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Eldred Rock Partners, LLC

Q2 2026 13F Holdings

  • Location
    san antonio, TX
  • Num holdings

    29

  • Value ($000)

    $465,101

  • Date Filed
    07/08/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

LAM RESEARCH CORP

COM NEW
512807306
$30.88M
7 %

71,251

---

ASML HLDG NV

N Y REGISTRY SHS
N07059210
$27.48M
6 %

13,812

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$26.55M
6 %

74,290

T
TSM

TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS
874039100
$26.22M
6 %

54,902

---

HUNT J B TRANS SVCS INC

COM
445658107
$24.58M
5 %

84,910

I
ICLR

ICON PUB LTD CO

SHS
G4705A100
$23.32M
5 %

134,248

---

TEXAS INSTRS INC

COM
882508104
$19.64M
4 %

65,899

D
DE

DEERE & CO

COM
244199105
$19.4M
4 %

30,586

C
CMI

CUMMINS INC

COM
231021106
$19.1M
4 %

26,782

P
POOL

POOL CORP

COM
73278L105
$19.03M
4 %

88,552

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