Filed: 5/14/2026ACC: 0000912282-26-000713
📋 What this filing means
FJ INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $1.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$1.53B
Total AUM (reported)
3.82M
Total Shares
Allocation by class
S&P 500 ETF SHS$1.27B82.5%
CAP STK CL A$146.03M9.5%
COM NEW$62.08M4.0%
COM$30.42M2.0%
CL B NEW$29.85M1.9%
Portfolio Concentration
Top 3$1.47B96.1%
4–10$60.27M3.9%
Top 3 weight
96.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 3.82M
Sole
Full voting authority
2.97M
shares
% of voting shares77.7%
Shared
Joint voting authority
852.55K
shares
% of voting shares22.3%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole4
Shared0
Other1
Dominant voting typeSole · 77.7% of voting shares
Institutional Holdings5
Rows:
VANGUARD INDEX FDS
DFNDShares2.12M
TypeSH
Market value$1.27B
82.50%
Sole
1.26M
Shared
852.55K
None
0.00
ALPHABET INC
SOLEShares507.83K
TypeSH
Market value$146.03M
9.52%
Sole
507.83K
Shared
0.00
None
0.00
PAR PAC HOLDINGS INC
SOLEShares991.11K
TypeSH
Market value$62.08M
4.05%
Sole
991.11K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares146.07K
TypeSH
Market value$30.42M
1.98%
Sole
146.07K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares62.29K
TypeSH
Market value$29.85M
1.95%
Sole
62.29K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 2.12M | SH | $1.27B 82.50% | 1.26M | 852.55K | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 507.83K | SH | $146.03M 9.52% | 507.83K | 0.00 | 0.00 |
PAR PAC HOLDINGS INCSOLE | COM NEW | 991.11K | SH | $62.08M 4.05% | 991.11K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 146.07K | SH | $30.42M 1.98% | 146.07K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 62.29K | SH | $29.85M 1.95% | 62.29K | 0.00 | 0.00 |