Cheviot Value Management, LLC New Holdings in Q1 2025

Cheviot Value Management, LLC

  • $820 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LUV
Southwest Airlines CO

Industrials
1.25K
New
$28.18 - $34.84 $35.2K - $43.6K
1.25K $41K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
798
New
$42.3 - $53.69 $33.8K - $42.8K
798 $41K
WPC
W. P. Carey Inc.

Real Estate
608
New
$53.5 - $65.05 $32.5K - $39.6K
608 $38K
CARR
Carrier Global Corp

Industrials
602
New
$62.07 - $70.55 $37.4K - $42.5K
602 $38K
XLRE
Select Sector Spdr Tr Real Est

ETFs
900
New
$39.18 - $43.52 $35.3K - $39.2K
900 $37K
SHEL
Shell PLC

Energy
500
New
$62.84 - $73.29 $31.4K - $36.6K
500 $36K
WHR
Whirlpool Corp

Consumer Cyclical
400
New
$88.58 - $133.14 $35.4K - $53.3K
400 $36K
KSS
Kohls Corp

Consumer Cyclical
4.36K
New
$8.06 - $14.12 $35.1K - $61.6K
4.36K $35K
SYY
Sysco Corp

Consumer Defensive
475
New
$70.0 - $77.13 $33.3K - $36.6K
475 $35K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
349
New
$97.38 - $104.52 $34K - $36.5K
349 $35K
OTIS
Otis Worldwide Corp

Industrials
322
New
$90.77 - $104.01 $29.2K - $33.5K
322 $33K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.27K
New
$24.73 - $25.62 $31.5K - $32.6K
1.27K $32K
APD
Air Products & Chemicals, Inc.

Basic Materials
100
New
$283.24 - $338.07 $28.3K - $33.8K
100 $29K
PHYS
Sprott Physical Gold Trust

Financial Services
1.18K
New
$20.25 - $24.06 $23.8K - $28.3K
1.18K $28K
DEO
Diageo PLC

Consumer Defensive
273
New
$104.79 - $126.12 $28.6K - $34.4K
273 $28K
SO
Southern CO

Utilities
305
New
$80.96 - $92.96 $24.7K - $28.4K
305 $28K
DLB
Dolby Laboratories, Inc.

Industrials
357
New
$76.37 - $87.32 $27.3K - $31.2K
357 $28K
PRU
Prudential Financial Inc

Financial Services
250
New
$105.04 - $122.33 $26.3K - $30.6K
250 $27K
SPGI
S&P Global Inc.

Financial Services
52
New
$478.26 - $543.77 $24.9K - $28.3K
52 $26K
HCA
Hca Healthcare, Inc.

Healthcare
75
New
$296.7 - $345.55 $22.3K - $25.9K
75 $25K
PPG
Ppg Industries Inc

Basic Materials
235
New
$107.44 - $124.29 $25.2K - $29.2K
235 $25K
AVGO
Broadcom Inc.

Technology
150
New
$167.43 - $244.7 $25.1K - $36.7K
150 $25K
BND
Vanguard Bd Index Fd Inc Total

ETFs
343
New
$71.17 - $73.66 $24.4K - $25.3K
343 $25K
VDC
Vanguard Consumer Staples ETF

ETFs
117
New
$206.54 - $226.16 $24.2K - $26.5K
117 $25K
DELL
Dell Technologies Inc.

Technology
284
New
$90.34 - $124.66 $25.7K - $35.4K
284 $25K
VEU
Vanguard Ftse All World Ex Us

ETFs
402
New
$56.51 - $62.98 $22.7K - $25.3K
402 $24K
FDX
Fedex Corp

Industrials
100
New
$230.33 - $281.53 $23K - $28.2K
100 $24K
ADSK
Autodesk, Inc.

Technology
96
New
N/A
96 $23K
FDS
Factset Research Systems Inc

Financial Services
51
New
$427.5 - $476.51 $21.8K - $24.3K
51 $23K
ARCC
Ares Capital Corp

Financial Services
1K
New
$21.28 - $23.81 $21.3K - $23.8K
1K $22K
ED
Consolidated Edison Inc

Utilities
200
New
$88.0 - $110.59 $17.6K - $22.1K
200 $22K
CHK
Chesapeake Energy Corp

Energy
265
New
N/A
265 $22K
RIO
Rio Tinto PLC

Basic Materials
368
New
$58.19 - $64.29 $21.4K - $23.7K
368 $22K
VTRS
Viatris Inc

Healthcare
2.63K
New
$8.68 - $12.42 $22.9K - $32.7K
2.63K $22K
OGN
Organon & Co.

Healthcare
1.42K
New
$14.29 - $16.41 $20.3K - $23.3K
1.42K $21K
LGND
Ligand Pharmaceuticals Inc

Healthcare
200
New
$105.14 - $122.23 $21K - $24.4K
200 $21K
SRE
Sempra Energy

Utilities
300
New
$67.85 - $87.67 $20.4K - $26.3K
300 $21K
JKHY
Henry Jack & Associates Inc

Technology
110
New
$166.47 - $191.28 $18.3K - $21K
110 $20K
RKLB
Rocket Lab Usa, Inc.

Industrials
1.1K
New
$17.12 - $31.57 $18.8K - $34.7K
1.1K $19K
KMX
Carmax Inc

Consumer Cyclical
250
New
$69.25 - $89.19 $17.3K - $22.3K
250 $19K
MU
Micron Technology Inc

Technology
230
New
$86.89 - $109.38 $20K - $25.2K
230 $19K
SPOT
Spotify Technology S.A.

Communication Services
35
New
$457.79 - $648.32 $16K - $22.7K
35 $19K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
389
New
$49.67 - $51.43 $19.3K - $20K
389 $19K
ADM
Archer Daniels Midland CO

Consumer Defensive
400
New
$45.22 - $52.17 $18.1K - $20.9K
400 $19K
DE
Deere & CO

Industrials
40
New
$408.57 - $509.27 $16.3K - $20.4K
40 $18K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
200
New
$87.72 - $111.91 $17.5K - $22.4K
200 $18K
BTI
British American Tobacco P.L.C.

Consumer Defensive
450
New
$35.35 - $42.74 $15.9K - $19.2K
450 $18K
VIG
Vanguard Dividend Appreciation

ETFs
100
New
N/A
100 $18K
OXLC
Oxford Lane Capital Corp.

Financial Services
4K
New
$4.3 - $5.17 $17.2K - $20.7K
4K $18K
Activity Summary
Buys All Purchases 441 New Holdings 415 Increased Positions 26 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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