Long-term investor

Disciplined Investors, L.l.c. @disciplinedinvestorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056242).

Record

  • Tracked since 2025-06-30 (448 days), 116 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +15.8% · all +15.8%
  • Max drawdown n/a · win rate 15% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464288448 · 7.1% · long · since 2025-06-30
  • 922908736 · 6.9% · long · since 2025-06-30
  • 808524102 · 4.7% · long · since 2025-06-30
  • 921909768 · 3.7% · long · since 2025-06-30
  • 25434V815 · 3.1% · long · since 2025-06-30
  • 922042775 · 2.9% · long · since 2025-06-30
  • 81369Y803 · 2.7% · long · since 2025-06-30
  • 922908363 · 2.5% · long · since 2025-06-30
  • 25434V583 · 2.3% · long · since 2025-06-30
  • INTC · 2.2% · long · since 2025-12-31
  • 78468R853 · 2.1% · long · since 2025-06-30
  • AAPL · 2.0% · long · since 2025-06-30

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