Westhampton Capital, LLC Q2 2026 Filing
Filed July 14, 2026
Portfolio Value
$32.0B
Holdings
131
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (131 positions)
| Stock | Value |
|---|---|
GPCGENUINE PARTS CO | $766K |
VRTVERTIV HOLDINGS CO | $751K |
CRWDCROWDSTRIKE HLDGS INC | $747K |
VVISA INC | $700K |
COPCONOCOPHILLIPS | $677K |
GEVGE VERNOVA INC | $660K |
QQNITY ELECTRONICS INC | $567K |
DACDANAOS CORPORATION | $521K |
UPSUNITED PARCEL SVCS INC | $489K |
T7DTRANSDIGM GROUP INC | $478K |
FNFABRINET | $460K |
DUKDUKE ENERGY CORP NEW | $443K |
SMHVANECK ETF TRUST | $430K |
GQ9SPDR GOLD TR | $404K |
POOLPOOL CORP | $403K |
GNRCGENERAC HLDGS INC | $351K |
ITWILLINOIS TOOL WKS INC | $338K |
UNHUNITEDHEALTH GROUP INC | $321K |
—DUPONT DE NEMOURS INC | $314K |
MARMARRIOTT INTL INC NEW | $299K |
NSCNORFOLK SOUTHN CORP | $283K |
NOCNORTHROP GRUMMAN CORP | $275K |
MRKMERCK & CO INC | $254K |
BKBANK OF NY MELLON CORP | $246K |
DHID R HORTON INC | $244K |
MATXMATSON INC | $240K |
TSLATESLA INC | $236K |
VIGVANGUARD SPECIALIZED FUNDS | $226K |
ROKROCKWELL AUTOMATION INC | $218K |
TRVCCITIGROUP INC | $210K |
FDXFEDEX CORP | $205K |
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