Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s HF Sinclair DINO Stock Holding History

Kovitz Investment Group Partners’s Portfolio DINO Stock Details DINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-244,411
Closed -$12.8M – 660
2025
Q3 		$12.8M Sell
244,411
-1,303
-0.5% -$61.8K 0.05% 285
2025
Q2 		$10.1M Buy
245,714
+4,160
+2% +$143K 0.04% 306
2025
Q1 		$7.94M Buy
241,554
+5,499
+2% +$193K 0.04% 313
2024
Q4 		$8.27M Buy
236,055
+71,280
+43% +$2.92M 0.04% 306
2024
Q3 		$7.21M Buy
164,775
+6,304
+4% +$301K 0.05% 285
2024
Q2 		$8.45M Sell
158,471
-2,286
-1% -$129K 0.07% 203
2024
Q1 		$9.7M Sell
160,757
-2,583
-2% -$147K 0.12% 120
2023
Q4 		$9.08M Sell
163,340
-2,947
-2% -$161K 0.15% 77
2023
Q3 		$9.47M Sell
166,287
-2,791
-2% -$152K 0.17% 63
2023
Q2 		$7.54M Buy
169,078
+1,884
+1% +$82.1K 0.11% 95
2023
Q1 		$8.09M Buy
167,194
+1,463
+0.9% +$76K 0.14% 93
2022
Q4 		$8.6M Buy
165,731
+50
+0% +$2.88K 0.17% 84
2022
Q3 		$8.92M Buy
165,681
+70
+0% +$3.46K 0.21% 71
2022
Q2 		$7.48M Buy
165,611
+643
+0.4% +$28.8K 0.17% 93
2022
Q1 		$6.57M Buy
164,968
+67,346
+69% +$2.37M 0.13% 124
2021
Q4 		$2.52M Sell
97,622
-61,667
-39% -$2.08M 0.06% 195
2021
Q3 		$5.28M Sell
159,289
-2,523
-2% -$76.7K 0.11% 141
2021
Q2 		$5.32M Buy
161,812
+61,443
+61% +$2.14M 0.1% 146
2021
Q1 		$3.59M Buy
100,369
+2,747
+3% +$91.8K 0.08% 161
2020
Q4 		$2.52M Sell
97,622
-3,223
-3% -$73K 0.06% 189
2020
Q3 		$1.99M Sell
100,845
-903
-0.9% -$22.5K 0.06% 195
2020
Q2 		$2.97M Sell
101,748
-3,898
-4% -$116K 0.09% 148
2020
Q1 		$2.59M Buy
105,646
+15,752
+18% +$588K 0.09% 148
2019
Q4 		$4.56M Buy
89,894
+2,053
+2% +$109K 0.13% 113
2019
Q3 		$4.71M Sell
87,841
-1,099
-1% -$53.3K 0.15% 105
2019
Q2 		$4.12M Sell
88,940
-123
-0.1% -$5.5K 0.13% 122
2019
Q1 		$4.39M Buy
89,063
+567
+0.6% +$30.2K 0.14% 112
2018
Q4 		$4.52M Buy
+88,496
New +$5.42M 0.18% 90

Other funds holding DINO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TH
TCTC Holdings Dallas, Texas $3.81B AUM 32.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners's DINO Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of HF Sinclair (DINO) in Q4 2025, closing a stake of 244,411 shares — an estimated $12.8M sold.

Kovitz Investment Group Partners first reported a position in DINO in Q4 2018 and held it in 28 quarters. The position peaked at $12.8M in Q3 2025. 616 funds tracked by Wall St. Rank hold DINO as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining HF Sinclair position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 244,411 HF Sinclair shares in Q4 2025, an estimated $12.8M.
  • Kovitz Investment Group Partners first reported a position in HF Sinclair in Q4 2018 and held it in 28 quarters.
  • Kovitz Investment Group Partners's HF Sinclair position peaked at $12.8M in Q3 2025.
  • 616 funds tracked by Wall St. Rank held HF Sinclair as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.