Disciplined Investors, L.L.C. filed its 13F report for Q2 2026 on August 11, 2026. The portfolio totaled 199.94 M reflecting a +19.03% change from the prior quarter, spanning 145 assets. The top 10 holdings comprised 38.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 19 new positions and 13 complete exits.
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Disciplined Investors submitted their Form 13F-HR for the Q2 2026 period on 08/11/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Disciplined Investors reported a managed portfolio value of 199.94 M, consisting of 145 individual positions.
This page displays the raw filing documents. To see which stocks Disciplined Investors bought or sold during Q2 2026, please visit Disciplined Investors's Portfolio Analysis page.