Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Eldred Rock Partners, LLC (CIK 1984180) reported $392.9M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($21.5M, 5.47%), GOOGL ($20.0M, 5.10%), ASML ($18.3M, 4.65%), JBHT ($16.9M, 4.30%), PSX ($16.7M, 4.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.5M | 5.47% | 63,631 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $20.0M | 5.10% | 69,693 | Added |
| 3 | ASML | ASML HLDG NV | $18.3M | 4.65% | 13,835 | Trimmed |
| 4 | JBHT | HUNT J B TRANS SVCS INC | $16.9M | 4.30% | 79,743 | Added |
| 5 | PSX | PHILLIPS 66 | $16.7M | 4.26% | 91,834 | Added |
| 6 | DE | DEERE & CO | $16.2M | 4.12% | 28,720 | Added |
| 7 | VNT | VONTIER CORPORATION | $15.3M | 3.89% | 431,274 | Added |
| 8 | SHEL | SHELL PLC | $15.2M | 3.87% | 163,522 | Trimmed |
| 9 | ICLR | ICON PLC | $14.9M | 3.79% | 134,469 | Added |
| 10 | LRCX | LAM RESEARCH CORP | $14.3M | 3.64% | 66,962 | Trimmed |
| 11 | BNS | BANK NOVA SCOTIA B C | $14.2M | 3.63% | 205,596 | Trimmed |
| 12 | PEP | PEPSICO INC | $14.1M | 3.60% | 91,061 | Added |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | $14.0M | 3.57% | 28,566 | New |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.8M | 3.50% | 28,737 | Added |
| 15 | CMI | CUMMINS INC | $13.5M | 3.44% | 25,155 | Trimmed |
| 16 | MRK | MERCK & CO INC | $13.1M | 3.34% | 109,252 | Added |
| 17 | EMR | EMERSON ELEC CO | $12.7M | 3.24% | 97,196 | Added |
| 18 | NVS | NOVARTIS AG | $12.3M | 3.14% | 80,768 | Trimmed |
| 19 | TXN | TEXAS INSTRS INC | $12.0M | 3.06% | 61,890 | Added |
| 20 | POOL | POOL CORP | $10.9M | 2.78% | 54,028 | Added |
| 21 | COF | CAPITAL ONE FINL CORP | $10.8M | 2.74% | 59,070 | Added |
| 22 | MTN | VAIL RESORTS INC | $10.5M | 2.67% | 81,787 | Added |
| 23 | UL | UNILEVER PLC | $10.4M | 2.66% | 183,151 | Added |
| 24 | ACN | ACCENTURE PLC IRELAND | $10.4M | 2.64% | 52,328 | Added |
| 25 | ABEV | AMBEV SA | $10.3M | 2.62% | 3.5M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31