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Anne L. Arnold

Santa Monica Partners Lp

Assets Managed
$179.142M
Holdings
13
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
8.62%(2Q avg: 2.7%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Santa Monica Partners Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 13 positions.

Assets under management

The assets under management (AUM) of Santa Monica Partners Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 179.142M in assets, with a quarterly growth rate of 8.62% and a 2-quarter average growth rate of 2.7%. The portfolio is managed by Anne L. Arnold, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ur-6⤦
Texas
Recent Activity
42.91%
$76.866M
161,973 shares@ $474.57 avg price
MA
Mastercard Inc - A
Recent Activity
28.5%
$51.05M
102,170 shares@ $499.66 avg price
BELFB
Bel Fuse Inc-cl B
Recent Activity
7.48%
$13.39M
67,634 shares@ $197.98 avg price
GRMN
Garmin Ltd
Recent Activity
5.28%
$9.456M
40,755 shares@ $232.03 avg price
BCPC
Balchem Corp
Recent Activity
Decreased -56.27%
4.84%
$8.66M
51,100 shares@ $169.48 avg price
BR
Broadridge Financial Solutio
Recent Activity
3.7%
$6.628M
40,793 shares@ $162.48 avg price
BELFA
Bel Fuse Inc-cl A
Recent Activity
2.36%
$4.223M
23,434 shares@ $180.21 avg price
ur-9⤦
Grayscale Bitcoin Trust Etf
Recent Activity
1.92%
$3.426M
64,932 shares@ $52.77 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
1.61%
$2.873M
4 shares@ $718250.0 avg price
LB
Landbridge Co Llc-a
Recent Activity
0.7%
$1.243M
18,000 shares@ $69.06 avg price

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