Eldred Rock Partners, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Eldred Rock Partners, LLC held in its portfolio 32 assets valued at $385,457,699 (i.e. $385.46M).

The most valuable assets in the portfolio included: ALPHABET INC ($21.48M), TAIWAN SEMICONDUCTOR MFG LTD ($19.51M), and BROOKFIELD CORP ($19.44M).

The chart below shows the top 10 valuable assets, and the table below shows the top 32 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Eldred Rock Partners, LLC Portfolio

ALPHABET INC

TAIWAN SEMICONDUCTOR MFG LTD

BROOKFIELD CORP

ASML HOLDING N V

CUMMINS INC

VONTIER CORPORATION

BANK NOVA SCOTIA HALIFAX

HUNT J B TRANS SVCS INC

LAM RESEARCH CORP

BERKSHIRE HATHAWAY INC DEL

Eldred Rock Partners, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ALPHABET INC	68638	21483694	CAP STK CL A
TAIWAN SEMICONDUCTOR MFG LTD	64203	19510650	SPONSORED ADS
BROOKFIELD CORP	423659	19442620	CL A LTD VT SH
ASML HOLDING N V	16913	18094542	N Y REGISTRY SHS
CUMMINS INC	34571	17646767	COM
VONTIER CORPORATION	423435	15743313	COM
BANK NOVA SCOTIA HALIFAX	207561	15295170	COM
HUNT J B TRANS SVCS INC	78531	15261715	COM
LAM RESEARCH CORP	87617	14998278	COM NEW
BERKSHIRE HATHAWAY INC DEL	28171	14160153	CL B NEW
CAPITAL ONE FINL CORP	58116	14084994	COM
ACCENTURE PLC IRELAND	51755	13885867	SHS CLASS A
DEERE & CO	28279	13165854	COM
PEPSICO INC	89501	12845184	COM
EMERSON ELEC CO	95701	12701437	COM
SHELL PLC	165047	12127654	SPON ADS
WELLS FARGO CO NEW	126402	11780666	COM
PHILLIPS 66	90041	11618891	COM
MERCK & CO INC	107416	11306608	COM
NOVARTIS AG	81549	11243161	SPONSORED ADR
VAIL RESORTS INC	80674	10713507	COM
TEXAS INSTRS INC	60879	10561898	COM
ICON PLC	53071	9670598	SHS
UNILEVER PLC	137405	9558210	SPON ADR NEW
CAL MAINE FOODS INC	119344	9496202	COM NEW
AMBEV SA	3560200	8793694	SPONSORED ADR
INTERNATIONAL BANCSHARES COR	127460	8468442	COM
NOVO-NORDISK A S	165290	8409955	ADR
DIAGEO PLC	73396	6331873	SPON ADR NEW
POOL CORP	27035	6184256	COM
MAGNUM ICE CREAM CO NV	30892	489638	ORD SHS
ALPHABET INC	1218	382208	CAP STK CL C