Westhampton Capital, LLC Portfolio Holdings
Westhampton Capital, LLC
- $190 Million
- Q4 2024
Westhampton Capital, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $190 Million distributed in 119 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.2M, Eaton Corp PLC with a value of $8.34M, Broadcom Inc. with a value of $7.36M, Nvidia Corp with a value of $5.56M, and Cummins Inc with a value of $5.04M.
Examining the 13F form we can see an decrease of $5.51M in the current position value, from $196M to 190M.
Below you can find more details about Westhampton Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$190 Million
Industrials: $47.4 Million
Technology: $47.3 Million
Consumer Defensive: $34 Million
Healthcare: $13.9 Million
Consumer Cyclical: $13.3 Million
Financial Services: $12.3 Million
Communication Services: $6.25 Million
Basic Materials: $5.61 Million
Other: $10.2 Million