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CHEVIOT VALUE MANAGEMENT, LLC 13F portfolio summary

CHEVIOT VALUE MANAGEMENT, LLC of CHEVIOT VALUE MANAGEMENT, LLC has 420 current stock holdings with a reported portfolio value of $995.6M. The portfolio 1 year return is +17.33%. Top holdings include BND (0.00%), BHF (0.00%), AGG (0.00%), BITO (0.00%), BSV (0.00%).

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CHEVIOT VALUE MANAGEMENT, LLC

CHEVIOT VALUE MANAGEMENT, LLC
Latest filing: 2026-03-31

CHEVIOT VALUE MANAGEMENT, LLC runs CHEVIOT VALUE MANAGEMENT, LLC and currently holds 420 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $995.58M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. CHEVIOT VALUE MANAGEMENT, LLC ranks #690 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, CHEVIOT VALUE MANAGEMENT, LLC's portfolio at CHEVIOT VALUE MANAGEMENT, LLC has delivered returns of +17.33%. Their 3-year annualized return is +60.41%. Looking at the 5-year horizon, CHEVIOT VALUE MANAGEMENT, LLC has achieved +64.21% annualized returns at CHEVIOT VALUE MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.33%
#775/1000
3 Year
+60.41%
#657/1000
5 Year
+64.21%
#620/1000

Portfolio Value

$995.58M

Alpha Score

47.4

#690 of 1000

Holdings

420

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change