Elgethun Capital Management - Q22026 Holdings

Elgethun Capital Management holds 174 stocks with a total portfolio value of $ 717.83M as of Q22026. In Q22026, Elgethun Capital Management added 9 new positions, increased stakes in 118 stocks, reduced 23 holdings, and fully exited 1 position. The largest holding is Eli Lilly & Co (LLY), representing 10.11% of the total portfolio.