University Of Notre Dame Du Lac 13F annual report

University Of Notre Dame Du Lac is an investment fund managing more than $72.3 billion ran by Timothy Dolezal. There is currently 1 company in Mr. Dolezal’s portfolio. The largest and only investment include Berkshire Hathaway worth $72.3 billion.

$72.3 billion Assets Under Management (AUM)

As of 6th August 2024, University Of Notre Dame Du Lac’s top holding is 177,781 shares of Berkshire Hathaway currently worth over $72.3 billion and making up 100.0% of the portfolio value. Relative to the number of outstanding shares of Berkshire Hathaway, University Of Notre Dame Du Lac owns more than approximately 0.1% of the company.

Currently, University Of Notre Dame Du Lac's portfolio is worth at least $72.3 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at University Of Notre Dame Du Lac

The University Of Notre Dame Du Lac office and employees reside in South Bend, Indiana. According to the last 13-F report filed with the SEC, Timothy Dolezal serves as the Chief Investment Officer at University Of Notre Dame Du Lac.

Recent trades

Timothy Dolezal disclosed a decreased stake in Berkshire Hathaway by 0.4%. This leaves the value of the investment at $72.3 billion and 177,781 shares.

One of the smallest hedge funds

The two most similar investment funds to University Of Notre Dame Du Lac are Ardian France S.A. and First Trust Bank. They manage $72.4 billion and $72.4 billion respectively.

Timothy Dolezal investment strategy

University Of Notre Dame Du Lac’s portfolio is diversified across 1 sector. Currently, their heaviest sector is Finance — making up 100.0% of the total portfolio value. The fund focuses on investments in the United States as 100.0% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 100% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $682 billion.

The complete list of University Of Notre Dame Du Lac trades based on 13F SEC filings

These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Berkshire Hathaway Inc.	43.78% 177,781	$72,321,311,000	100.00%
No transactions found
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