Stock Taper

CHEVIOT VALUE MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Generac Holdings Inc.GNRC100$29.28K
Autodesk, Inc.ADSK96$18.66K
Parker-Hannifin CorporationPH95$92.92K
Rivian Automotive, Inc.RIVN88$1.53K
HCA Healthcare, Inc.HCA75$29.24K
Deere & CompanyDE75$47.51K
Zoom Communications, Inc.ZM75$6.47K
Blackbaud, Inc.BLKB72$2.13K
Skyworks Solutions, Inc.SWKS70$4.75K
PayPal Holdings, Inc.PYPL68$2.94K
SentinelOne, Inc.S68$1.15K
CI CHART INDS INC COMGTLS65$13.58K
Hewlett Packard Enterprise CompanyHPE55$2.48K
BlackRock, Inc.BLK53$50.96K
Shopify Inc.SHOP50$5.71K
FedEx Freight Holding Company, Inc.FDXF50$7.55K
Novavax, Inc.NVAX46$433
Oklo Inc.OKLO40$2.09K
CAVA Group, Inc.CAVA40$3.14K
Net Lease Office PropertiesNLOP40$445