S&CO INC IAC — IAC Inc.

Ownership history in S&CO INC  ·  13 quarters on record

AI Ownership Summary

S&CO INC reported IAC Inc. (IAC) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2024 Q3. The latest visible filing shows IAC at 0.15% 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 IAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was S&CO INC's position in IAC Inc., 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
2026 Q1

IAC was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2024 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 2026 Q1

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.

IAC stock page S&CO INC fund profile S&CO INC full holdings
How S&CO INC held IAC — position size vs. price
% of Fund (quarterly)    IAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 59,425 -10,000 -14.4% 0.15% $2K 2026-05-07 $43.12
2025 Q4 UNCHANGED — — — 69,425 — 0% 0.17% $2.7M 2026-02-05 $35.10
2025 Q3 UNCHANGED — — — 69,425 — 0% 0.14% $2.4M 2025-11-06 $33.14
2025 Q2 REDUCED 58.6% -5.9% ✅ 69,425 -98,145 -58.6% 0.17% $2.6M 2025-08-07 $34.99
2025 Q1 REDUCED 17.9% -0.9% ✅ 167,570 -36,605 -17.9% 0.52% $7.7M 2025-05-08 $36.77
2024 Q4 ADDED — — — 204,175 +1,030 +0.5% 0.60% $8.8M 2025-02-07 $34.13
2024 Q3 ADDED — — — 203,145 +7,885 +4.0% 0.71% $10.9M 2024-11-07 $44.60
2024 Q2 ADDED — — — 195,260 +38,979 +24.9% 0.64% $9.1M 2024-08-08 $40.73
2024 Q1 ADDED — — — 156,281 +80,781 +107.0% 0.59% $8.3M 2024-05-09 $45.38
2023 Q4 ADDED — — — 75,500 +57,000 +308.1% 0.30% $4.0M 2024-02-12 $43.46
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IAC

As of 2026 Q1 — sorted by position size

BROOKTREE CAPITAL MANAGEMENT 3Y 9.98% ALLEN HOLDING INC /NY 3Y 7Y 2.39% ALLEN OPERATIONS LLC 3Y 7Y 1.91% DAVIS SELECTED ADVISERS 3Y 7Y 0.44% ACR Alpine Capital Research, LLC 3Y 7Y 0.27% Annis Gardner Whiting Capital Advisors, LLC 0.22% Autumn Glory Partners, LLC 3Y 0.2% Joel Isaacson & Co., LLC 3Y 7Y 0.13% Parkside Investments, LLC 3Y 7Y 0.12% Chemistry Wealth Management LLC 3Y 0.11%

FAQ About S&CO INC and IAC

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

How long has S&CO INC reported owning IAC?

S&CO INC reported IAC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IAC position in S&CO INC's portfolio?

The largest reported portfolio weight for IAC was 0.71% in 2024 Q3.

What is the latest reported IAC position on this page?

The most recent filing on this page is 2026 Q1, when S&CO INC reported 59,425 shares, equal to 0.15% of portfolio, with an estimated market value of $2K.

What does the chart on this IAC ownership page compare?

The chart compares S&CO INC's quarterly IAC 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 S&CO INC time their IAC position?

Based on 13F filing dates vs. subsequent IAC price moves, S&CO INC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on IAC relative to SPY over the holding period was -19.1%.

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