本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Soditic Asset Management LLP (CIK 1852688) reported $98.4M across 12 reported positions in its SEC 13F filing for 2024-09-30. Largest positions: FISV ($18.9M, 19.17%), MSFT ($18.0M, 18.35%), BRK/A ($15.2M, 15.46%), BIO ($10.6M, 10.79%), HII ($6.7M, 6.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FISV | FISERV INC | $18.9M | 19.17% | 104,961 | Hold |
| 2 | MSFT | Microsoft Corp | $18.0M | 18.35% | 41,936 | Hold |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $15.2M | 15.46% | 22 | Hold |
| 4 | BIO | BIO RAD LABS INC | $10.6M | 10.79% | 31,727 | Hold |
| 5 | HII | HUNTINGTON INGALLS INDS INC | $6.7M | 6.85% | 25,467 | Hold |
| 6 | GOOGL | ALPHABET INC | $6.6M | 6.67% | 39,579 | Hold |
| 7 | LEN | LENNAR CORP | $5.5M | 5.58% | 29,290 | Added |
| 8 | DHI | D R HORTON INC | $5.1M | 5.14% | 26,490 | Hold |
| 9 | RSG | REPUBLIC SVCS INC | $4.3M | 4.40% | 21,524 | Hold |
| 10 | BAX | BAXTER INTL INC | $3.5M | 3.57% | 92,450 | Hold |
| 11 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.4M | 2.49% | 5,315 | Hold |
| 12 | BUD | ANHEUSER BUSCH INBEV SA/NV | $1.5M | 1.54% | 22,802 | Hold |
来源：SEC 13F 申报文件 · 截至 2024-09-30