Westhampton Capital, LLC Q1 2026 Filing

Filed April 16, 2026

Portfolio Value

$33.6B

Holdings

129

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (129 positions)

StockValue
CINFCINCINNATI FINL CORP
$791K
GEGE AEROSPACE
$709K
GPCGENUINE PARTS CO
$686K
VVISA INC
$575K
ABTABBOTT LABORATORIES
$563K
DACDANAOS CORPORATION
$479K
GQ9SPDR GOLD TR
$472K
DUKDUKE ENERGY CORP NEW
$459K
T7DTRANSDIGM GROUP INC
$415K
QQNITY ELECTRONICS INC
$411K
CRWDCROWDSTRIKE HLDGS INC
$392K
NOCNORTHROP GRUMMAN CORP
$368K
VRTVERTIV HOLDINGS CO
$367K
ITWILLINOIS TOOL WKS INC
$325K
FDXFEDEX CORP
$296K
MARMARRIOTT INTL INC NEW
$264K
ODFLOLD DOMINION FREIGHT LINE IN
$264K
NSCNORFOLK SOUTHN CORP
$258K
SMHVANECK ETF TRUST
$250K
ACNACCENTURE PLC IRELAND
$238K
MRKMERCK & CO INC
$238K
GNRCGENERAC HLDGS INC
$234K
FNFABRINET
$216K
UNHUNITEDHEALTH GROUP INC
$209K
TSLATESLA INC
$208K
DHID R HORTON INC
$206K
MATXMATSON INC
$205K
VIGVANGUARD SPECIALIZED FUNDS
$204K
BKBANK NEW YORK MELLON CORP
$202K
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