13F
← All fund report cards

FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC

13F equity value
$1.8B
Positions
190
Top 10 concentration
48.5%
Quarters / total new picks
30 / 100
13F equity value over time
$0M$1B$3B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 30 quarters, returned +4.4% per quarter — versus +2.6% per quarter from simply owning every 13F stock. It beat that baseline in only 53.3% of quarters (excess t = 1.41, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+3.7%
t-stat
1.41
Quarterly win rate
53%
Annualized excess
+6.4%
$1 → follow vs universe
$2.93 vs $1.91
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320190331: universe 0.98520190630: universe 1.05920190930: universe 1.13920191231: universe 0.91920200331: universe 1.10820200930: universe 1.35920201231: universe 1.42120210331: universe 1.43320210630: universe 1.54820210930: universe 1.38920211231: universe 1.18220220331: universe 1.26920220630: universe 1.17620220930: universe 1.26320221231: universe 1.17320230331: universe 1.23620230630: universe 1.19220230930: universe 1.35320231231: universe 1.41320240331: universe 1.44520240630: universe 1.57720240930: universe 1.56320241231: universe 1.45920250331: universe 1.59020250630: universe 1.64020250930: universe 1.84420251231: universe 1.908 20180331: follow 0.97720180630: follow 1.07320180930: follow 1.12320190331: follow 1.09120190630: follow 1.19020190930: follow 1.43320191231: follow 0.99720200331: follow 1.24220200930: follow 1.21120201231: follow 1.30220210331: follow 1.53120210630: follow 1.53220210930: follow 1.40420211231: follow 1.18920220331: follow 1.15920220630: follow 1.07420220930: follow 1.14620221231: follow 1.16220230331: follow 1.35220230630: follow 1.24020230930: follow 1.36420231231: follow 1.52120240331: follow 1.64520240630: follow 1.92220240930: follow 2.28820241231: follow 2.11620250331: follow 2.51120250630: follow 2.49820250930: follow 3.08720251231: follow 2.935 0.85 2.09 3.33 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 190 · 2026 Q1

Ticker Value Weight QoQ
LNG $153M
8.3%
TRIM
GOOG $147M
8.0%
TRIM
LPLA $118M
6.4%
TRIM
TKO $89M
4.8%
TRIM
BRK/B $72M
3.9%
TRIM
WMT $69M
3.8%
HOLD
BX $64M
3.5%
HOLD
AMZN $62M
3.4%
HOLD
LH $61M
3.3%
HOLD
MSFT $59M
3.2%
HOLD
WMG $41M
2.2%
TRIM
JNJ $39M
2.1%
TRIM
JPST $36M
2.0%
TRIM
VEA $35M
1.9%
ADD
AMT $35M
1.9%
TRIM
WM $33M
1.8%
ADD
CRM $32M
1.7%
TRIM
FWONK $31M
1.7%
TRIM
EXPE $29M
1.6%
TRIM
AGG $28M
1.5%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.