Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

WEYBOSSET RESEARCH & MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

WEYBOSSET RESEARCH & MANAGEMENT LLC (CIK 1280604) reported $346.8M across 33 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FTAI ($29.4M, 8.49%), KEYS ($28.7M, 8.27%), DE ($26.1M, 7.53%), TJX ($21.6M, 6.22%), CPRT ($21.1M, 6.09%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1FTAIFTAI AVIATION LTD$29.4M8.49%120,182Trimmed
2KEYSKEYSIGHT TECHNOLOGIES INC$28.7M8.27%101,573Trimmed
3DEDEERE & CO$26.1M7.53%46,383Trimmed
4TJXTJX COS INC NEW$21.6M6.22%135,032Trimmed
5CPRTCOPART INC$21.1M6.09%636,508Added
6CMICUMMINS INC$20.4M5.89%37,935Trimmed
7NYTNEW YORK TIMES CO MTN BE$17.5M5.04%208,729Trimmed
8GOOGLALPHABET INC$16.1M4.63%55,846Trimmed
9AGMFEDERAL AGRIC MTG CORP$15.4M4.44%103,743Trimmed
10WMBWILLIAMS COS INC$14.5M4.19%199,736Trimmed
11GDGENERAL DYNAMICS CORP$14.4M4.14%41,874Trimmed
12BRK/BBERKSHIRE HATHAWAY INC DEL$13.0M3.74%27,065Trimmed
13JNJJOHNSON & JOHNSON$12.5M3.59%50,996Trimmed
14CSCOCISCO SYS INC$11.7M3.37%150,832Trimmed
15OZKBANK OZK LITTLE ROCK ARK$11.0M3.17%239,387Added
16CBCHUBB LTD SWITZ$10.9M3.16%33,576Added
17LHLABCORP HOLDINGS INC$10.3M2.98%38,757Added
18AZA2Z CUST2MATE SOLUTIONS CORP$10.3M2.97%1.5MAdded
19AMZNAMAZON COM INC$9.4M2.71%45,112Added
20CNICANADIAN NATL RY CO$8.9M2.56%86,467Added
21EXPEAGLE MATLS INC$8.4M2.42%44,344Added
22CHRWC H ROBINSON WORLDWIDE IN$5.1M1.48%30,851Trimmed
23EXPDEXPEDITORS INTL WASH INC$3.1M0.91%21,985Trimmed
24INGRINGREDION INC$2.2M0.64%19,850Hold
25JKHYHENRY JACK & ASSOC INC$1.6M0.45%9,838Hold

Source: SEC Form 13F filings · as of 2026-03-31