Ravenstone Capital Management Inc.: 13F holdings
CIK 20860412026Q2
| Positions | 54 |
|---|
| Reported value | $244.4m |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 54 (-1 vs prior quarter) |
|---|
| Reported value | $244.4m (+22.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| V VISA INC | 51,468 | $17.7m | 7.2% |
| APH AMPHENOL CORP | 96,109 | $16.9m | 6.9% |
| GOOG ALPHABET INC | 47,451 | $16.8m | 6.9% |
| RY ROYAL BK CDA | 76,182 | $15.7m | 6.4% |
| FTNT FORTINET INC | 101,116 | $15.5m | 6.4% |
| MSFT MICROSOFT CORP | 37,943 | $14.2m | 5.8% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 24,353 | $12.2m | 5.0% |
| BN BROOKFIELD CORP | 280,004 | $11.9m | 4.9% |
| TMO THERMO FISHER SCIENTIFIC INC | 23,658 | $11.9m | 4.9% |
| FAST FASTENAL CO | 244,335 | $11.7m | 4.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2086041")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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