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1922 Investment Co LLC

Location
HOUSTON, TX
Portfolio Value
Micro $1,413,601
Diversification
Highly concentrated
Reports for
1922 Investments Holdings Partners LP 1922 Investments GP LLC 1922 Trust
Filing Date
Global Rank
#8,618 / 8,691 ▲ 125
Top Industry
Insurance - Diversified 100.0%
3Y Alpha vs SPY
-7.3%
Period ended 2 months ago
Filed Aug 14, 2026 · 26d
9 quarters · since Jun 2024

Clone Performance

Aug 2024–Sep 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio
+24.2%
SPY
+40.9%
Annualised alpha
-6.9%
Max drawdown
−12.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Returns are unavailable when a held security or benchmark crosses a captured split without a certified price basis; the requested window is not shortened to hide it. It tracks 100% of reported value on average across 9 quarters. Past performance does not predict future results.

Portfolio Concentration

1 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
100.0%
+15.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Jun 2024 → Jun 2026 · range 6,742 – 10,000
Highly concentrated+2,623

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Financial Services 100.0% $1,413,601

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
1 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
No qualifying positions this quarter.

Sold Out

Positions the filer fully exited
2 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
1 tracked positions · $1,413,601 total · filing declares 2 positions · $1,888,547 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.