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
TSM
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
$25.51 M
6 %

91,061

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$24.89 M
6 %

102,399

---

LAM RESEARCH CORP

COM NEW
$24.36 M
6 %

181,603

BN
BN

BROOKFIELD CORP

CL A LTD VT SH
$21.74 M
5 %

317,056

VNT
VNT

VONTIER CORPORATION

COM
$19.94 M
5 %

475,114

---

ASML HOLDING N V

N Y REGISTRY SHS
$18.22 M
5 %

18,823

CMI
CMI

CUMMINS INC

COM
$16.40 M
4 %

38,817

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$15.89 M
4 %

31,616

BNS
BNS

BANK NOVA SCOTIA HALIFAX

COM
$14.93 M
4 %

231,004

EMR
EMR

EMERSON ELEC CO

COM
$14.09 M
4 %

107,396

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