Fairview Capital Investment Management, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.72 Billion distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lpl Financial Holdings Inc. with a value of $156M, Cheniere Energy, Inc. with a value of $130M, Blackstone Inc. with a value of $117M, Alphabet Inc. with a value of $109M, and Berkshire Hathaway Inc Class B with a value of $80.7M.

Examining the 13F form we can see an increase of $46.2M in the current position value, from $1.67B to 1.72B.

Fairview Capital Investment Management, LLC is based out at Greenbrae, CA

Below you can find more details about Fairview Capital Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.72 Billion
Financial Services: $367 Million
ETFs: $307 Million
Technology: $209 Million
Energy: $178 Million
Communication Services: $171 Million
Consumer Cyclical: $145 Million
Industrials: $128 Million
Real Estate: $86.8 Million
Other: $125 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $1.72 Billion
  • Prior Value $1.67 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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