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Scott & Selber, Inc.
hedge fundUpdated 15 days agoManaged by Scott & Selber, Inc. • Latest filing Q3 2026
Portfolio value
$476M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
16.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $407.7M |
| Q4 2025 | $398.7M |
| Q1 2026 | $387.3M |
| Q2 2026 | $473.7M |
| Q3 2026 | $476M |
Top holdings
92 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $46.5M | 43.7K | 9.77% | Added(+0.0%) | |
| 2 | $39.4M | 172.5K | 8.27% | Trimmed(-0.1%) | |
| 3 | $36.5M | 109.5K | 7.66% | Trimmed(-0.1%) | |
| 4 | $23.6M | 69.4K | 4.97% | Trimmed(-0.1%) | |
| 5 | $23.3M | 45.4K | 4.89% | Trimmed(-0.1%) | |
| 6 | $22.9M | 65.3K | 4.82% | Trimmed(-0.1%) | |
| 7 | $15.1M | 45.9K | 3.17% | Added(+0.0%) | |
| 8 | $15M | 60.0K | 3.14% | Trimmed(-0.2%) | |
| 9 | $11.1M | 21.7K | 2.33% | Added(+0.1%) | |
| 10 | $10.1M | 77.7K | 2.11% | Trimmed(-0.0%) | |
| 11 | $9M | 100.2K | 1.90% | Added(+0.1%) | |
| 12 | $8.9M | 12.3K | 1.87% | Added(+0.4%) | |
| 13 | $8.2M | 24.7K | 1.71% | Trimmed(-0.1%) | |
| 14 | $7.7M | 255.2K | 1.62% | Trimmed(-0.0%) | |
| 15 | $7.1M | 65.8K | 1.49% | Trimmed(-0.0%) | |
| 16 | $6.8M | 41.5K | 1.42% | — | |
| 17 | $6.6M | 96.9K | 1.38% | Trimmed(-0.1%) | |
| 18 | $6.1M | 10.0K | 1.28% | Trimmed(-0.1%) | |
| 19 | $6.1M | 32.9K | 1.28% | Trimmed(-0.1%) | |
| 20 | $6M | 25.5K | 1.25% | Trimmed(-0.9%) |