Ironvine Capital Partners, LLC
13F filer · CIK 1730478 · Omaha, NE
Summary
Ironvine Capital Partners, LLC reported $1.07B across 57 positions in its 13F for 2026 Q2, filed Aug 10, 2026. The largest holdings are AMZN (7.3%), HEI.A (5.9%), MSFT (5.4%). Versus 2026 Q1, leaving options aside, it opened 7 new positions, added to 15, trimmed 19 and sold out of 6.
Reported value$1.07B
Positions57incl. options
Report period2026 Q2
FiledAug 10, 2026
New positions7
Added15
Trimmed19
Sold out6
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 7.3%Value $78.01MPrice $246.67Shares 327K -2.36%Since Jun 30 +3.50%
Weight 5.9%Value $63.40MPrice $230.84Shares 246K +4.85%Since Jun 30 -10.50%
Weight 5.4%Value $57.70MPrice $508.96Shares 155K -0.29%Since Jun 30 +36.44%
Weight 5.3%Value $57.10MPrice $365.88Shares 166K +12.76%Since Jun 30 +6.64%
Weight 5.3%Value $57.00MPrice $337.32Shares 161K -26.36%Since Jun 30 -4.53%
Weight 5.2%Value $56.04MPrice $398.22Shares 141K -19.93%Since Jun 30 +0.26%
Weight 4.9%Value $52.18MPrice $274.15Shares 192K +2.80%Since Jun 30 +0.79%
Weight 4.6%Value $49.08MPrice $502.35Shares 98K +1.41%Since Jun 30 +0.39%
Weight 3.7%Value $39.75MPrice $275.90Shares 120K +11.29%Since Jun 30 -16.82%
Weight 3.7%Value $39.26MPrice $392.45Shares 96K -0.35%Since Jun 30 -3.64%
Weight 3.6%Value $38.59MPrice $454.82Shares 85K +4.10%Since Jun 30 +0.42%
Weight 3.3%Value $34.89MPrice $374.94Shares 84K +27.61%Since Jun 30 -9.79%
Weight 2.9%Value $31.63MPrice $456.94Shares 66K -5.35%Since Jun 30 -4.32%
Weight 2.9%Value $30.98MPrice $679.61Shares 62K -3.58%Since Jun 30 +35.55%
Weight 2.8%Value $30.54MPrice $563.58Shares 59K -11.14%Since Jun 30 +9.73%
Weight 2.6%Value $27.93MPrice $226.11Shares 147K +36.78%Since Jun 30 +18.71%
Weight 2.6%Value $27.67MPrice $738.79Shares 49K +1298.49%Since Jun 30 +31.16%
Weight 2.4%Value $25.31MPrice $86.07Shares 275K +8.83%Since Jun 30 -6.54%
Weight 2.4%Value $25.30MPrice $924.59Shares 27K -19.31%Since Jun 30 -1.16%
Weight 2.3%Value $24.92MPrice $187.26Shares 113K +5.65%Since Jun 30 -15.07%
Weight 2.3%Value $24.37MPrice $512.01Shares 34K -14.52%Since Jun 30 -29.18%
Weight 2.1%Value $22.22MPrice $210.85Shares 144KSince Jun 30 +36.82%
Weight 1.5%Value $16.13MPrice $84.34Shares 91K -16.18%Since Jun 30 -52.17%
Weight 1.4%Value $15.35MPrice $308.81Shares 55K -16.37%Since Jun 30 +10.29%
Weight 1.4%Value $15.31MPrice $1834Shares 7,696 +14.07%Since Jun 30 -7.79%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 7.3% | $78.01M | +3.50% | -2.36% | Trim | |
 HEI.AHEICO CORP NEW | 5.9% | $63.40M | -10.50% | +4.85% | Add |
| 5.4% | $57.70M | +36.44% | -0.29% | Trim | |
| 5.3% | $57.10M | +6.64% | +12.76% | Add | |
| 5.3% | $57.00M | -4.53% | -26.36% | Trim | |
| 5.2% | $56.04M | +0.26% | -19.93% | Trim | |
| 4.9% | $52.18M | +0.79% | +2.80% | Add | |
 BRK.BBERKSHIRE HATHAWAY INC DEL | 4.6% | $49.08M | +0.39% | +1.41% | Add |
| 3.7% | $39.75M | -16.82% | +11.29% | Add | |
| 3.7% | $39.26M | -3.64% | -0.35% | Trim | |
| 3.6% | $38.59M | +0.42% | +4.10% | Add | |
| 3.3% | $34.89M | -9.79% | +27.61% | Add | |
| 2.9% | $31.63M | -4.32% | -5.35% | Trim | |
| 2.9% | $30.98M | +35.55% | -3.58% | Trim | |
| 2.8% | $30.54M | +9.73% | -11.14% | Trim | |
| 2.6% | $27.93M | +18.71% | +36.78% | Add | |
| 2.6% | $27.67M | +31.16% | +1298.49% | Add | |
| 2.4% | $25.31M | -6.54% | +8.83% | Add | |
| 2.4% | $25.30M | -1.16% | -19.31% | Trim | |
| 2.3% | $24.92M | -15.07% | +5.65% | Add | |
| 2.3% | $24.37M | -29.18% | -14.52% | Trim | |
| 2.1% | $22.22M | +36.82% | — | New | |
| 1.5% | $16.13M | -52.17% | -16.18% | Trim | |
| 1.4% | $15.35M | +10.29% | -16.37% | Trim | |
| 1.4% | $15.31M | -7.79% | +14.07% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.