Eldred Rock Partners, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 13, 2026, disclosing its equity holdings as of September 30, 2026. The report lists 29 distinct positions held by the firm.
The largest position disclosed in the filing is Vontier Corporation, for which Eldred Rock reported holding 441,283 shares. Other significant positions include Taiwan Semiconductor Manufacturing Company Sponsored ADSs, with 55,321 shares, and Berkshire Hathaway Inc. Class B, with 30,915 shares. The filing also details holdings in major financial institutions such as Wells Fargo & Co. and Capital One Financial Corp, with 137,433 and 63,439 shares, respectively.
The portfolio includes a diverse mix of sectors, ranging from consumer staples like PepsiCo and Unilever PLC Sponsored ADR to industrial and technology companies such as Deere & Co., Emerson Electric Co., and Texas Instruments Inc. Additionally, the filing reports positions in healthcare entities including Merck & Co. Inc. and Novo-Nordisk A S ADR.
