Stock Taper 
LINGOHR & PARTNER ASSET MANAGEMENT GMBH
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-B | 2.59K | $1.3M |
 Boyd Gaming Corporation | BYD | 2.48K | $215K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.4K | $669K |
 UnitedHealth Group Incorporated | UNH | 1.9K | $656K |
 Oracle Corporation | ORCL | 1.85K | $521K |
 Chevron Corporation | CVX | 1.7K | $264K |
 Belden Inc. | BDC | 1.68K | $202K |
 Meta Platforms, Inc. | META | 1.58K | $1.16M |
 TD Synnex Corp | SNX | 1.4K | $229K |
 Thermo Fisher Scientific Inc. | TMO | 1.36K | $662K |
 Reliance Steel & Aluminum Co. | RS | 1.24K | $349K |
 Constellation Energy Corporation | CEG | 900 | $296K |
 Celestica Inc. | CLS | 864 | $213K |
 Affiliated Managers Group, Inc. | AMG | 843 | $201K |
 Spotify Technology S.A. | SPOT | 800 | $558K |
 International Business Machines Corporation | IBM | 800 | $226K |
 EMCOR Group, Inc. | EME | 779 | $506K |
 GE Vernova Inc. | GEV | 730 | $449K |
 Eaton Corporation plc | ETN | 720 | $269K |
 JPMorgan Chase & Co. | JPM | 700 | $220K |