Act Two Investors LLC
All 13F Filings
- Location
- Santa Cruz, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 494,743
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 37 | 494,743 | 13F-HR | Act Two Investors LLC |
| Q1 2026 | 5/8/2026 | 36 | 453,176 | 13F-HR | Act Two Investors LLC |
| Q4 2025 | 2/10/2026 | 38 | 555,939 | 13F-HR | Act Two Investors LLC |
| Q3 2025 | 11/12/2025 | 39 | 564,195 | 13F-HR | Act Two Investors LLC |
| Q2 2025 | 8/12/2025 | 37 | 489,886 | 13F-HR | Act Two Investors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 456.1 K | 92.2% | 42.84 K | 0 | 42.84 K |
| ETFs | 38.6 K | 7.8% | 0 | 1.269 K | -1.269 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
494,743
Holdings
37
QoQ value change ($000)
41,567
(9.2%)
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.