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Pacific Capital Partners Ltd Historic Quarter Change: USA Other Stocks, Added

Pacific Capital Partners Ltd historic quarter change: USA Other Stocks, Added

In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 11 quarters from 2023-09-30 to 2026-06-30, Pacific Capital Partners Ltd opened 1 positions, added to 4, reduced 3 and sold out of 6.

  • Q1 2026: Stock BERKSHIRE HATHAWAY INC DEL; Country of operation United States; Class CL A; Shares before 7.
  • Q4 2023: Stock AXONICS INC; Country of operation United States; Class COM; Shares before 23,380.
  • Q4 2023: Stock COOPER COS INC; Country of operation United States; Class COM NEW; Shares before 2,714.
  • Q4 2023: Stock CATALENT INC; Country of operation United States; Class COM; Shares before 12,242.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2064920), 11 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-09); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-15); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-05-08); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-05-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2025-05-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2025-05-08); Q4 2023 (2023-09-30 to 2023-12-31, filed 2025-05-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026BERKSHIRE HATHAWAY INC DEL
CUSIP 084670108
United StatesCL A716+9$5,283,600$11,490,240+$6,206,6402026-04-09
Q4 2023AXONICS INC
CUSIP 05465P101
United StatesCOM23,38024,380+1,000$1,312,086$1,517,167+$205,0812025-05-08
Q4 2023COOPER COS INC
CUSIP 216648402
United StatesCOM NEW2,7142,764+50$863,079$1,046,008+$182,9292025-05-08
Q4 2023CATALENT INC
CUSIP 148806102
United StatesCOM12,24212,468+226$557,378$560,187+$2,8092025-05-08

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