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.
WEYBOSSET RESEARCH & MANAGEMENT LLC (CIK 1280604) reported $380.9M across 32 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: KEYS ($34.5M, 9.06%), FTAI ($32.7M, 8.58%), DE ($29.2M, 7.67%), CMI ($26.5M, 6.96%), AGM ($20.8M, 5.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KEYS | KEYSIGHT TECHNOLOGIES INC | $34.5M | 9.06% | 98,639 | Trimmed |
| 2 | FTAI | FTAI AVIATION LTD | $32.7M | 8.58% | 120,801 | Added |
| 3 | DE | DEERE & CO | $29.2M | 7.67% | 46,041 | Trimmed |
| 4 | CMI | CUMMINS INC | $26.5M | 6.96% | 37,150 | Trimmed |
| 5 | AGM | FEDERAL AGRIC MTG CORP | $20.8M | 5.45% | 104,203 | Added |
| 6 | TJX | TJX COS INC NEW | $20.2M | 5.31% | 133,621 | Trimmed |
| 7 | GOOGL | ALPHABET INC | $19.8M | 5.19% | 55,288 | Trimmed |
| 8 | CPRT | COPART INC | $18.2M | 4.77% | 644,244 | Added |
| 9 | CSCO | CISCO SYS INC | $17.6M | 4.62% | 149,882 | Trimmed |
| 10 | WMB | WILLIAMS COS INC | $14.8M | 3.90% | 199,712 | Trimmed |
| 11 | GD | GENERAL DYNAMICS CORP | $14.9M | 3.90% | 41,964 | Added |
| 12 | NYT | NEW YORK TIMES CO MTN BE | $14.4M | 3.79% | 206,200 | Trimmed |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $13.1M | 3.45% | 26,252 | Trimmed |
| 14 | JNJ | JOHNSON & JOHNSON | $12.9M | 3.39% | 50,844 | Trimmed |
| 15 | OZK | BANK OZK LITTLE ROCK ARK | $12.6M | 3.31% | 242,266 | Added |
| 16 | CB | CHUBB LIMITED | $11.5M | 3.02% | 33,775 | Added |
| 17 | LH | LABCORP HOLDINGS INC | $11.0M | 2.90% | 39,439 | Added |
| 18 | AMZN | AMAZON COM INC | $10.8M | 2.83% | 45,202 | Added |
| 19 | AZ | A2Z CUST2MATE SOLUTIONS CORP | $10.7M | 2.80% | 1.8M | Added |
| 20 | CNI | CANADIAN NATL RY CO | $10.5M | 2.75% | 87,922 | Added |
| 21 | EXP | EAGLE MATLS INC | $9.1M | 2.38% | 40,238 | Trimmed |
| 22 | CHRW | C H ROBINSON WORLDWIDE IN | $5.8M | 1.51% | 30,621 | Trimmed |
| 23 | EXPD | EXPEDITORS INTL WASH INC | $3.7M | 0.97% | 22,777 | Added |
| 24 | INGR | INGREDION INC | $1.9M | 0.49% | 19,850 | Hold |
| 25 | JKHY | HENRY JACK & ASSOC INC | $1.4M | 0.36% | 9,838 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30