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Centerstone Investors, LLC

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13F filer, CIK 1766788, New York, NY

Centerstone Investors, LLC reported $42,160,430 across 22 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 82.05% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-001933

Period
2025-03-31
Reported value
$42.2M
Holdings
22
Top 10 weight
82.05%
New
2
Sold out
8

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ACWInew+59,300$6.9M
TSLAnew+3,000$777K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TRPexited-295,632-$13.8M
RYAAYexited-319,516-$10.8M
FNVreduced-39,714-$6.26M
ICLexited-1,163,054-$5.75M
ORLYreduced-3,923-$5.62M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-001933, largest first. % of portfolio is the value over $42,160,430, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 65,749 shares; 2024Q2: 54,269 shares; 2024Q3: 47,269 shares; 2024Q4: 47,269 shares; 2025Q1: 37,108 shares 37,108$10.7M25.36%-10,161Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,300 shares 59,300$6.9M16.37%newTimeline
URTHISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50,843 shares; 2024Q2: 32,969 shares; 2024Q3: 32,969 shares; 2024Q4: 32,969 shares; 2025Q1: 32,969 shares 32,969$5.05M11.98%0Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 51,000 shares; 2025Q1: 51,000 shares 51,000$4.94M11.72%0Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 50,047 shares; 2024Q2: 53,905 shares; 2024Q3: 50,526 shares; 2024Q4: 50,526 shares; 2025Q1: 10,812 shares 10,812$1.7M4.04%-39,714Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,862 shares; 2024Q2: 30,577 shares; 2024Q3: 25,777 shares; 2024Q4: 25,561 shares; 2025Q1: 7,680 shares 7,680$1.28M3.05%-17,881Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,978 shares; 2024Q2: 22,607 shares; 2024Q3: 19,316 shares; 2024Q4: 19,316 shares; 2025Q1: 10,533 shares 10,533$1.15M2.74%-8,783Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,613 shares; 2024Q2: 31,269 shares; 2024Q3: 26,542 shares; 2024Q4: 26,542 shares; 2025Q1: 11,346 shares 11,346$998K2.37%-15,196Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,340 shares; 2024Q2: 26,188 shares; 2024Q3: 24,388 shares; 2024Q4: 24,388 shares; 2025Q1: 9,840 shares 9,840$971K2.3%-14,548Timeline
CSLCARLISLE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,714 shares; 2024Q2: 6,559 shares; 2024Q3: 5,736 shares; 2024Q4: 5,665 shares; 2025Q1: 2,632 shares 2,632$896K2.13%-3,033Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,956 shares; 2024Q2: 5,236 shares; 2024Q3: 4,521 shares; 2024Q4: 4,480 shares; 2025Q1: 557 shares 557$798K1.89%-3,923Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares 3,000$777K1.84%newTimeline
CPAYCORPAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,685 shares; 2024Q2: 12,454 shares; 2024Q3: 10,708 shares; 2024Q4: 10,613 shares; 2025Q1: 2,147 shares 2,147$749K1.78%-8,466Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,769 shares; 2024Q2: 24,189 shares; 2024Q3: 21,402 shares; 2024Q4: 21,402 shares; 2025Q1: 8,920 shares 8,920$695K1.65%-12,482Timeline
HSICSCHEIN HENRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 84,990 shares; 2024Q2: 83,710 shares; 2024Q3: 71,374 shares; 2024Q4: 70,846 shares; 2025Q1: 9,914 shares 9,914$679K1.61%-60,932Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,736 shares; 2024Q2: 9,594 shares; 2024Q3: 8,255 shares; 2024Q4: 8,169 shares; 2025Q1: 2,142 shares 2,142$669K1.59%-6,027Timeline
GWWWW GRAINGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,457 shares; 2024Q2: 3,375 shares; 2024Q3: 4,537 shares; 2024Q4: 2,894 shares; 2025Q1: 669 shares 669$661K1.57%-2,225Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,465 shares; 2024Q2: 21,145 shares; 2024Q3: 17,923 shares; 2024Q4: 17,923 shares; 2025Q1: 5,154 shares 5,154$659K1.56%-12,769Timeline
SCCOSOUTHERN COPPER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,580 shares; 2024Q2: 27,310 shares; 2024Q3: 23,295 shares; 2024Q4: 23,438 shares; 2025Q1: 6,803 shares 6,803$636K1.51%-16,635Timeline
NVSTENVISTA HOLDINGS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 93,266 shares; 2024Q2: 91,754 shares; 2024Q3: 79,089 shares; 2024Q4: 79,089 shares; 2025Q1: 30,397 shares 30,397$525K1.24%-48,692Timeline
SMGSCOTTS MIRACLE-GRO COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,702 shares; 2024Q2: 21,233 shares; 2024Q3: 18,934 shares; 2024Q4: 18,640 shares; 2025Q1: 7,357 shares 7,357$404K0.96%-11,283Timeline
BIDUBAIDU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,680 shares; 2024Q2: 15,903 shares; 2024Q3: 14,396 shares; 2024Q4: 14,396 shares; 2025Q1: 3,421 shares 3,421$315K0.75%-10,975Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TRPTC ENERGY CORP295,632$13.8Mshares
RYAAYRYANAIR HOLDINGS PLC319,516$10.8Mshares
ICLICL GROUP LTD1,163,054$5.75Mshares
BCBRUNSWICK CORP23,450$1.52Mshares
SOBOSOUTH BOW CORP60,429$1.43Mshares
METAMETA PLATFORMS INC2,411$1.41Mshares
WMTWALMART INC15,527$1.4Mshares
MHKMOHAWK INDS INC4,901$584Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-001933 base2025-05-15acceptance time not in the bulk data set