Act Two Investors LLC - Q42025 Holdings

Act Two Investors LLC holds 38 stocks with a total portfolio value of $ 555.94M as of Q42025. In Q42025, Act Two Investors LLC added 1 new position, increased stakes in 6 stocks, reduced 21 holdings, and fully exited 2 positions. The largest holding is Alphabet Inc (GOOG), representing 14.35% of the total portfolio.