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M. Kraus & Co
hedge fundUpdated 16 days agoManaged by M. Kraus & Co • Latest filing Q3 2026
Portfolio value
$372.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
5.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $358.1M |
| Q1 2026 | $342.9M |
| Q2 2026 | $376.9M |
| Q3 2026 | $372.7M |
Top holdings
84 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $38.3M | 74.7K | 10.27% | Trimmed(-0.6%) | |
| 2 | $33.3M | 97.7K | 8.93% | Trimmed(-1.4%) | |
| 3 | ? N/A Berkshire Hathaway - B | $20.5M | 41.2K | 5.51% | Trimmed(-2.0%) |
| 4 | $19.4M | 28.7K | 5.20% | Trimmed(-2.6%) | |
| 5 | $16.3M | 151.6K | 4.38% | Trimmed(-0.7%) | |
| 6 | $13.8M | 74.3K | 3.70% | Trimmed(-2.4%) | |
| 7 | $13.4M | 30.8K | 3.60% | Trimmed(-1.2%) | |
| 8 | $13M | 48.9K | 3.48% | Trimmed(-1.1%) | |
| 9 | $12.6M | 40.7K | 3.38% | Trimmed(-2.3%) | |
| 10 | $10.9M | 46.1K | 2.93% | Trimmed(-0.8%) | |
| 11 | $10.2M | 38.9K | 2.73% | Trimmed(-0.3%) | |
| 12 | $10.1M | 36.9K | 2.72% | Trimmed(-1.0%) | |
| 13 | $9.8M | 129.7K | 2.64% | Trimmed(-2.0%) | |
| 14 | $9.7M | 37.6K | 2.60% | Trimmed(-0.9%) | |
| 15 | $9.2M | 98.1K | 2.48% | Trimmed(-1.1%) | |
| 16 | $8.7M | 26.2K | 2.34% | Trimmed(-3.4%) | |
| 17 | $8.3M | 23.7K | 2.24% | Trimmed(-0.3%) | |
| 18 | $8.2M | 56.6K | 2.21% | Trimmed(-2.0%) | |
| 19 | $7.6M | 138.5K | 2.04% | Trimmed(-0.7%) | |
| 20 | $7.5M | 75.9K | 2.01% | Trimmed(-1.5%) |