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Act Two Investors LLC: ES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Act Two Investors LLC on ES, newest first. How the timeline and the estimate are built.

Act Two Investors LLC held 238,057 ES shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 238,057 shares
    Change vs previous 13F -171,269 shares

    3.48% of the 13F portfolio, value $17,204,379.

    13F-HR 0001214659-26-009810 filed by Act Two Investors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 409,326 shares
    Change vs previous 13F -15,778 shares

    6.26% of the 13F portfolio, value $28,358,105.

    13F-HR 0001214659-26-005757 filed by Act Two Investors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 425,104 shares
    Change vs previous 13F +5,052 shares

    5.15% of the 13F portfolio, value $28,622,252.

    13F-HR 0001214659-26-001385 filed by Act Two Investors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 420,052 shares
    Change vs previous 13F -16,960 shares

    5.3% of the 13F portfolio, value $29,882,499.

    13F-HR 0001214659-25-016270 filed by Act Two Investors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 437,012 shares
    Change vs previous 13F +129,883 shares

    5.68% of the 13F portfolio, value $27,802,703.

    13F-HR 0001214659-25-011870 filed by Act Two Investors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 307,129 shares
    Change vs previous 13F not available

    4.04% of the 13F portfolio, value $19,075,782.

    13F-HR 0001214659-25-007361 filed by Act Two Investors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).