Torray Investment Partners LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison

Torray Investment Partners LLC, a prominent investment firm, recently released its Q1 2023 and Q2 2023 13F holdings report. These reports provide valuable insights into the firm's investment activities, showcasing changes in the holdings of various funds. In this article, we will examine some notable changes between the two quarters and analyze the potential impact on the market.

One of the significant changes in Torray Investment Partners LLC's holdings is in Alphabet Class A (GOOGL). During Q1 2023, the firm held 187,580 shares, which decreased to 184,375 shares in Q2 2023. The value of the holdings also rose from $19,457,000 to $22,069,000, representing a 13.4% change. This indicates that Torray Investment Partners LLC has continued to have confidence in Alphabet Class A, despite the slight decrease in shares.

Another notable change is in Berkshire Hathaway B (BRK-B), where the firm maintained its holdings at 64,106 shares in both quarters. However, the value of the holdings increased from $19,794,000 in Q2 2023 to $21,860,000, showcasing a 10.4% change. This suggests that Torray Investment Partners LLC sees potential growth in Berkshire Hathaway B and has chosen to maintain its investment.

Fiserv (FISV) is another stock with a significant change in holdings. Torray Investment Partners LLC held 154,868 shares in Q1 2023, which slightly decreased to 154,008 shares in Q2 2023. Despite the decrease in shares, the value of the holdings increased from $17,504,000 to $19,428,000, reflecting an 11% change. This implies that Torray Investment Partners LLC has confidence in Fiserv's potential for growth.

Home Depot (HD) is a stock that experienced substantial growth in Torray Investment Partners LLC's holdings. In Q1 2023, the firm held 41,904 shares, which increased to 48,416 shares in Q2 2023. The value of the holdings also grew from $12,366,000 to $15,039,000, indicating a significant 21.6% change. This suggests that Torray Investment Partners LLC believes in the long-term growth prospects of Home Depot.

Microsoft (MSFT) is another stock that saw a slight decrease in holdings. Torray Investment Partners LLC held 43,168 shares in Q1 2023, which decreased to 42,523 shares in Q2 2023. However, the value of the holdings increased from $12,445,000 to $14,480,000, showing a 16.4% change. This indicates that Torray Investment Partners LLC remains optimistic about Microsoft's performance in the market.

These are just a few examples of the changes in holdings between Q1 2023 and Q2 2023 for Torray Investment Partners LLC. It is crucial to note that these changes reflect the firm's strategy and its outlook on the market. Investors and market analysts can gain valuable insights from these reports to make informed investment decisions.

In conclusion, Torray Investment Partners LLC's Q1 2023 vs. Q2 2023 13F holdings comparison provides a glimpse into the firm's investment activities. By analyzing the changes in holdings, we can gauge the firm's confidence in various stocks. Investors can utilize this information to assess market trends and make informed investment decisions.