Eldred Rock Partners, LLC: 13F holdings
CIK 19841802026Q2
| Positions | 29 |
|---|
| Reported value | $465.1m |
|---|
| Filed | 2026-07-08 |
|---|
Change since last quarter
| Positions | 29 (-2 vs prior quarter) |
|---|
| Reported value | $465.1m (+18.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LRCX LAM RESEARCH CORP | 71,251 | $30.9m | 6.6% |
| ASML HLDG NV | 13,812 | $27.5m | 5.9% |
| GOOGL ALPHABET INC | 74,290 | $26.5m | 5.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 54,902 | $26.2m | 5.6% |
| JBHT HUNT J B TRANS SVCS INC | 84,910 | $24.6m | 5.3% |
| ICON PUB LTD CO | 134,248 | $23.3m | 5.0% |
| TXN TEXAS INSTRS INC | 65,899 | $19.6m | 4.2% |
| DE DEERE & CO | 30,586 | $19.4m | 4.2% |
| CMI CUMMINS INC | 26,782 | $19.1m | 4.1% |
| POOL POOL CORP | 88,552 | $19.0m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1984180")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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