13F Portfolios

Venator Management LLC: ALPHABET CL C (GOOG): Quarterly 13F Position History

As of Q1 2026, Venator Management LLC reported 224,640 shares of ALPHABET CL C (GOOG), worth $64.4M and representing 15.5% of its 13F equity book. Quarter-over-quarter share count change: 800 (-0.4%) . The position first appeared in Q4 2020 and has been disclosed across 22 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 22 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 224,640 800 -0.4% $64.4M 15.5% $286.9
Q4 2025 225,440 1,975 -0.9% $70.7M 15.9% $313.8
Q3 2025 227,415 500 -0.2% $55.4M 13.2% $243.6
Q2 2025 227,915 300 -0.1% $40.4M 10.5% $177.4
Q1 2025 228,215 +25 +0.0% $35.7M 10.6% $156.2
Q4 2024 228,190 0 $43.5M 12.5% $190.4
Q3 2024 228,190 1,590 -0.7% $38.2M 11.0% $167.2
Q2 2024 229,780 6,325 -2.7% $42.1M 12.7% $183.4
Q1 2024 236,105 3,625 -1.5% $35.9M 10.6% $152.3
Q4 2023 239,730 2,050 -0.8% $33.8M 11.2% $140.9
Q3 2023 241,780 200 -0.1% $31.9M 11.8% $131.8
Q2 2023 241,980 5,160 -2.1% $29.3M 10.7% $121.0
Q1 2023 247,140 +15 +0.0% $25.7M 10.6% $104.0
Q4 2022 247,125 +8,815 +3.7% $21.9M 10.0% $88.7
Q3 2022 238,310 +226,081 +1848.7% $22.9M 9.8% $96.2
Q2 2022 12,229 907 -6.9% $26.8M 11.1% $2187.4
Q1 2022 13,136 +11 +0.1% $36.7M 11.7% $2793.0
Q4 2021 13,125 25 -0.2% $38.0M 10.4% $2893.6
Q3 2021 13,150 1,572 -10.7% $35.0M 9.4% $2665.3
Q2 2021 14,722 12 -0.1% $36.9M 10.0% $2506.3
Q1 2021 14,734 461 -3.0% $30.5M 9.0% $2068.6
Q4 2020 15,195 $26.6M 8.7% $1751.9

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Venator Management LLC first disclose a GOOG position in 13F-HR filings?

Venator Management LLC first reported ALPHABET CL C (GOOG) on its 13F-HR filing for the period ending 2020-12-31 (Q4 2020). The position has appeared on 22 reported quarters within Pactolio's tracked window.

What was Venator Management LLC's most recent quarter-over-quarter share-count change in GOOG?

Between Q4 2025 and Q1 2026, Venator Management LLC reduced its GOOG position by 800 shares (-0.4%), leaving 224,640 shares at a market value of $64.4M.

Does the implied price-per-share represent Venator Management LLC's cost basis in GOOG?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.