John Osterweis - AltaRock Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $4,126,337,614
Holdings Activity Buys Sells    History
Holding/activity history for  Interactive Brokers Group, Inc. (IBKR)
← All IBKR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q3 0 0.00 Sell 100.00% 0.05 $8.41–9.35 · VW $8.85i SEC
2016   Q2 28,804 0.05 Reduce 73.53% 0.15 $8.44–10.35 · VW $9.44i $255,000 SEC
2016   Q1 108,804 0.20 $9.84 $1,070,000 SEC
2015   Q4 108,804 0.24 $10.90 $1,186,000 SEC
2015   Q3 108,804 0.26 Reduce 17.82% 0.08 $8.90–11.49 · VW $10.12i $1,074,000 SEC
2015   Q2 132,404 0.44 Buy 0.44 $8.06–10.61 · VW $9.11i $1,376,000 SEC
Price snapshot:
Current price$93.56
52-week low$57.91
52-week high$97.84