Eldred Rock Partners, LLC

Q3 2025 13F Holdings

  • Location
    san antonio, TX
  • Num holdings

    30

  • Value ($000)

    $400,953

  • Date Filed
    10/21/2025
  • Form type
    restatement
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
874039100
$25.51M
6 %

91,061

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$24.89M
6 %

102,399

---

LAM RESEARCH CORP

COM NEW
512807306
$24.36M
6 %

181,603

B
BN

BROOKFIELD CORP

CL A LTD VT SH
11271J107
$21.74M
5 %

317,056

V
VNT

VONTIER CORPORATION

COM
928881101
$19.94M
5 %

475,114

---

ASML HOLDING N V

N Y REGISTRY SHS
N07059210
$18.22M
5 %

18,823

C
CMI

CUMMINS INC

COM
231021106
$16.40M
4 %

38,817

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$15.89M
4 %

31,616

B
BNS

BANK NOVA SCOTIA HALIFAX

COM
064149107
$14.93M
4 %

231,004

E
EMR

EMERSON ELEC CO

COM
291011104
$14.09M
4 %

107,396

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