Fund HoldingsCheviot Value Management, LLC

Total Portfolio Value
$530.13M
Total Bought
$2.61M
Total Sold
$50.45M
Net Transaction
-$47.84M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Berkshire Hathaway250,654243,193-7,461101,966111,93221.11%+9,966
Agnico Eagle Mines(AEM)478,918465,022-13,89631,32137,4627.07%+6,141
Newmont Corp(NEM)335,177330,428-4,74914,03417,6613.33%+3,628
Unilever363,457349,596-13,86119,98622,7104.28%+2,723
Liberty Broadband(LBRDA)154,717141,548-13,1698,48210,9402.06%+2,459
Johnson & Johnson(JNJ)144,825141,495-3,33021,16822,9314.33%+1,763
Sprott Physical Gold & Silver706,740701,581-5,15915,58417,1823.24%+1,598
Occidental Petrol Co(OXY)35,22868,315+33,0872,2203,5210.66%+1,301
Meta Platforms, Inc.(META)41,90839,079-2,82921,13122,3704.22%+1,240
Medtronic Plc87,24484,059-3,1856,8677,5681.43%+701
Comcast Corp263,008261,864-1,14410,29910,9382.06%+639
Abbvie Inc(ABBV)31,26730,094-1,1735,3635,9431.12%+580
Visa Inc(V)64,57363,480-1,09316,94917,4543.29%+505
Fiserv Inc(FISV)52,87546,489-6,3867,8808,3521.58%+471
Vaneck Vectors Gold Miners70,37669,492-8842,3882,7670.52%+379
Thermo Fisher Scntfc(TMO)0351+35102170.04%+217
Alamos Gold Inc52,92752,377-5508301,0440.20%+215
Philip Morris Intl(PM)11,00910,819-1901,1161,3130.25%+198
Apple Inc(AAPL)41,31637,942-3,3748,7028,8401.67%+138
Nvidia Corp Com(NVDA)11,44012,640+1,2001,4131,5350.29%+122
Abbott Laboratories15,10814,600-5081,5701,6650.31%+95
Pfizer Inc(PFE)427,539416,060-11,47911,96312,0412.27%+78
Unitedhealth Grp Inc(UNH)956951-54875560.10%+69
Home Depot Inc(HD)1,1251,12503874560.09%+69
Raytheon Technologies Co(RTX)3,1383,150+123153820.07%+67
Oracle Corp(ORCL)2,2402,24003163820.07%+65
Mastercard Inc Class A(MA)964972+84254800.09%+55
Altria Group Inc(MO)10,36010,295-654725250.10%+54
Charter Communicatn Class A(CHTR)1,8861,88605646110.12%+47
Northrop Grumman Co(NOC)50050002182640.05%+46
Caterpillar Inc(CAT)793788-52643080.06%+44
Costco Wholesale Co1,1371,136-19671,0070.19%+41
Nike Inc(NKE)2,9312,93102212590.05%+38
Amgen Inc.(AMGN)3,7623,758-41,1751,2110.23%+35
The Coca-Cola Co(KO)4,0844,08402602930.06%+34
Vanguard Total World Stock Ind3,5713,57104024270.08%+25
Cisco Systems Inc(CSCO)4,2364,23602012250.04%+24
Goldman Sachs Group(GS)53353302412640.05%+23
Danaher Corp(DHR)80480402012240.04%+23
New Gold Inc F15,58515,585030450.01%+14
Ross Stores Inc(ROST)2,0002,00002913010.06%+10
J P Morgan Chase & Co(JPM)8,1997,913-2861,6581,6690.31%+10
Vanguard Information Technolog46146102662700.05%+5
Lilly Eli & Co(LLY)579581+25245150.10%-9
Nestle4,7654,567-1984884600.09%-28
Pan American Silver Corp(PAAS)203,511192,430-11,0814,0464,0160.76%-30
Alphabet Inc Cl C(GOOG)1,3951,335-602562230.04%-33
Cvs Health Corp(CVS)63,43558,665-4,7703,7463,6890.70%-58
Sprott Fds Tr Uranium Miners E23,73023,73001,1681,0890.21%-80
Walt Disney Co(DIS)10,58110,064-5171,0519680.18%-82
Invesco International Dividend79,69066,189-13,5011,4281,3090.25%-119
Verizon72,38763,662-8,7252,9852,8590.54%-126
Markel Corp(MKL)6,4916,429-6210,22810,0841.90%-143
Applied Materials5,3515,35101,2631,0810.20%-182
Schwab Fundamental Emerging Ma124,857108,563-16,2943,6923,5030.66%-189
Vanguard S&p 500 Etf4900-4902450-245
Invesco Qqq Trust12,39011,532-8585,9365,6281.06%-308
Phillips 66(PSX)21,30220,164-1,1383,0072,6510.50%-357
Exxon Mobil Corp124,189118,678-5,51114,29713,9112.62%-385
Barrick Gold Corp911,232739,227-172,00515,19914,7032.77%-496
Spdr S&p 5009350-9355090-509
Berkshire Hathaway Class A10-16120-612
Devon Energy Corporation(DVN)68,11564,397-3,7183,2292,5190.48%-709
Wisdomtree Emerging Markets Hi119,46798,627-20,8405,1744,3410.82%-834
Conocophillips(COP)93,14893,262+11410,6549,8191.85%-836
Chevron Corp(CVX)78,89176,967-1,92412,34011,3352.14%-1,005
Amazon(AMZN)64,38760,701-3,68612,44311,3102.13%-1,132
Merck & Co. Inc.(MRK)113,441108,256-5,18514,04412,2942.32%-1,750
Microsoft Corp(MSFT)56,61652,810-3,80625,30522,7244.29%-2,580
Alphabet Inc. Class A205,837196,250-9,58737,49332,5486.14%-4,945
Page 1 of 1