WEYBOSSET RESEARCH & MANAGEMENT LLC
Top Portfolio Positions
32 positions ·
$333,830,570 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FTAI |
FTAI Aviation Ltd.
Industrials
|
120,182 | $29,444,590 | 8.82% | |
| KEYS |
Keysight Technologies, Inc.
Technology
|
101,573 | $28,681,168 | 8.59% | |
| DE |
Deere & Co
Industrials
|
46,383 | $26,127,543 | 7.83% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
135,032 | $21,564,610 | 6.46% | |
| CPRT |
Copart Inc
Industrials
|
636,508 | $21,132,065 | 6.33% | |
| CMI |
Cummins Inc
Industrials
|
37,935 | $20,409,788 | 6.11% | |
| NYT |
New York Times Co
Communication Services
|
208,729 | $17,476,879 | 5.24% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
55,846 | $16,059,075 | 4.81% | |
| AGM |
Federal Agricultural Mortgage Corp
Financial Services
|
103,743 | $15,390,274 | 4.61% | |
| WMB |
Williams Companies, Inc.
Energy
|
199,736 | $14,536,786 | 4.35% |
Portfolio Trend
Holdings in AZ
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,286,800 | 1,542,249 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $5,851,057 | 898,780 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $3,599,127 | 450,454 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $280,083 | 26,498 | Shares | Sole | 2025-07-11 | |
| No 13F history on record for this holder in this stock. | ||||||