Eldred Rock Partners, LLC

Q2 2025 13F Holdings

  • Location
    san antonio, TX
  • Num holdings

    29

  • Value ($000)

    $329,007

  • Date Filed
    07/09/2025
  • Form type
    13F-HR
  • CIK
    0001984180
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
$19.58M
6 %

86,459

COF
COF

CAPITAL ONE FINL CORP

COM
$18.23M
6 %

85,664

BN
BN

BROOKFIELD CORP

CL A LTD VT SH
$17.51M
5 %

283,048

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$16.06M
5 %

91,127

---

LAM RESEARCH CORP

COM NEW
$15.76M
5 %

161,946

VNT
VNT

VONTIER CORPORATION

COM
$15.65M
5 %

423,991

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$13.71M
4 %

28,219

---

ASML HOLDING N V

N Y REGISTRY SHS
$13.52M
4 %

16,866

EMR
EMR

EMERSON ELEC CO

COM
$12.78M
4 %

95,873

---

TEXAS INSTRS INC

COM
$12.69M
4 %

61,135

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