Westhampton Capital, LLC
Westhampton Capital, LLC reported 131 positions worth $241.0M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: AAPL (9.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $23.6M | 9.78% | 81,437 | — | — | |
| ▸ 2 | LRCX | SH | $13.4M | 5.55% | 30,872 | — | — | |
| ▸ 3 | ETN | SH | $10.6M | 4.41% | 24,957 | — | — | |
| ▸ 4 | AVGO | SH | $10.3M | 4.27% | 27,225 | — | — | |
| ▸ 5 | CMI | SH | $9.7M | 4.03% | 13,607 | — | — | |
| ▸ 6 | NVDA | SH | $7.1M | 2.96% | 35,682 | — | — | |
| ▸ 7 | PH | SH | $6.7M | 2.76% | 6,799 | — | — | |
| ▸ 8 | PANW | SH | $6.2M | 2.55% | 18,051 | — | — | |
| ▸ 9 | WM | SH | $5.2M | 2.15% | 23,260 | — | — | |
| ▸ 10 | GOOGL | SH | $5.2M | 2.14% | 14,459 | — | — |
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Frequently Asked Questions
What stocks does Westhampton Capital, LLC hold as of Q2 2026?
Westhampton Capital, LLC reported 131 positions worth $241.0M in its Q2 2026 13F filing. Largest positions: AAPL (9.8%), LRCX (5.5%), ETN (4.4%), AVGO (4.3%) and CMI (4.0%).
What did Westhampton Capital, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Westhampton Capital, 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.