WEYBOSSET RESEARCH & MANAGEMENT LLC: 13F holdings
CIK 12806042026Q2
| Positions | 32 |
|---|
| Reported value | $380.9m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 32 (-1 vs prior quarter) |
|---|
| Reported value | $380.9m (+9.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| KEYS KEYSIGHT TECHNOLOGIES INC | 98,639 | $34.5m | 9.1% |
| FTAI FTAI AVIATION LTD | 120,801 | $32.7m | 8.6% |
| DE DEERE & CO | 46,041 | $29.2m | 7.7% |
| CMI CUMMINS INC | 37,150 | $26.5m | 7.0% |
| AGM FEDERAL AGRIC MTG CORP | 104,203 | $20.8m | 5.5% |
| TJX TJX COS INC NEW | 133,621 | $20.2m | 5.3% |
| GOOGL ALPHABET INC | 55,288 | $19.8m | 5.2% |
| CPRT COPART INC | 644,244 | $18.2m | 4.8% |
| CSCO CISCO SYS INC | 149,882 | $17.6m | 4.6% |
| GD GENERAL DYNAMICS CORP | 41,964 | $14.9m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1280604")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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