Disciplined Investors, L.L.C. filed its 13F report for Q4 2025 on February 10, 2026. The portfolio totaled 152.45 M reflecting a +8.51% change from the prior quarter, spanning 121 assets. The top 10 holdings comprised 37.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 10 new positions and 9 complete exits.
Items:
Total Value:
| Issuer Name | Class | Value | Shares | Option Type |
|---|
Disciplined Investors submitted their Form 13F-HR for the Q4 2025 period on 02/10/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Disciplined Investors reported a managed portfolio value of 152.45 M, consisting of 121 individual positions.
This page displays the raw filing documents. To see which stocks Disciplined Investors bought or sold during Q4 2025, please visit Disciplined Investors's Portfolio Analysis page.