David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  MGIC Investment Corp. (MTG)
← All MTG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2002   Q4 0 0.00 Sell 100.00% 0.06 $33.60–48.52 · VW $42.48i SEC
2002   Q3 7,000 0.06 Reduce 6.98% <0.01 $38.60–68.95 · VW $53.89i $286,000 SEC
2002   Q2 7,525 0.09 Reduce 11.47% 0.01 $65.40–74.40 · VW $70.41i $510,000 SEC
2002   Q1 8,500 0.09 Reduce 2.58% <0.01 $59.03–71.85 · VW $66.13i $582,000 SEC
2001   Q4 8,725 0.09 Add 1.45% <0.01 $50.56–68.20 · VW $57.40i $539,000 SEC
2001   Q3 8,600 0.11 Reduce 3.37% <0.01 $54.00–76.50 · VW $69.85i $562,000 SEC
2001   Q2 8,900 0.12 Reduce 6.81% <0.01 $61.00–77.31 · VW $68.35i $646,000 SEC
2001   Q1 9,550 0.13 Buy 0.13 $51.00–69.35 · VW $60.98i $653,000 SEC
Price snapshot:
Current price$28.42
52-week low$24.23
52-week high$29.63