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Investment Firm Lourd Capital's Q1 vs. Q2 2019 Portfolio Analysis: A Look at the Top Holdings

Ava Hoppe | 6 May, 2023

As an investment firm, Lourd Capital, LLC submitted its 13F filings for Q1 and Q2 2019. The data shows the changes in holdings between these two quarters. Based on the report, the firm held a diverse portfolio, with exposed investments in various sectors such as Finance, Technology, and Consumer Goods. Some of the top holdings were well-known companies such as Berkshire Hathaway, Microsoft, and Bank of America.

In Q2 2019, Lourd Capital's top three holdings remained unchanged from the previous quarter. Berkshire Hathaway Inc., the holding company led by Warren Buffet, remained the biggest position, with 2099 shares worth $668 million. Interestingly, the firm increased the number of shares it held in the company by 5.7% from the previous quarter. The second and third biggest holdings were Vanguard Index Funds and Bank of America, with 479,334 shares worth $62.5 million and 1,197,075 shares worth $34.7 million, respectively.

However, these holdings were not without changes. Lourd reduced its holdings for Vanguard Index Funds by 1.7% compared to the previous quarter, while increasing its investments in Bank of America by 4.3%. Meanwhile, the firm experienced a decrease in the value of its holdings for some companies such as Vanguard Index Funds and Exxon Mobil Corp.

In contrast, Costco Wholesale Corp and Wells Fargo & Co saw significant increases in their values in Q2 2019. Lourd Capital raised the number of shares it held in Costco Wholesale Corp by 9.2% and its value by $2.4 million, from $25.8 million in the previous quarter to $28.2 million. The investment firm also experienced a whopping 417.4% rise in the value of its holdings for Wells Fargo & Co, from $1.6 million in Q1 2019 to $8.4 million in Q2 2019. This rise was due to a 427% increase in the number of shares held.

Other noteworthy changes included a 30.3% increase in IAC InteractiveCorp, a 27.7% rise for Facebook Inc, and a 35.8% increase for Walt Disney Co. On the other hand, Nordstrom Inc. saw the sharpest drop, with a decrease of 28.2% in portfolio value, from $17.5 million in Q1 2019 to $12.6 million in Q2 2019.

In conclusion, Lourd Capital's Q2 2019 holdings indicate a diverse portfolio, with a mix of both traditional and newer companies across multiple sectors. Although the firm reduced holdings in some companies, it made significant increases in others, pointing to a recalibration of its investment strategy. However, it's important to note that the 13F filing reports holdings 45 days after the end of each quarter and may not provide the most up-to-date picture of the firm's portfolio.

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