§ 13F · FUND PROFILE
WEYBOSSET RESEARCH & MANAGEMENT LLC.
AUM · $381M (13F)Positions · 32Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | KEYS | KEYSIGHT TECHNOLOGIES INC | 99K | $35M | 9.1% | −3% |
| 2 | FTAI | FTAI AVIATION LTD | 121K | $33M | 8.6% | +1% |
| 3 | DE | DEERE & CO | 46K | $29M | 7.7% | −1% |
| 4 | CMI | CUMMINS INC | 37K | $26M | 7.0% | −2% |
| 5 | AGM | FEDERAL AGRIC MTG CORP | 104K | $21M | 5.5% | ±0% |
| 6 | TJX | TJX COS INC NEW | 134K | $20M | 5.3% | −1% |
| 7 | GOOGL | ALPHABET INC | 55K | $20M | 5.2% | −1% |
| 8 | CPRT | COPART INC | 644K | $18M | 4.8% | +1% |
| 9 | CSCO | CISCO SYS INC | 150K | $18M | 4.6% | −1% |
| 10 | GD | GENERAL DYNAMICS CORP | 42K | $15M | 3.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEYBOSSET SIGNAL
AC read
WEYBOSSET RESEARCH & MANAGEMENT LLC is a Other fund managing $381 million in assets. The fund runs a portfolio of 32 positions.
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