WEYBOSSET RESEARCH & MANAGEMENT LLC 13F Portfolio
WEYBOSSET RESEARCH & MANAGEMENT LLC runs WEYBOSSET RESEARCH & MANAGEMENT LLC and currently holds 32 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $380.95M. Their top holdings are KEYS, FTAI, DE, CMI, AGM. The top five represent 37.7% of reported portfolio weight. WEYBOSSET RESEARCH & MANAGEMENT LLC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 10 existing positions. They trimmed 13 positions. Their current best-performing preview position is BHVN with returns of +75.89%.
Portfolio Value
$380.95M
Alpha Score
63.8
#0 of 1000
Holdings
32
WEYBOSSET RESEARCH & MANAGEMENT LLC Current 13F Holdings
Reported holdings from WEYBOSSET RESEARCH & MANAGEMENT LLC's latest SEC 13F filing, ranked by portfolio weight.
32 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 KEYS KEYSIGHT TECHNOLOGIES INC | 9.06% | $137.91 | $382.69 | +177.49% | Trimmed -2.89% |
 FTAI FTAI AVIATION LTD | 8.58% | $113.42 | $169.97 | +49.85% | Added +0.52% |
 DE DEERE & CO | 7.67% | $299.95 | $620.85 | +106.98% | Trimmed -0.74% |
 CMI CUMMINS INC | 6.96% | $194.37 | $523.48 | +169.32% | Trimmed -2.07% |
 AGM FEDERAL AGRIC MTG CORP | 5.45% | $98.12 | $203.87 | +107.78% | Added +0.44% |
 TJX TJX COS INC NEW | 5.31% | $56.10 | $138.76 | +147.34% | Trimmed -1.04% |
 GOOGL ALPHABET INC | 5.19% | $163.58 | $351.66 | +114.98% | Trimmed -1.00% |
 CPRT COPART INC | 4.77% | $27.43 | $27.32 | -0.40% | Added +1.22% |
 CSCO CISCO SYS INC | 4.62% | $69.37 | $118.39 | +70.66% | Trimmed -0.63% |
 GD GENERAL DYNAMICS CORP | 3.90% | $221.32 | $331.30 | +49.69% | Added +0.21% |
Showing 1-10 of 32