Intrinsic Value Partners, LLC

**Intrinsic Value Partners, LLC** is a concentrated, fundamental equity manager overseeing $133M across 69 positions. The firm exhibits a deep value orientation, with significant allocations to established market leaders, notably holding $15.4M in BRK/B and $15.1M in GOOG. Further top holdings include $8.1M in GOOGL and $6.3M in TSM, indicating a focus on resilient, high-quality industrial and technology names. This portfolio structure suggests a conviction-driven approach targeting durable, undervalued corporate assets.

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