Arkolith/Funds/Westport Asset Management Inc

Westport Asset Management Inc

CIK 811454
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Westport Asset Management Inc holds a focused book of 80 reported positions worth $244.9M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Honeywell International Inc and trimmed Everus Construction Group. Their largest long position is Synopsys Inc at 9% of the reported non-option book. Cloning the disclosed picks since 2024 would be +22% (+8.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
1
bought for the first time
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Added to
3
already held, bought more
Trimmed
1
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+21.6%
+8.7%/yr · since May '24
Their reported book
+15.4%
held from quarter-end
S&P 500
+49.6%
same window
$9K$11K$12K$14K$15KMay '24Oct '24Apr '25Oct '25Apr '26Sep '26
Westport Asset Management Inc (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 6.2 points over this window.

Growth of $10,000 cloning Westport Asset Management Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
50%
Top 20 holdings
72%

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

Where the money is, by sector

92% mapped to company sectors

Information Technology
30%
Financials
16%
Industrials
15%
Consumer Discretionary
11%
Health Care
6%
Communication Services
5%
No sector on file yet
5%
Materials
3%

+5 sectors below the cut, 9% 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.

Biggest moves: latest quarter

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

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Westport Asset Management Inc

Manager / fundShared namesTheir $ in those
J. Stern & Co. LLP9 / 80$428.6M
Stonehage Fleming Financial Services Holdings Ltd17 / 80$1.0B
Kenora Financial, LLC20 / 80$101.7M
M. Kraus & Co14 / 80$116.4M
Ithaka Group LLC9 / 80$157.0M
N10 Assets, LLC8 / 80$65.6M
Provident Investment Management, Inc.11 / 80$286.0M
Indivisible Partners36 / 80$483.3M

Ranked by the share of each fund's own book sitting in the names it shares with Westport Asset Management Inc: 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 position's share of the portfolio. Click a row for its position history.

80 positions
#SecurityValueShares% PortLast moveHistory
1Synopsys Inc
COM
$23.1M51.7K
9.4%
Held
2Willis Towers Watson PLC
COM
$18.1M69.2K
7.4%
Held
3Covista Inc
COM
$15.7M125.8K
6.4%
Held
4MGIC Investment Corp
COM
$12.4M439.0K
5.1%
Held
5Universal Health Services Inc
COM
$9.7M65.1K
3.9%
Held
6IPG Photonics Corp
COM
$9.1M77.5K
3.7%
Held
7United Rentals Inc
COM
$9.1M8.0K
3.7%
Held
8Zebra Technologies Corp
COM
$9.0M34.3K
3.7%
Held
9Alphabet Inc
COM
$8.5M24.0K
3.5%
Held
10Lumentum Holdings Inc
COM
$8.2M9.5K
3.3%
Held
11Darden Restaurants Inc
COM
$7.2M35.0K
2.9%
Held
12iShares MSCI Emerging Markets
COM
$6.8M100.0K
2.8%
Held
13Oracle Corp
COM
$5.6M38.0K
2.3%
Held
14Coherent Inc
COM
$5.3M13.5K
2.2%
Held
15EOG Resources Inc
COM
$5.0M38.9K
2.1%
Held
16Radian Group Inc
COM
$4.9M130.4K
2.0%
Held
17Linde PLC
COM
$4.7M9.0K
1.9%
Held
18Uber Technologies Inc
COM
$4.5M62.6K
1.8%
Held
19Rockwell Automation Inc
COM
$4.5M9.0K
1.8%
Held
20Check Point Software Technolog
COM
$4.2M32.3K
1.7%
Held
21Carrier Global Corp
COM
$3.8M52.4K
1.6%
Held
22Timberland Bancorp Inc
COM
$3.6M80.9K
1.5%
Held
23Ross Stores Inc
COM
$3.6M17.0K
1.5%
Held
24PTC Inc
COM
$3.5M31.1K
1.4%
Held
25Rogers Corp
COM
$3.3M20.5K
1.4%
Held
26Akamai Technologies, Inc.
COM
$3.3M27.7K
1.3%
Held
27Ryman Hospitality Properties I
COM
$3.2M25.0K
1.3%
Held
28Republic Services Inc
COM
$3.2M15.0K
1.3%
Held
29International Business Machine
COM
$2.8M10.0K
1.1%
Held
30Union Pacific Corp
COM
$2.4M8.8K
1.0%
Held
31CACI International Inc
COM
$2.3M5.0K
0.9%
Held
32Vertiv Holdings Co.
COM
$2.0M6.0K
0.8%
Held
33Norfolk Southern Corp
COM
$1.9M6.0K
0.8%
Held
34Warner Bros. Discovery, Inc.
COM
$1.9M69.8K
0.8%
Held
35CVS Health Corp
COM
$1.8M17.8K
0.8%
Held
36Eagle Materials Inc
COM
$1.8M8.0K
0.7%
Held
37Texas Instruments Inc
COM
$1.8M6.0K
0.7%
Held
38Verisk Analytics Inc
COM
$1.5M8.5K
0.6%
Held
39AstraZeneca PLC
COM
$1.4M7.5K
0.6%
Held
40Gilead Sciences Inc
COM
$1.3M10.0K
0.5%
Held
41Vertex Pharmaceuticals Inc
COM
$1.2M2.5K
0.5%
Held
42S&P Global Inc
COM
$1.2M3.0K
0.5%
Held
43Charter Communications Inc
COM
$1.1M7.6K
0.4%
Held
44Zscaler Inc
COM
$1.1M7.5K
0.4%
+67%
Added · +3K sh
45Amazon.com Inc
COM
$887K3.7K
0.4%
Held
46Bio-Rad Laboratories Inc
COM
$881K3.0K
0.4%
Held
47Waters Corp
COM
$877K2.3K
0.4%
Held
48Electronic Arts Inc.
COM
$820K4.0K
0.3%
Held
49Raytheon Technologies Corp
COM
$783K4.1K
0.3%
Held
50MDU Resources Group Inc
COM
$742K35.0K
0.3%
Held
Showing 50 of 80 positions
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Filing history

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

$244.9M · Q2 2026Q1 2024 · $200.3MQ2 2026 · $244.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 202642d80$244.9M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d78$226.5M13F-HR
Q4 2025Dec 31, 2025Feb 4, 202635d75$239.7M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202543d75$239.8M13F-HR
Q2 2025Jun 30, 2025Aug 12, 202543d76$226.3M13F-HR
Q1 2025Mar 31, 2025May 14, 202544d74$206.2M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d74$209.0M13F-HR
Q3 2024Sep 30, 2024Nov 13, 202444d74$213.3M13F-HR
Q2 2024Jun 30, 2024Aug 12, 202443d75$199.8M13F-HR
Q1 2024Mar 31, 2024May 14, 202444d73$200.3M13F-HR

Data source

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. The performance line is a simulation of the disclosed long book, not an audited return.