Jeannine Bizier
@Weybosset Research & Management Llc
Latest period2024 - Q4ReportedManaged Assets$293.858MTotal holdings51
Assets growth rate-0.54%Assets growth rate (2-Q avg)5.1%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Weybosset Research & Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 51 positions.
Assets under management
The assets under management (AUM) of Weybosset Research & Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 293.858M in assets, with a quarterly growth rate of -0.54% and a 2-quarter average growth rate of 5.1%. The portfolio is managed by Jeannine Bizier, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CPRTCopart Inc
| 12.38% | $36.373M 633,789 shares@ $57.39 avg price | Decreased -1.55% |
AGMFederal Agric Mtg Corp
| 7.33% | $21.528M 109,305 shares@ $196.96 avg price | Decreased -1.36% |
DEDeere & Co
| 7.19% | $21.108M 49,819 shares@ $423.7 avg price | Decreased -0.71% |
TJXTjx Cos Inc New
| 5.92% | $17.381M 143,868 shares@ $120.82 avg price | Decreased -1.12% |
KEYSKeysight Technologies Inc
| 5.75% | $16.889M 105,144 shares@ $160.63 avg price | Decreased -0.51% |
CMICummins Inc
| 4.97% | $14.58M 41,824 shares@ $348.61 avg price | Decreased -1.34% |
BRK.BBerkshire Hathaway Inc Del
| 4.84% | $14.203M 31,334 shares@ $453.28 avg price | Decreased -1.43% |
GOOGLAlphabet Inc
| 3.9% | $11.459M 60,535 shares@ $189.3 avg price | Decreased -0.38% |
GDGeneral Dynamics Corp
| 3.9% | $11.458M 43,485 shares@ $263.5 avg price | Decreased -0.69% |
NYTNew York Times Co
| 3.82% | $11.225M 215,660 shares@ $52.05 avg price | Decreased -0.72% |