Roberts Foundation
- SEC CIK
- 0001595747
- Latest filing
- Aug 11, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 5, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 2
- 0 vs. Q1 2025
- Portfolio value
- $34.9M
- −$120.2M (−77.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PGProcter & Gamble Co | Stock | 211,380 | $33.7M | 96.5% | −20,092−8.7% | Reduced | History |
| BTSGBrightSpring Health Services, Inc. | COM | 51,364 | $1.21M | 3.5% | +51,364 | New | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.