HoldingsChannel.com
Kovitz Investment Group Partners LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 504,071 -35,456 $128,180
     AAPL504,071-35,456$128,180
BERKSHIRE HATHAWAY INC DEL      $121,608
     BRK.B651,755-37,670$119,160
     BRK.A9UNCH$2,448
ALPHABET INC      $103,287
     GOOG88,589+3,663$103,012
     Call10+10$275
QUANTA SVCS INC      $96,057
     PWR3,026,220+7,944$96,022
     Call2,838+56$35
FACEBOOK INC 473,827 +43,906 $79,035
     FB473,827+43,906$79,035
DISNEY WALT CO 780,567 +304,151 $75,403
     DIS780,567+304,151$75,403
PHILIP MORRIS INTL INC 995,571 +109,513 $72,637
     PM995,571+109,513$72,637
CBRE GROUP INC 1,650,334 +98,519 $62,234
     CBRE1,650,334+98,519$62,234
AON PLC 349,992 +141 $57,763
     AON349,992+141$57,763
AMERICAN EXPRESS CO 634,416 +163,907 $54,313
     AXP634,416+163,907$54,313
BOOKING HLDGS INC 40,007 +5,316 $53,822
     BKNG40,007+5,316$53,822
CARMAX INC 976,730 +47,125 $52,577
     KMX976,730+47,125$52,577
HASBRO INC 710,872 +710,872 $50,863
     HAS710,872+710,872$50,863
EXPEDIA GROUP INC 881,091 +386,676 $49,579
     EXPE881,091+386,676$49,579
GODADDY INC 850,833 +363,921 $48,592
     GDDY850,833+363,921$48,592
NORTHERN TR CORP 641,630 +631,963 $48,417
     NTRS641,630+631,963$48,417
GENERAL MTRS CO 2,188,533 +111,022 $45,478
     GM2,188,533+111,022$45,478
VIACOMCBS INC 3,133,573 +735,267 $43,902
     CBS3,133,573+735,768$43,902
JPMORGAN CHASE & CO 478,285 +8,532 $43,060
     JPM478,285+8,532$43,060
SCHWAB CHARLES CORP 1,253,759 +41,041 $42,151
     SCHW1,253,759+41,041$42,151
BECTON DICKINSON & CO 180,641 +180,641 $41,506
     BDX180,641+180,641$41,506
MOHAWK INDS INC 544,378 +15,504 $41,504
     MHK544,378+15,504$41,504
JACOBS ENGR GROUP INC 520,479 -38,056 $41,258
     JEC520,479-38,056$41,258
AMERCO 141,564 +3,663 $41,132
     UHAL141,564+3,663$41,132
CHARTER COMMUNICATIONS INC N 91,064 +91,064 $39,732
     CHTR91,064+91,064$39,732
GILDAN ACTIVEWEAR INC 3,069,119 +1,668,301 $39,162
     GIL3,069,119+1,668,301$39,162
AMAZON COM INC 18,871 +15,234 $36,793
     AMZN18,871+15,234$36,793
SS&C TECHNOLOGIES HLDGS INC 795,494 +333,280 $34,859
     SSNC795,494+333,280$34,859
MOTOROLA SOLUTIONS INC 254,835 +254,835 $33,873
     MSI254,835+254,835$33,873
ALPHABET INC 27,587 +642 $32,055
     GOOGL27,587+642$32,055
MICROSOFT CORP      $28,966
     MSFT181,976-14,804$28,699
     Call58+58$267
ANALOG DEVICES INC 321,637 -93,955 $28,835
     ADI321,637-93,955$28,835
DELTA AIR LINES INC DEL 990,395 +67,227 $28,256
     DAL990,395+67,227$28,256
CITIGROUP INC 649,455 +4,319 $27,355
     C649,455+4,319$27,355
VISA INC 168,214 +155,473 $27,102
     V168,214+155,473$27,102
AUTODESK INC 134,522 +134,522 $20,999
     ADSK134,522+134,522$20,999
LOCKHEED MARTIN CORP 60,114 +60,114 $20,376
     LMT60,114+60,114$20,376
BLACKSTONE GROUP INC 406,853 -363,336 $18,540
     BX406,853-363,336$18,540
SPDR S&P 500 ETF TR (SPY)      $18,205
     SPY53,032+6,756$13,669
     Call35,526+14,599$8,100
     Put18,612-6,128$3,564
JOHNSON & JOHNSON      $16,867
     JNJ126,269+1,457$16,558
     Call100+100$309
ROBERT HALF INTL INC 440,505 +219,433 $16,629
     RHI440,505+219,433$16,629
COVETRUS INC 1,899,400 -470,678 $15,461
     CVET1,899,400-470,678$15,461
INTEL CORP 273,937 +16,080 $14,826
     INTC273,937+16,080$14,826
BOEING CO 95,789 -37,965 $14,286
     BA95,789-37,965$14,286
NVR INC 5,137 +5,137 $13,197
     NVR5,137+5,137$13,197
QUALCOMM INC 186,514 -638 $12,617
     QCOM186,514-638$12,617
BRISTOL MYERS SQUIBB CO      $12,610
     BMY220,845+1,635$12,310
     Call223+223$300
CISCO SYS INC 282,004 +22,368 $11,086
     CSCO282,004+22,368$11,086
COMCAST CORP NEW 317,837 -2,100 $10,928
     CMCSA317,837-2,100$10,928
AMGEN INC 53,588 -1,948 $10,864
     AMGN53,588-1,948$10,864

See Full List: All Stocks Held By Kovitz Investment Group Partners LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Kovitz Investment Group Partners LLC

Size ($ in 1000's)
At 03/31/2020: $2,770,159
At 12/31/2019: $3,436,469

Kovitz Investment Group Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kovitz Investment Group Partners LLC 13F filings. Link to 13F filings: SEC filings

Kovitz Investment Group Partners LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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