Ironvine Capital Partners, LLC
CIK:0001730478
Investment Adviser
$965M AUM
51 holdings
Omaha, NE, United States
Independently owned, research-driven public equity manager investing in durable, growing businesses run by management teams who think and act like owners. Focuses on long-term business outcomes and attractive returns through fundamental research and a multi-year investment horizon.
Investment Strategy
Research-driven, long-term equity investing in high-quality, owner-operated businesses with durable growth prospects.
Top Buys
M
MSFTMICROSOFT CORP+$17.1M
H
HEI-AHEICO CORP NEW+$10.7M
A
AMZNAMAZON COM INC+$10.4M
A
ADIANALOG DEVICES INC+$6.9M
T
TSMTAIWAN SEMICONDUCTOR MFG LTD+$5.1M
Top Sells
U
UNHUNITEDHEALTH GROUP INC-$10.8M
T
TMOTHERMO FISHER SCIENTIFIC INC-$8.7M
B
BRK-BBERKSHIRE HATHAWAY INC DEL-$4.6M
A
AONAON PLC-$4.2M
D
DGDOLLAR GEN CORP NEW-$4.2M
Top Holdings
M
MSFTMICROSOFT CORP+9.5%$91.4M
A
AMZNAMAZON COM INC+7.8%$75.1M
H
HEI-AHEICO CORP NEW+6.3%$60.8M
V
VVISA INC+5.5%$53.2M
S
SPGIS&P GLOBAL INC+5.3%$50.7M
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.47% | $91.4M | 183,797 | $114.06 | $497.41 | +$17.1M |
A AMZN | AMAZON COM INC | 7.79% | $75.1M | 342,500 | $138.35 | $219.39 | +$10.4M |
H HEI-A | HEICO CORP NEW | 6.30% | $60.8M | 234,871 | $90.32 | $258.75 | +$10.7M |
V V | VISA INC | 5.52% | $53.2M | 149,909 | $162.08 | $355.05 | +$789.0K |
S SPGI | S&P GLOBAL INC | 5.26% | $50.7M | 96,196 | $220.13 | $527.29 | +$1.9M |
Industry Allocation
SERVICES-BUSINESS SERVICES, NEC
+13.1%
SERVICES-PREPACKAGED SOFTWARE
+10.6%
SERVICES-CONSUMER CREDIT REPORTING, COLLECTION AGENCIES
+9.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.9%
AIRCRAFT ENGINES & ENGINE PARTS
+8.4%
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
E Eric Ruden | Research Analyst | Omaha, NE , United States | |
R Ryan Mendlik | Research Analyst | Omaha, NE , United States |