Stock Taper

INTRINSIC VALUE PARTNERS, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The St. Joe CompanyJOE91.09K$5.71M
FIGS, Inc.FIGS62.03K$634.62K
The Charles Schwab CorporationSCHW52.28K$4.82M
Alphabet Inc.GOOG44.52K$15.73M
Corebridge Financial, Inc.CRBG44.5K$1.27M
Occidental Petroleum CorporationOXY42.18K$2.05M
Jefferies Financial Group Inc.JEF31.78K$1.59M
Copart, Inc.CPRT31.41K$885.45K
Berkshire Hathaway Inc.BRK-B30.18K$15.1M
Builders FirstSource, Inc.BLDR26.8K$2.4M
Alphabet Inc.GOOGL23.14K$8.27M
Paycom Software, Inc.PAYC21.31K$2.68M
Taiwan Semiconductor Manufacturing Company LimitedTSM20.06K$9.58M
Pinterest, Inc.PINS19.31K$406.13K
GE AerospaceGE16.14K$6.03M
Rocket Companies, Inc.RKT16.06K$253.01K
GE HealthCare Technologies Inc.GEHC14.43K$923.47K
Wells Fargo & CompanyWFC13.55K$1.12M
Amentum Holdings, Inc.AMTM13.4K$276.96K
Shopify Inc.SHOP12.54K$1.43M