Eldred Rock Partners, LLC: LRCX position timeline

Eldred Rock Partners, LLC held 71,685 LRCX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 71,685 shares

   Change vs previous 13F +434 shares

   5.23% of the 13F portfolio, value $23,549,239.

   13F-HR 0001984180-26-000005 filed by Eldred Rock Partners, LLC
   Accepted 2026-10-13 13:44:01 UTC, ingested 2026-10-13 13:45:13 UTC

2. period ended2026-06-30

   13F 71,251 shares

   Change vs previous 13F +4,289 shares

   6.64% of the 13F portfolio, value $30,875,196.

   13F-HR 0001984180-26-000004 filed by Eldred Rock Partners, LLC
   Filed 2026-07-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 66,962 shares

   Change vs previous 13F -20,655 shares

   3.64% of the 13F portfolio, value $14,307,101.

   13F-HR 0001984180-26-000003 filed by Eldred Rock Partners, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 87,617 shares

   Change vs previous 13F -93,986 shares

   3.89% of the 13F portfolio, value $14,998,278.

   13F-HR 0001984180-26-000002 filed by Eldred Rock Partners, LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F/A 181,603 shares

   Change vs previous 13F +19,657 shares

   6.08% of the 13F portfolio, value $24,363,862.

   13F-HR/A 0001984180-25-000015 filed by Eldred Rock Partners, LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 161,946 shares

   Change vs previous 13F -8,623 shares

   4.79% of the 13F portfolio, value $15,763,824.

   13F-HR 0001085146-25-003675 filed by Eldred Rock Partners, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 170,569 shares

   Change vs previous 13F +15,976 shares

   3.78% of the 13F portfolio, value $12,394,666.

   13F-HR 0001085146-25-001960 filed by Eldred Rock Partners, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 154,593 shares

   Change vs previous 13F not available

   3.83% of the 13F portfolio, value $11,161,185.

   13F-HR 0001085146-25-000246 filed by Eldred Rock Partners, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).