EQUITY INVESTMENT CORP

All 13F Filings

Location
Atlanta, GA
Most recent 13F
Q4 2025
Holdings value ($000)
4,953,302
Description
Atlanta Georgia based fundamental portfolio management house with an incorporated management platform and a disciplined and process driven investment mandate. The approach emphasizes multi sleeve portfolio balancing, active stewardship and governance oversight, and valuation discipline and downside awareness for research led investment portfolios. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through execution path consistency and governance clarity.
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/12/2026 72 4,953,302 13F-HR EQUITY INVESTMENT CORP
Q3 2025 11/5/2025 64 4,773,579 13F-HR EQUITY INVESTMENT CORP
Q2 2025 8/6/2025 62 4,567,207 13F-HR EQUITY INVESTMENT CORP
Q1 2025 5/2/2025 66 4,472,459 13F-HR EQUITY INVESTMENT CORP
Q4 2024 2/5/2025 63 4,265,827 13F-HR EQUITY INVESTMENT CORP
Q3 2024 11/7/2024 65 4,298,205 13F-HR EQUITY INVESTMENT CORP
Q2 2024 8/8/2024 65 3,915,264 13F-HR EQUITY INVESTMENT CORP
Q1 2024 5/7/2024 63 3,997,610 13F-HR EQUITY INVESTMENT CORP
Q4 2023 2/8/2024 60 3,559,968 13F-HR EQUITY INVESTMENT CORP
Q3 2023 11/8/2023 59 3,213,062 13F-HR EQUITY INVESTMENT CORP
Q2 2023 8/3/2023 60 3,231,633 13F-HR EQUITY INVESTMENT CORP
Q1 2023 5/4/2023 57 3,050,777 13F-HR EQUITY INVESTMENT CORP
Q4 2022 2/8/2023 56 2,972,859 13F-HR EQUITY INVESTMENT CORP
Q3 2022 11/9/2022 53 2,607,490 13F-HR EQUITY INVESTMENT CORP
Q2 2022 8/8/2022 56 2,700,859 13F-HR EQUITY INVESTMENT CORP
Q1 2022 5/10/2022 59 2,929,275 13F-HR EQUITY INVESTMENT CORP
Q4 2021 2/8/2022 54 2,762,831 13F-HR EQUITY INVESTMENT CORP
Q3 2021 11/15/2021 53 2,608,663 13F-HR EQUITY INVESTMENT CORP
Q2 2021 8/6/2021 53 2,656,041 13F-HR EQUITY INVESTMENT CORP
Q1 2021 5/12/2021 52 2,515,392 13F-HR EQUITY INVESTMENT CORP
Q4 2020 2/10/2021 51 2,144,226 13F-HR EQUITY INVESTMENT CORP
Q3 2020 11/12/2020 52 1,964,951 13F-HR EQUITY INVESTMENT CORP
Q2 2020 8/10/2020 50 2,013,075 13F-HR EQUITY INVESTMENT CORP
Q1 2020 5/11/2020 49 1,938,193 13F-HR EQUITY INVESTMENT CORP
Q4 2019 2/11/2020 53 2,908,669 13F-HR EQUITY INVESTMENT CORP
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 4.808 M 97.1% 86.74 K 0 86.74 K
ETFs 144.5 K 2.9% 92.98 K 0 92.98 K
Debt 977 0.0% 11 0 11
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Fund Snapshot

Q4 2025
Latest filed
2/12/2026
Total value ($000)
4,953,302
Holdings
72
QoQ value change ($000)
179,723 (3.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.