Touchstone Capital, Inc. has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $63.7 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Coterra Energy Inc. with a value of $6.63M, Price T Rowe Group Inc with a value of $5.94M, Gentex Corp with a value of $5.89M, Albemarle Corp with a value of $4.96M, and Skyworks Solutions, Inc. with a value of $4.38M.

Examining the 13F form we can see an decrease of $16M in the current position value, from $79.7M to 63.7M.

Below you can find more details about Touchstone Capital, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $63.7 Million
Technology: $12.9 Million
Industrials: $12.2 Million
Basic Materials: $9.91 Million
Energy: $7.34 Million
Financial Services: $6.46 Million
Consumer Cyclical: $6.16 Million
Communication Services: $4.33 Million
Healthcare: $4.2 Million
Other: $227,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $63.7 Million
  • Prior Value $79.7 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 23, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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