Institutions / Eldred Rock Partners, LLC
Eldred Rock Partners, LLC
CIK 1984180 · Institution · as of Dec 31, 2025
Portfolio value
$385.46M
Positions
32
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 32 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $21.48M | 5.6% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $19.51M | 5.1% |
| Brookfield Corp | $19.44M | 5.0% |
| Asml Holding N V | $18.09M | 4.7% |
| Cummins Inc | $17.65M | 4.6% |
| Vontier Corp | $15.74M | 4.1% |
| Bank Nova Scotia Halifax | $15.30M | 4.0% |
| Hunt J B Transport Services Inc | $15.26M | 4.0% |
| Lam Research Corp | $15.00M | 3.9% |
| Warren E. Buffett | $14.16M | 3.7% |
| Capital One Financial Corp | $14.08M | 3.7% |
| Accenture plc | $13.89M | 3.6% |
| Deere & Co | $13.17M | 3.4% |
| Pepsico Inc | $12.85M | 3.3% |
| Emerson Electric Co | $12.70M | 3.3% |
| Shell PLC | $12.13M | 3.1% |
| Wells Fargo & COMPANY/MN | $11.78M | 3.1% |
| Phillips 66 | $11.62M | 3.0% |
| Merck & Co., Inc. | $11.31M | 2.9% |
| Novartis AG | $11.24M | 2.9% |
| Vail Resorts Inc | $10.71M | 2.8% |
| Texas Instruments Inc | $10.56M | 2.7% |
| ICON plc | $9.67M | 2.5% |
| Unilever PLC | $9.56M | 2.5% |
| Cal-Maine Foods Inc | $9.50M | 2.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.