Act Two Investors LLC SLM — SLM CORP

Ownership history in Act Two Investors LLC  ·  10 quarters on record

AI Ownership Summary

Act Two Investors LLC reported SLM CORP (SLM) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.04% in 2025 Q3. The latest visible filing shows SLM at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SLM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Act Two Investors LLC's position in SLM CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SLM was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SLM stock page Act Two Investors LLC fund profile Act Two Investors LLC full holdings
How Act Two Investors LLC held SLM — position size vs. price
% of Fund (quarterly)    SLM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 82.3% -20.4% ✅ 37,514 -174,068 -82.3% 0.18% $1.0M 2026-02-14 (Est.) $23.88
2025 Q3 ADDED — — — 211,582 +132,422 +167.3% 1.04% $5.9M 2025-11-12 $27.87
2025 Q2 UNCHANGED — — — 79,160 — 0% 0.53% $2.6M 2025-08-12 $32.07
2025 Q1 UNCHANGED — — — 79,160 — 0% 0.49% $2.3M 2025-05-12 $32.68
2024 Q4 ADDED — — — 79,160 +21,146 +36.4% 0.43% $2.2M 2025-02-13 $29.32
2024 Q3 UNCHANGED — — — 58,014 — 0% 0.25% $1.3M 2024-11-12 $23.40
2024 Q2 UNCHANGED — — — 58,014 — 0% 0.24% $1.2M 2024-08-12 $19.66
2024 Q1 UNCHANGED — — — 58,014 — 0% 0.25% $1.3M 2024-05-09 $21.10
2023 Q4 ADDED — — — 58,014 +37,514 +183.0% 0.24% $1.1M 2024-02-12 $19.00
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SLM

As of 2026 Q1 — sorted by position size

Polaris Capital Management, LLC 3Y 7Y 2.5% Sage Investment Counsel LLC 1.39% SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 1.32% SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 3Y 7Y 0.47% HARBOR CAPITAL ADVISORS, INC. 3Y 0.29% ABN AMRO Bank N.V. 0.25% Oak Thistle LLC 3Y 0.22% Kendall Capital Management 3Y 7Y 0.21% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.19% BAXTER BROS INC 3Y 7Y 0.17%

FAQ About Act Two Investors LLC and SLM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Act Two Investors LLC reported owning SLM?

Act Two Investors LLC reported SLM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SLM position in Act Two Investors LLC's portfolio?

The largest reported portfolio weight for SLM was 1.04% in 2025 Q3.

What is the latest reported SLM position on this page?

The most recent filing on this page is 2025 Q4, when Act Two Investors LLC reported 37,514 shares, equal to 0.18% of portfolio, with an estimated market value of $1.0M.

What does the chart on this SLM ownership page compare?

The chart compares Act Two Investors LLC's quarterly SLM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Act Two Investors LLC time their SLM position?

Based on 13F filing dates vs. subsequent SLM price moves, Act Two Investors LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on SLM relative to SPY over the holding period was +2.5%.

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