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Act Two Investors LLC
RIA/Wealth
Act Two Investors LLC is a RIA/Wealth led by Jeffrey Robert Scharf, reporting $581.4M in AUM as of Q3 2025 with 69% concentrated in top 10 holdings.
CCOJeffrey Robert Scharf
- Portfolio Value
- $564.2M
- Positions
- 39
- Top Holding
- MSFT at 13.76%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Act Two Investors LLC's portfolio (69.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $77.6M | 13.76% | -$316.5K Sold | 0.00% 149.9K shares | |
Internet Content & Information Communication Services | $62.8M | 11.14% | -$1.7M Sold | 0.00% 258.1K shares | |
Specialty Retail Consumer Cyclical | $41.2M | 7.30% | -$231.9K Sold | 0.00% 187.7K shares | |
Telecommunications Services Communication Services | $37.2M | 6.59% | -$214.7K Sold | 0.01% 155.3K shares | |
Financial - Credit Services Financial Services | $36.0M | 6.39% | -$196.6K Sold | 0.01% 105.6K shares | |
Medical - Diagnostics & Research Healthcare | $32.4M | 5.73% | +$376.8K Bought | 0.10% 170.3K shares | |
Regulated Electric Utilities | $29.9M | 5.30% | -$1.2M Sold | 0.11% 420.1K shares | |
Unknown Unknown | $27.9M | 4.95% | -$34.2K Sold | — 364.1K shares | |
ETF ETF | $23.1M | 4.10% | -$272.4K Sold | — 239.9K shares | |
REIT - Office Real Estate | $22.9M | 4.07% | +$22.9M New | 0.16% 275.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Act Two Investors LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+226.16% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-60.98% | |
-7.64% |
Analytics
Portfolio insights and performance metrics for Act Two Investors LLC
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