Eldred Rock Partners, LLC - Q42025 Holdings

Eldred Rock Partners, LLC holds 32 stocks with a total portfolio value of $ 385.46M as of Q42025. In Q42025, Eldred Rock Partners, LLC added 3 new positions, increased stakes in 4 stocks, reduced 23 holdings, and fully exited 1 position. The largest holding is Alphabet Inc (GOOGL), representing 5.57% of the total portfolio.