Parvin Asset Management, LLC Q3 2025 Filing

Filed November 17, 2025

Portfolio Value

$114.5B

Holdings

287

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (287 positions)

StockValue
CMECME GROUP INC CLASS A
$269.9M
HSYHERSHEY CO
$260.9M
TSLATESLA INC
$260.2M
FPIFARMLAND PARTNERS INC
$259.5M
GNTXGENTEX CORP
$256.1M
CALMCAL MAINE FOODS INC
$255.5M
EOGEOG RES INC
$252.3M
CATCaterpillar Inc
$251.0M
AGCOAGCO CORP DEL
$247.3M
DXCDXC TECHNOLOGY CO
$244.7M
SBUXSTARBUCKS CORP
$237.1M
MKTXMARKETAXESS HLDGS INC
$235.2M
STLDSTEEL DYNAMICS INC
$226.6M
EXREXTRA SPACE STORAGE INC
$222.8M
BF/BBROWN FORMAN CORP CLASS B
$222.7M
ETNEATON CORP PLC F
$205.8M
WYWEYERHAEUSER CO
$205.0M
MOALTRIA GROUP INC
$202.5M
BGBUNGE GLOBAL SA F
$199.9M
AMTAMERICAN TOWER CORP
$195.6M
FDXFEDEX CORP
$194.5M
LMNRLIMONEIRA CO
$186.4M
CHRWC H ROBINSON WORLDWIDE I
$179.5M
RKLBROCKET LAB USA INC
$178.5M
NVONOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$178.4M
BCEBCE INC F
$178.3M
EBAEBAY INC
$177.4M
LANDGLADSTONE LD CORP
$166.7M
KHCKRAFT HEINZ CO
$166.2M
ULUNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$165.1M
MSMMSC INDL DIRECT INC CLASS A
$162.6M
GOOGALPHABET INC CLASS C
$161.5M
SPTIState Street Global Advisors SPDR Trust
$157.0M
GOOGLALPHABET INC CLASS A
$155.6M
PRGOPERRIGO CO PLC F
$151.2M
KELKELLANOVA
$149.3M
OTXOPEN TEXT CORP F
$148.0M
DINOHF Sinclair Corp
$146.6M
DHRDanaher Corp
$138.8M
KMIKINDER MORGAN INC DEL
$137.3M
STMSTMICROELECTRONICS N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$135.8M
CARRCARRIER GLOBAL CORP
$132.8M
TSMTAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS
$125.7M
TTENTOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$123.9M
VALEVALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$121.6M
CLCOLGATE PALMOLIVE CO
$120.3M
TAT&T INC
$119.3M
DCODUCOMMUN INC DEL
$118.2M
SAFTSAFETY INS GROUP INC
$113.8M
PKGPACKAGING CORP AMER
$112.9M
AFLAflac Inc
$111.7M
WOPWOODSIDE ENERGY GROUP FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$107.6M
EPDENTERPRISE PRODS PART LP
$107.1M
GLPIGAMING & LEISURE PPTYS I
$103.7M
DOWDOW INC
$102.2M
OTISOTIS WORLDWIDE CORP
$101.7M
PBRPETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS
$101.3M
CAGCONAGRA BRANDS INC
$96.0M
MOG/AMOOG INC CLASS A
$95.9M
DHSWISDOMTREE
$94.5M
TDYTELEDYNE TECHNOLOGIES IN
$93.8M
IPGINTERPUBLIC GROUP COS IN
$93.5M
TRMBTRIMBLE INC
$93.1M
HASHASBRO INC
$92.5M
ADSKAUTODESK INC
$89.9M
PKEPARK AEROSPACE CORP
$89.0M
NXSTNEXSTAR MEDIA GROUP INC
$89.0M
DEAEASTERLY GOVT PPTYS INC
$87.4M
VIVTELEFONICA BRASIL SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$86.4M
W3UWESTERN UN CO
$85.1M
PAYXPAYCHEX INC
$84.9M
IRON MTN INC NEW
$84.8M
GILDGILEAD SCIENCES INC
$83.3M
OKEONEOK INC NEW
$83.0M
KMBKIMBERLY CLARK CORP
$80.0M
ELLAUDER ESTEE COS INC CLASS A
$79.3M
DFASDIMENSIONAL
$75.3M
DDOMINION ENERGY INC
$73.4M
IUSINVESCO
$72.0M
DLODLOCAL LTD FCLASS A
$70.0M
NVSNNOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS
$67.3M
FNDFState Street Global Advisors SPDR Trust
$66.9M
TKRTIMKEN CO
$61.6M
KOFCOCA-COLA FEMSA S A B FSPONSORED ADR 1 ADR REPS 10 ORD SHS
$60.2M
MDYState Street Global Advisors SPDR Trust
$59.6M
NZUSState Street Global Advisors SPDR Trust
$58.0M
ENQENTEGRIS INC
$57.8M
AMXAMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHS
$57.8M
EXGEATON VANCE TAX ADVANTAG
$57.5M
AGROADECOAGRO S A F
$57.3M
VIGIVANGUARD
$56.8M
HXLHEXCEL CORP NEW
$55.8M
BALLBALL CORP
$55.5M
NSCNORFOLK SOUTHN CORP
$54.7M
ZBHZimmer Biomet Holdings Inc
$54.2M
EQREQUITY RESIDENTIAL
$51.8M
MCHPMICROCHIP TECHNOLOGY INC
$48.2M
IWOiShares
$48.0M
CCUCOMPANIA CERVECERIAS U FSPONSORED ADR 1 ADR REPS 2 ORD SHS
$47.0M
EXPDEXPEDITORS INTL WASH INCCLASS A
$46.0M
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