Westhampton Capital, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $187 Million distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.8M, Eaton Corp PLC with a value of $9.38M, Broadcom Inc. with a value of $8.66M, Nvidia Corp with a value of $5.97M, and Waste Management Inc with a value of $5.4M.

Examining the 13F form we can see an increase of $9.19M in the current position value, from $178M to 187M.

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

Portfolio value $187 Million
Industrials: $51.2 Million
Technology: $46.3 Million
Consumer Defensive: $30.9 Million
Financial Services: $12.8 Million
Healthcare: $11.7 Million
Consumer Cyclical: $11 Million
Communication Services: $6.02 Million
Basic Materials: $5.08 Million
Other: $12 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $187 Million
  • Prior Value $178 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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