Eldred Rock Partners, LLC

Position in NVS — Novartis AG

CIK 1984180 SAN ANTONIO, TX

Position in NVS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$12,635,863

+$298,551 QoQ

Shares Held

80,627

-0.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.72%

of 13F equity value

Holder Rank

#150

of 1,603 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 62% Shared 0% None 38%

Healthcare · as of Jun 30, 2026

Eldred Rock Partners, LLC holds $35,440,841 across 3 Drug Manufacturers - General names. NVS ranks #2 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRK	Merck & Co., Inc.	116,413	$14,959,070
2	NVS	Novartis AG This page	80,627	$12,635,863
3	NVO	Novo Nordisk A S	163,661	$7,845,908

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,635,863	80,627	-0.2%	Shares	Sole	2026-07-08
2026-03-31	$12,337,312	80,768	-1.0%	Shares	Sole	2026-04-08
2025-12-31	$11,243,160	81,549	+0.8%	Shares	Sole	2026-01-16
2025-06-30	$9,787,530	80,882	+0.1%	Shares	Sole	2025-07-09
2025-03-31	$9,011,485	80,835	+33.3%	Shares	Sole	2025-04-09
2024-12-31	$5,901,948	60,651	+0.2%	Shares	Sole	2025-01-16
2024-09-30	$6,963,655	60,543	+118.4%	Shares	Sole	2024-10-04
2024-06-30	$2,951,816	27,727	+92.8%	Shares	Sole	2024-07-12
2024-03-31	$1,390,880	14,379	+4.3%	Shares	Sole	2024-04-11
2023-12-31	$1,392,477	13,791	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.