Ironvine Capital Partners, LLC Q3 and Q4 2022 Holdings Comparison: Insight into the top performers

Ironvine Capital Partners, LLC is a registered investment adviser and a hedge fund company that manages over $2 billion in assets. As per their 13F filings, we have analyzed their holdings comparison for Q3 and Q4 2022. The third quarter ended on September 30, 2022, and the fourth quarter ended on December 31, 2022. In this blog post, we will take a closer look at Ironvine Capital Partners, LLC's holdings comparison during those periods.

While Ironvine Capital makes many trades throughout the year, we have highlighted their top performers based on the percentage change in their values. Although we do not have access to their trading strategy, we can see that their holdings have yielded great returns. Let's delve a little deeper into the top performers:

Microsoft Corp (MSFT)

Even though the company's shares increased only modestly from 240,817 in Q3 to 241,061 in Q4, the company's value increased by 3.1% from $56,086 in Q3 to $57,811 in Q4.

Thermo Fisher Scientific Inc (TMO)

Ironvine Capital increased their holdings in Thermo Fisher Scientific by 14.3% from 76,052 shares in Q3 to 80,071 shares in Q4. Additionally, the company's value jumped by 14.3%, increasing from $38,573 in Q3 to $44,094 in Q4.

Visa Inc (V)

In Q4 2022, Visa Inc shares increased by 6.4%, from 185,303 shares in Q3 to 197,023 shares in Q4. The company's value increased significantly by 24.3%, from $32,919 in Q3 to $40,933 in Q4.

Analog Devices Inc (ADI)

Ironvine Capital increased their holdings in Analog Devices by 2.8% from Q3 to Q4, with shares increasing from 219,145 to 225,212. Additionally, the company's value jumped by an impressive 21%, increasing from $30,536 in Q3 to $36,941 in Q4.

Catalept Inc (CTLT)

Ironvine Capital increased their holdings in Catalent Inc by an impressive 83%, from 259,158 shares in Q3 to 476,236 in Q4. Additionally, the company's value increased by 14.3%, from $18,753 in Q3 to $21,435 in Q4.

Meta Platforms Inc (META)

Ironvine Capital sold all of its shares in the company, divesting 140,177 shares from Q3 to Q4. The company's value plummeted by 100%, decreasing from $19,019 in Q3 to 0 in Q4.

In conclusion, Ironvine Capital Partners, LLC's holdings comparison between Q3 and Q4, 2022 highlights the firm's investment strategy. They increased their holdings in high-performing companies such as Thermo Fisher Scientific, Visa, and Analog Devices while selling their shares in underperforming companies such as Meta Platforms. This comparison gives investors valuable insights into Ironvine Capital Partners, LLC's holdings strategy and can serve as a guide for them in making their investment decisions.