Cheviot Value Management, LLC
Top Portfolio Positions
293 positions ·
$678,255,305 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
237,675 | $113,893,860 | 16.79% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
411,089 | $83,442,845 | 12.30% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
166,300 | $47,821,228 | 7.05% | |
| JNJ |
Johnson & Johnson
Healthcare
|
159,348 | $38,951,025 | 5.74% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
573,842 | $27,383,740 | 4.04% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
222,899 | $24,128,816 | 3.56% | |
| V |
Visa Inc.
Financial Services
|
78,196 | $23,633,959 | 3.48% | |
| META |
Meta Platforms, Inc.
Communication Services
|
40,500 | $23,171,265 | 3.42% | |
| MSFT |
Microsoft Corp
Technology
|
57,708 | $21,361,770 | 3.15% | |
| XOM |
Exxon Mobil Corp
Energy
|
125,802 | $21,343,567 | 3.15% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CEF
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,383,740 | 573,842 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $28,686,372 | 626,340 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $26,671,538 | 726,943 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $22,057,972 | 732,823 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $20,894,816 | 735,474 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $17,007,574 | 715,807 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,181,718 | 701,581 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $15,583,617 | 706,740 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,438,755 | 709,870 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,422,445 | 700,911 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $12,409,710 | 716,496 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $12,909,546 | 716,401 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $13,221,720 | 699,192 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,459,628 | 694,904 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,531,423 | 676,392 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,372,809 | 676,148 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $12,074,360 | 623,032 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $11,154,965 | 628,803 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $12,443,887 | 666,161 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $12,109,339 | 697,141 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,581,300 | 701,876 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $12,993,633 | 708,486 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,273,760 | 726,258 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $10,652,117 | 728,599 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||