Instuitional Investor - Eldred Rock Partners, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Taiwan Semiconductor Mfg Co Ltd	TSM	91,061	$25,506,712	6.36%
2.	Alphabet Inc.	GOOGL	102,399	$24,893,197	6.21%
3.	Lam Research Corp	LRCX	181,603	$24,363,862	6.08%
4.	Brookfield Corp	BN	475,584	$21,744,095	5.42%
5.	Vontier Corp	VNT	475,114	$19,940,535	4.97%