Holdings
Eldred Rock Partners, LLC
As of Sep 30, 2026, Eldred Rock Partners, LLC reported 26 positions worth US$417M. Largest: Alphabet Inc (google) Class C, Asml Holding Nv and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 76,168 | US$26.2M | +674 | Sep 30, 2026 |
| Asml Holding Nv | 13,973 | US$25.3M | +161 | Sep 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 55,321 | US$25.2M | +419 | Sep 30, 2026 |
| Phillips 66 | 98,647 | US$25.2M | +810 | Sep 30, 2026 |
| Lam Research Corporation | 71,685 | US$23.5M | +434 | Sep 30, 2026 |
| Deere & Company | 30,854 | US$20.7M | +268 | Sep 30, 2026 |
| Thermo Fisher Scientific Inc | 30,676 | US$20.7M | +256 | Sep 30, 2026 |
| J.b. Hunt Transport Services, Inc. | 85,567 | US$19.2M | +657 | Sep 30, 2026 |
| Bank Of Nova Scotia | 207K | US$18.8M | +1,601 | Sep 30, 2026 |
| Texas Instruments Incorporated | 66,326 | US$18.6M | +427 | Sep 30, 2026 |