True North Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $420 Million distributed in 185 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Lennox International Inc with a value of $113M, Berkshire Hathaway Inc Class B with a value of $39.4M, Apple Inc. with a value of $26.6M, Microsoft Corp with a value of $13.3M, and Costco Wholesale Corp with a value of $9.27M.
Examining the 13F form we can see an increase of $41.3M in the current position value, from $378M to 420M.
Below you can find more details about True North Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$420 Million
Industrials: $132 Million
Technology: $70.2 Million
Financial Services: $66.6 Million
ETFs: $32.7 Million
Consumer Cyclical: $28.9 Million
Healthcare: $28 Million
Basic Materials: $18.1 Million
Consumer Defensive: $17.2 Million
Other: $25.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
