Eldred Rock Partners, LLC
    Stock Holdings

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    |

    13F Holdings

    $375.86 million

    $ Current Holdings

    22

    # Current Holdings

    0

    # Positions Opened

    14

    # Positions Increased

    2

    # Positions Closed

    Holdings $ value (long only)

    # of positions

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    Holding by sector

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    Jun 2026
    Mar 2026
    Dec 2025
    Sep 2025
    Jun 2025
    Mar 2025
    Dec 2024
    Sep 2024
    LRCXLam Research Corporation$30,875,19671,25171,25166,96287,617363,206161,946170,56900
    ASMLASML Holding N.V.$27,478,14513,81213,81213,83516,91337,64616,86616,829012,620
    GOOGAlphabet Inc.$26,979,37375,50875,50870,91169,856207,23492,34596,007088,388