Eldred Rock Partners
$393M 13F equity value
33 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 63,631 | $22M | 5.5% |
| GOOGL | ALPHABET INC | 69,693 | $20M | 5.1% |
| ASML | ASML HLDG NV | 13,835 | $18M | 4.7% |
| JBHT | HUNT J B TRANS SVCS INC | 79,743 | $17M | 4.3% |
| PSX | PHILLIPS 66 | 91,834 | $17M | 4.3% |
| DE | DEERE & CO | 28,720 | $16M | 4.1% |
| VNT | VONTIER CORPORATION | 431,274 | $15M | 3.9% |
| SHEL | SHELL PLC | 163,522 | $15M | 3.9% |
| ICLR | ICON PLC | 134,469 | $15M | 3.8% |
| LRCX | LAM RESEARCH CORP | 66,962 | $14M | 3.6% |
Track Eldred Rock Partners's 13F portfolio: $393M in reported holdings, 33 positions. Top holdings and quarterly changes on SentiSense.