Chapman Investment Management, LLC holds a focused book of 26 reported positions worth $121.2M as of Q1 2026 (disclosed May 4, 2026, a ~34-day 13F lag). This quarter they opened Salesforce Inc and trimmed Costco Wholesale Corp. Their largest long position is Costco Wholesale Corp at 12% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Chapman Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| GLP Holdings LLLP | 2 / 26 | $107.1M |
| Power Alpha Investment Ltd | 2 / 26 | $941.0M |
| Pangea Capital Gestao de Recursos Ltda. | 3 / 26 | $127.3M |
| Ramsey Quantitative Systems | 4 / 26 | $95.3M |
| Hoffman, Alan N Investment Management | 5 / 26 | $139.4M |
| I.G.Y. Ltd | 2 / 26 | $196.5M |
| 9823 Capital, L.P. | 4 / 26 | $113.6M |
| Emerald Advisors, LLC | 13 / 26 | $610.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Chapman Investment Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Costco Wholesale Corporation COM | $14.4M | 14.5K | 11.9% | ▼−0.3% Reduced · −50 sh | |
| 2 | Microsoft Corp COM | $11.1M | 30.0K | 9.2% | ▲+0.6% Added · +177 sh | |
| 3 | Mastercard Incorporated CL A | $10.4M | 20.8K | 8.6% | ▼−0.4% Reduced · −77 sh | |
| 4 | Amazon Com Inc COM | $10.0M | 47.8K | 8.2% | ▼−0.7% Reduced · −316 sh | |
| 5 | Markel Group Inc COM | $9.1M | 4.8K | 7.5% | ▼−0.5% Reduced · −24 sh | |
| 6 | Visa Inc COM CL A | $8.7M | 28.8K | 7.2% | ▼−0.4% Reduced · −127 sh | |
| 7 | Apple Inc COM | $7.7M | 30.3K | 6.4% | ▲+15% Added · +4K sh | |
| 8 | Mercadolibre Inc COM | $6.9M | 4.0K | 5.7% | ▼−0.6% Reduced · −23 sh | |
| 9 | American Express Co COM | $6.5M | 21.6K | 5.4% | ▲+0.6% Added · +138 sh | |
| 10 | Waste Mgmt Inc Del COM | $6.5M | 28.3K | 5.4% | ▲+0.8% Added · +226 sh | |
| 11 | Cintas Corp COM | $4.7M | 27.9K | 3.9% | ▲+1.4% Added · +372 sh | |
| 12 | S&P Global Inc COM | $3.9M | 9.1K | 3.2% | ▲+14% Added · +1K sh | |
| 13 | Eli Lilly & Co COM | $3.2M | 3.5K | 2.6% | ▼−1.0% Reduced · −34 sh | |
| 14 | Accenture PLC Ireland SHS CLASS A | $3.0M | 15.2K | 2.5% | ▲+6.0% Added · +867 sh | |
| 15 | Expeditors Intl Wash Inc COM | $2.8M | 19.9K | 2.4% | ▼−1.1% Reduced · −227 sh | |
| 16 | JPMorgan Chase & Co COM | $2.8M | 9.5K | 2.3% | —Held | |
| 17 | Uber Technologies Inc COM | $1.9M | 27.0K | 1.6% | ▼−19% Reduced · −6K sh | |
| 18 | Intuitive Surgical Inc COM NEW | $1.7M | 3.7K | 1.4% | ▲+5.5% Added · +197 sh | |
| 19 | State STR SPDR S&P 500 ETF T TR UNIT | $1.3M | 2.0K | 1.1% | —Held | |
| 20 | Salesforce Inc COM | $981K | 5.3K | 0.8% | ▲New New position | |
| 21 | Disney Walt Co COM | $838K | 8.7K | 0.7% | ▼−34% Reduced · −5K sh | |
| 22 | Starbucks Corp COM | $770K | 8.6K | 0.6% | —Held | |
| 23 | Oreilly Automotive Inc COM | $731K | 7.9K | 0.6% | —Held | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $522K | 1.1K | 0.4% | —Held | |
| 25 | Chevron Corporation COM | $356K | 1.7K | 0.3% | —Held | |
| 26 | White MTNS Ins Group Ltd COM | $314K | 143 | 0.3% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1751006/holdings"
Use Arkolith to show Chapman Investment Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 27 | $121.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 34d | 26 | $121.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 35d | 27 | $136.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 36d | 29 | $140.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 36d | 29 | $143.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 31d | 28 | $133.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 31d | 29 | $134.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 28d | 31 | $136.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.