

One of the smallest hedge funds

The two most similar investment funds to 1922 Investment Co are Feinberg Stephen and Chanos & Co L.P.. They manage $3.08 billion and $3.1 billion respectively.


Lynn-anne Schow investment strategy

1922 Investment Co’s portfolio is diversified across 3 sectors. Currently, their heaviest sector is Finance — making up 82.3% of the total portfolio value. The fund focuses on investments in the United States as 33.3% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 33% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $957 billion.

The complete list of 1922 Investment Co trades based on 13F SEC filings

These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Berkshire Hathaway Inc.
Opened
6,205
$2,524,194,000 82.33%
Alphabet Inc
Opened
2,359
$429,692,000 14.01%
Ishares Core S&p Totalus Stock Marketetf
Opened
600
$71,268,000 2.32%
Ishares Core S&p Small-cape
Opened
280
$29,865,000 0.97%
Ishares Core S&p 500etf
Opened
20
$10,945,000 0.36%
Confidential
No change
0
$0 0.00%
No transactions found
Showing first 500 out of 6 holdings