Westhampton Capital, LLC: 13F holdings
CIK 16399972026Q2
| Positions | 131 |
|---|---|
| Reported value | $241.0m |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INC | 81,437 | $23.6m | 9.8% |
| LRCX LAM RESEARCH CORP | 30,872 | $13.4m | 5.5% |
| EATON CORP PLC | 24,957 | $10.6m | 4.4% |
| AVGO BROADCOM INC | 27,225 | $10.3m | 4.3% |
| CMI CUMMINS INC | 13,607 | $9.7m | 4.0% |
| NVDA NVIDIA CORPORATION | 35,682 | $7.1m | 3.0% |
| PH PARKER-HANNIFIN CORP | 6,799 | $6.7m | 2.8% |
| PANW PALO ALTO NETWORKS INC | 18,051 | $6.2m | 2.6% |
| WM WASTE MGMT INC DEL | 23,260 | $5.2m | 2.2% |
| GOOGL ALPHABET INC | 14,459 | $5.2m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1639997")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.