2 tracked 13F filers disclose a position in ERFSF as of the latest SEC 13F filings, a combined $224.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GARDNER RUSSO & QUINN LLC | $223.6M | 3.1M | ▲New +3.1M sh | Q1 2026 | |
| 2 | LOUNTZIS ASSET MANAGEMENT, LLC | $582K | 7K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in ERFSF, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| BERKSHIRE HATHAWAY INC-CL ABRK/A | 1 funds | $1.0B |
| ALPHABET INC-CL CGOOG | 1 funds | $961.1M |
| MASTERCARD INC - AMA | 1 funds | $777.0M |
| PHILIP MORRIS INTERNATIONALPM | 1 funds | $761.4M |
| HEINEKEN HOLDING NVHKHHF | 1 funds | $643.4M |
| CIE FINANCIERE RICHEMO-A REGCFRHF | 1 funds | $594.4M |
| NESTLE SA-SPONS ADRNSRGY | 1 funds | $543.2M |
| NETFLIX INCNFLX | 1 funds | $539.5M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 1 funds | $532.1M |
| MARTIN MARIETTA MATERIALSMLM | 1 funds | $421.1M |
| SUNBELT RENTALS HOLDINGS INCSUNB | 1 funds | $393.7M |
| UBER TECHNOLOGIES INCUBER | 1 funds | $372.1M |
Ranked by how many of ERFSF's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for ERFSF
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ERFSF/capital-change-brief"
Use Arkolith's capital_change_brief for ERFSF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ERFSF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.