Eldred Rock Partners, LLC - Q12026 Holdings

Eldred Rock Partners, LLC holds 31 stocks with a total portfolio value of $ 392.95M as of Q12026. In Q12026, Eldred Rock Partners, LLC added 1 new position, increased stakes in 18 stocks, reduced 10 holdings, and fully exited 2 positions. The largest holding is Taiwan Semiconductor Manufac (TSM), representing 5.47% of the total portfolio.