BROYHILL ASSET MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVTR | 278K | $3.18M |
 | VVV | 172K | $5.00M |
 | FMS | 78K | $1.85M |
 | BALL | 58K | $3.07M |
 | KOF | 46K | $4.32M |
 | PM | 40K | $6.46M |
 | DLTR | 35K | $4.26M |
 | SHC | 29K | $510.56K |
 | MIDD | 27K | $3.94M |
 | IQV | 26K | $5.75M |
 | NE | 22K | $626.36K |
 | UBER | 19K | $1.54M |
 | KW | 17K | $168.74K |
 | CRL | 15K | $2.94M |
 | MPW | 13K | $62.88K |
 | HON | 12K | $2.40M |
 | FUN | 12K | $178.59K |
 | ENB | 11K | $526.18K |
 | PFE | 9K | $211.65K |
 | TFC | 8K | $417.30K |
Avantor, Inc.
AVTR
Shares Held
278K
Value
$3.18M
Valvoline Inc.
VVV
Shares Held
172K
Value
$5.00M
Fresenius Medical Care AG & Co. KGaA
FMS
Shares Held
78K
Value
$1.85M
Ball Corporation
BALL
Shares Held
58K
Value
$3.07M
Coca-Cola FEMSA, S.A.B. de C.V.
KOF
Shares Held
46K
Value
$4.32M
Philip Morris International Inc.
PM
Shares Held
40K
Value
$6.46M
Dollar Tree, Inc.
DLTR
Shares Held
35K
Value
$4.26M
Sotera Health Company
SHC
Shares Held
29K
Value
$510.56K
The Middleby Corporation
MIDD
Shares Held
27K
Value
$3.94M
IQVIA Holdings Inc.
IQV
Shares Held
26K
Value
$5.75M
Noble Corporation Plc
NE
Shares Held
22K
Value
$626.36K
Uber Technologies, Inc.
UBER
Shares Held
19K
Value
$1.54M
Kennedy-Wilson Holdings, Inc.
KW
Shares Held
17K
Value
$168.74K
Charles River Laboratories International, Inc.
CRL
Shares Held
15K
Value
$2.94M
Medical Properties Trust, Inc.
MPW
Shares Held
13K
Value
$62.88K
Honeywell International Inc.
HON
Shares Held
12K
Value
$2.40M
Six Flags Entertainment Corporation
FUN
Shares Held
12K
Value
$178.59K
Enbridge Inc.
ENB
Shares Held
11K
Value
$526.18K
Pfizer Inc.
PFE
Shares Held
9K
Value
$211.65K
Truist Financial Corporation
TFC
Shares Held
8K
Value
$417.30K