Eldred Rock Partners, LLC
Eldred Rock Partners, LLC reported 29 positions worth $465.1M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: LRCX (6.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | LRCX | SH | $30.9M | 6.64% | 71,251 | — | — | |
| ▸ 2 | ASML | SH | $27.5M | 5.91% | 13,812 | — | — | |
| ▸ 3 | GOOGL | SH | $26.5M | 5.71% | 74,290 | — | — | |
| ▸ 4 | TSM | SH | $26.2M | 5.64% | 54,902 | — | — | |
| ▸ 5 | JBHT | SH | $24.6M | 5.28% | 84,910 | — | — | |
| ▸ 6 | ICLR | SH | $23.3M | 5.01% | 134,248 | — | — | |
| ▸ 7 | TXN | SH | $19.6M | 4.22% | 65,899 | — | — | |
| ▸ 8 | DE | SH | $19.4M | 4.17% | 30,586 | — | — | |
| ▸ 9 | CMI | SH | $19.1M | 4.11% | 26,782 | — | — | |
| ▸ 10 | POOL | SH | $19.0M | 4.09% | 88,552 | — | — |
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Frequently Asked Questions
What stocks does Eldred Rock Partners, LLC hold as of Q2 2026?
Eldred Rock Partners, LLC reported 29 positions worth $465.1M in its Q2 2026 13F filing. Largest positions: LRCX (6.6%), ASML (5.9%), GOOGL (5.7%), TSM (5.6%) and JBHT (5.3%).
What did Eldred Rock Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Eldred Rock Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.