Eldred Rock Partners, LLC

Q4 2025 13F Holdings

  • Location
    san antonio, TX
  • Num holdings

    32

  • Value ($000)

    $385,458

  • Date Filed
    01/16/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GOOGL

ALPHABET INC

CAP STK CL A
$21.48M
6 %

68,638

T
TSM

TAIWAN SEMICONDUCTOR MFG LTD

SPONSORED ADS
$19.51M
5 %

64,203

B
BN

BROOKFIELD CORP

CL A LTD VT SH
$19.44M
5 %

423,659

---

ASML HOLDING N V

N Y REGISTRY SHS
$18.09M
5 %

16,913

C
CMI

CUMMINS INC

COM
$17.65M
5 %

34,571

V
VNT

VONTIER CORPORATION

COM
$15.74M
4 %

423,435

B
BNS

BANK NOVA SCOTIA HALIFAX

COM
$15.3M
4 %

207,561

---

HUNT J B TRANS SVCS INC

COM
$15.26M
4 %

78,531

---

LAM RESEARCH CORP

COM NEW
$15M
4 %

87,617

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$14.16M
4 %

28,171

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