BROYHILL ASSET MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHC | 282K | $4.04M |
 | LEG | 199K | $1.96M |
 | VVV | 154K | $5.18M |
 | SW | 44K | $1.75M |
 | KOF | 40K | $3.89M |
 | MAS | 34K | $2.06M |
 | IQV | 33K | $5.58M |
 | DLTR | 27K | $2.96M |
 | MIDD | 24K | $3.21M |
 | PM | 24K | $3.97M |
 | UBER | 17K | $1.22M |
 | FND | 13K | $659.43K |
 | CRL | 13K | $2.16M |
 | HON | 12K | $2.66M |
 | NE | 11K | $554.49K |
 | ENB | 10K | $551.09K |
 | MSFT | 9K | $3.45M |
 | PFE | 9K | $238.68K |
 | NVDA | 8K | $1.33M |
 | CSCO | 7K | $559.42K |
Sotera Health Company
SHC
Shares Held
282K
Value
$4.04M
Leggett & Platt, Incorporated
LEG
Shares Held
199K
Value
$1.96M
Valvoline Inc.
VVV
Shares Held
154K
Value
$5.18M
Smurfit Westrock plc
SW
Shares Held
44K
Value
$1.75M
Coca-Cola FEMSA, S.A.B. de C.V.
KOF
Shares Held
40K
Value
$3.89M
Masco Corporation
MAS
Shares Held
34K
Value
$2.06M
IQVIA Holdings Inc.
IQV
Shares Held
33K
Value
$5.58M
Dollar Tree, Inc.
DLTR
Shares Held
27K
Value
$2.96M
The Middleby Corporation
MIDD
Shares Held
24K
Value
$3.21M
Philip Morris International Inc.
PM
Shares Held
24K
Value
$3.97M
Uber Technologies, Inc.
UBER
Shares Held
17K
Value
$1.22M
Floor & Decor Holdings, Inc.
FND
Shares Held
13K
Value
$659.43K
Charles River Laboratories International, Inc.
CRL
Shares Held
13K
Value
$2.16M
Honeywell International Inc.
HON
Shares Held
12K
Value
$2.66M
Noble Corporation Plc
NE
Shares Held
11K
Value
$554.49K
Enbridge Inc.
ENB
Shares Held
10K
Value
$551.09K
Microsoft Corporation
MSFT
Shares Held
9K
Value
$3.45M
Pfizer Inc.
PFE
Shares Held
9K
Value
$238.68K
NVIDIA Corporation
NVDA
Shares Held
8K
Value
$1.33M
Cisco Systems, Inc.
CSCO
Shares Held
7K
Value
$559.42K