Eldred Rock Partners, LLC
CIK 1984180 · Holdings on Dec 31, 2023 · First reported Jan 11, 2024
Top ten holdings
Q4 2023- LRCX8.38%
- GOOGL7.05%
- PSX6.63%
- MRK6.50%
- BN6.29%
- KMX6.24%
- ACN6.07%
- BRK.B5.54%
- DFS5.20%
- EMR5.14%
Share classes counted separately63.04%
Portfolio value by quarter
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | LRCXLAM RESEARCH CORP View history and evidence | $13.16M | 8.38% | 16.80K shares | Prior unavailable — | — | ↗▾ |
| 02 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $11.07M | 7.05% | 79.22K shares | Prior unavailable — | — | ↗▾ |
| 03 | PSXPHILLIPS 66 View history and evidence | $10.40M | 6.63% | 78.13K shares | Prior unavailable — | — | ↗▾ |
| 04 | MRKMERCK & CO. INC. View history and evidence | $10.20M | 6.50% | 93.55K shares | Prior unavailable — | — | ↗▾ |
| 05 | BNBROOKFIELD CORPCL A LTD VT SH View history and evidence | $9.87M | 6.29% | 245.95K shares | Prior unavailable — | — | ↗▾ |
| 06 | KMXCARMAX INC View history and evidence | $9.79M | 6.24% | 127.62K shares | Prior unavailable — | — | ↗▾ |
| 07 | ACNACCENTURE PLC-CL ASHS CLASS A View history and evidence | $9.53M | 6.07% | 27.17K shares | Prior unavailable — | — | ↗▾ |
| 08 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $8.69M | 5.54% | 24.38K shares | Prior unavailable — | — | ↗▾ |
| 09 | DFSDISCOVER FINANCIAL SERVICES View history and evidence | $8.17M | 5.20% | 72.69K shares | Prior unavailable — | — | ↗▾ |
| 10 | EMREMERSON ELECTRIC CO View history and evidence | $8.07M | 5.14% | 82.93K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1984180 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 11, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 156989676
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.