Arkolith/Funds/Eldred Rock Partners, LLC

Eldred Rock Partners, LLC

CIK 1984180
Holdings as of Jun 30, 2026·disclosed Jul 8, 2026·~8-day 13F lag·13F-HR
Active Filer

Eldred Rock Partners, LLC holds a diversified book of 29 stocks worth $465.1M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-day 13F lag). This quarter they trimmed ASML Holding NV-NY Reg SHS. Their largest long position is Lam Research Corp at 7% of the equity book.

Opened
0
bought for the first time
no new positions
Added to
19
already held, bought more
Trimmed
8
sold some, still holds it
Sold out
2
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
51%
Top 20 holdings
82%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
31%
Industrials
26%
Financials
14%
Health Care
13%
Energy
6%
Materials
5%
Consumer Staples
3%
Consumer Discretionary
3%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Eldred Rock Partners, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.31 / 29$477.8B
FMR LLC31 / 29$186.0B
JPMorgan Chase & Co31 / 29$123.8B
Morgan Stanley31 / 29$116.6B
Bank Of America Corp31 / 29$69.8B
Northern Trust Corp31 / 29$67.0B
Goldman Sachs Group Inc31 / 29$54.6B
Bank of New York Mellon Corp31 / 29$46.5B

Ranked by the share of each fund's own book sitting in the names it shares with Eldred Rock Partners, 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

29 positions
#SecurityValueShares% PortLast moveHistory
1Lam Research Corp
COM NEW
$30.9M71.3K
6.6%
+6.4%
Added · +4K sh
2ASML Hldg NV
N Y REGISTRY SHS
$27.5M13.8K
5.9%
−0.2%
Reduced · −23 sh
3Alphabet Inc
CAP STK CL A
$26.5M74.3K
5.7%
+6.6%
Added · +5K sh
4Taiwan Semiconductor Manufac
SPONSORED ADS
$26.2M54.9K
5.6%
−14%
Reduced · −9K sh
5Hunt J B Trans Svcs Inc
COM
$24.6M84.9K
5.3%
+6.5%
Added · +5K sh
6Icon Pub Ltd Co
SHS
$23.3M134.2K
5.0%
−0.2%
Reduced · −221 sh
7Texas Instrs Inc
COM
$19.6M65.9K
4.2%
+6.5%
Added · +4K sh
8Deere & Co
COM
$19.4M30.6K
4.2%
+6.5%
Added · +2K sh
9Cummins Inc
COM
$19.1M26.8K
4.1%
+6.5%
Added · +2K sh
10Pool Corp
COM
$19.0M88.6K
4.1%
+64%
Added · +35K sh
11Bank Nova Scotia B C
COM
$17.8M205.2K
3.8%
−0.2%
Reduced · −354 sh
12Phillips 66
COM
$16.5M97.8K
3.6%
+6.5%
Added · +6K sh
13Berkshire Hathaway Inc Del
CL B NEW
$15.3M30.7K
3.3%
+6.7%
Added · +2K sh
14Thermo Fisher Scientific Inc
COM
$15.3M30.4K
3.3%
+6.5%
Added · +2K sh
15Merck & Co Inc
COM
$15.0M116.4K
3.2%
+6.5%
Added · +7K sh
16Emerson Elec Co
COM
$14.8M103.6K
3.2%
+6.5%
Added · +6K sh
17Vontier Corporation
COM
$13.3M459.4K
2.9%
+6.5%
Added · +28K sh
18Pepsico Inc
COM
$13.1M97.0K
2.8%
+6.5%
Added · +6K sh
19Shell PLC
SPON ADS
$12.7M163.2K
2.7%
−0.2%
Reduced · −291 sh
20Novartis AG
SPONSORED ADR
$12.6M80.6K
2.7%
−0.2%
Reduced · −141 sh
21Capital One Finl Corp
COM
$12.6M62.9K
2.7%
+6.5%
Added · +4K sh
22Vail Resorts Inc
COM
$11.9M87.7K
2.6%
+7.2%
Added · +6K sh
23Wells Fargo & Co
COM
$11.3M136.2K
2.4%
+6.5%
Added · +8K sh
24Unilever PLC
SPON ADR NEW
$11.0M182.8K
2.4%
−0.2%
Reduced · −323 sh
25Cal Maine Foods Inc
COM NEW
$10.7M132.4K
2.3%
+6.8%
Added · +8K sh
26International Bancshares Cor
COM
$9.7M127.5K
2.1%
Held
27Novo-Nordisk A S
ADR
$7.8M163.7K
1.7%
−0.1%
Reduced · −189 sh
28Accenture PLC Ireland
SHS CLASS A
$7.0M56.1K
1.5%
+7.2%
Added · +4K sh
29Alphabet Inc
CAP STK CL C
$430K1.2K
0.1%
Held
Showing all 29 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 8, 202629$465.1M13F-HR
Q1 2026Mar 31, 2026Apr 8, 202631$392.9M13F-HR
Q4 2025Dec 31, 2025Jan 16, 202632$385.5M13F-HR
Q3 2025Sep 30, 2025Oct 21, 202530$401.0M13F-HR/A
Q2 2025Jun 30, 2025Jul 9, 202529$329.0M13F-HR
Q1 2025Mar 31, 2025Apr 9, 202529$327.5M13F-HR
Q4 2024Dec 31, 2024Jan 16, 202530$291.3M13F-HR
Amended / restated
  • Q3 2025 · filed Oct 16, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.