Asset Value Investors Ltd

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed March 3, 2025), Asset Value Investors Ltd reported 5 stock positions worth $223.2 million. Its top holding was News Class A (NWSA) at 54.8% of the portfolio, followed by Fomento Economico Mex-SP ADR (FMX, 19.2%) and People (PPLI, 17.9%).

Most Recent 13F
Q1 2026
Location
LONDON, X0
CIK
0001870300
Portfolio Value
$223.2M (Q4 2024)
SEC Filing
0001870300-25-000004 ↗ filed Mar 3, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $223.2M $223.2M Q4 2024 Q1 2025: $172.2M Q1 2025 Q2 2025: $136.2M Q2 2025 Q3 2025: $137.6M Q3 2025 Q4 2025: $117.1M Q4 2025 Q1 2026: $99.6M Q1 2026

Holdings 5 stocks · $223.2M
NWSA News Corp. Class A 54.83% 4,444,100 $122.4M —
FMX Fomento Economico Mex-SP ADR 19.17% 500,565 $42.8M —
PPLI People Inc. filed as IAC INC 17.86% 924,250 $39.9M —
NLOP Net Lease Office Property 7.71% 551,096 $17.2M —
NNI Nelnet Inc. Class A 0.43% 9,080 $970K —

Portfolio Sells Q4 2024

No earlier filing to compare with.

Portfolio Buys Q4 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 2$99.6MNWSA, NNI
Q4 2025 3$117.1MNWSA, NLOP, NNI
Q3 2025 3$137.6MNWSA, NLOP, NNI
Q2 2025 3$136.2MNWSA, NLOP, NNI
Q1 2025 4$172.2MNWSA, PPLI, NLOP, NNI
Q4 2024 5$223.2MNWSA, FMX, PPLI, NLOP, NNI