Weybosset Research & Management LLC

Weybosset Research & Management LLC reported 32 holdings worth US$347M as of Sep 30, 2026 (Form 13F)

As of Sep 30, 2026 · Filed Oct 16, 2026

Weybosset Research & Management LLC reported 32 holdings worth US$347M as of Sep 30, 2026. Largest: Keysight Technologies Inc., Deere & Company and Federal Agricultural Mortgage Corporation. Filed Oct 16, 2026 (Form 13F).

Holdings
32
Value as reported
US$347M

The filing in full

CompanySharesValue as reported% of portfolio
Keysight Technologies Inc.94,894US$34.5M9.9%
Deere & Company45,057US$30.3M8.7%
Federal Agricultural Mortgage Corporation102KUS$21.2M6.1%
Ftai Aviation Ltd.120KUS$20.1M5.8%
Cummins Inc.36,777US$19M5.5%
Alphabet Inc (google) Class C54,420US$18.7M5.4%
Tjx Companies, Inc. (the)132KUS$17.4M5.0%
Copart, Inc.596KUS$16.2M4.7%
Cisco Systems, Inc.147KUS$15.8M4.6%
General Dynamics Corporation41,379US$13.7M4.0%
Williams Companies, Inc. (the)198KUS$13.4M3.9%
Johnson & Johnson49,886US$13.2M3.8%
New York Times Company (the)204KUS$13M3.7%
Labcorp Holdings Inc.39,653US$12.2M3.5%
Berkshire Hathaway Inc.24,402US$12.2M3.5%
A2z Cust2mate Solutions Corp.1.99MUS$11.4M3.3%
Amazon.com, Inc.45,479US$11.3M3.3%
Bank Ozk240KUS$11M3.2%
Canadian National Railway Company87,095US$10.4M3.0%
Eagle Materials Inc37,698US$6.45M1.9%
C.h. Robinson Worldwide, Inc.30,712US$4.54M1.3%
Expeditors International Of Washington, Inc.22,773US$4.2M1.2%
Ingredion Incorporated19,850US$1.9M0.55%
Jack Henry & Associates, Inc.7,288US$1.04M0.30%
Apple Inc1,454US$484K0.14%
State Street SPDR S&P 500 ETF603US$460K0.13%
Interdigital, Inc.1,005US$328K0.09%
Tesla, Inc.785US$279K0.08%
Biohaven Ltd.20,000US$267K0.08%
Nrg Energy, Inc.2,335US$223K0.06%
Intuitive Surgical, Inc.0US$00.00%

Source

Download original · View original at SEC

Related