Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOVITZ INVESTMENT GROUP PARTNERS LLC | 02-07-2024 | 12-31-2023 | 411 | 6,034,157,158 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BANK OZK | COM | 151 | $5,671,125 | 113,809 | 0.00 | 0.00 | -9,598 | -7.78 | 12-31-2023 |
| LINDE PLC | SHS | 152 | $5,666,566 | 13,797 | 0.00 | 0.00 | -456 | -3.20 | 12-31-2023 |
| FISERV INC | COM | 153 | $5,660,578 | 42,612 | 0.00 | 0.00 | -1,468 | -3.33 | 12-31-2023 |
| APPLIED MATLS INC | COM | 154 | $5,636,538 | 34,778 | 0.00 | 0.00 | 764 | 2.25 | 12-31-2023 |
