Eldred Rock Partners, LLC - Q22026 Holdings

Eldred Rock Partners, LLC holds 29 stocks with a total portfolio value of $ 465.1M as of Q22026. In Q22026, Eldred Rock Partners, LLC added 0 new positions, increased stakes in 19 stocks, reduced 8 holdings, and fully exited 2 positions. The largest holding is Lam Research Corp (LRCX), representing 6.64% of the total portfolio.