Weybosset Research & Management LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Fund holdings are an important aspect of investment management, providing crucial insights into the investment strategies and performance of various funds. In this blog post, we will analyze the changes in holdings of Weybosset Research & Management LLC from Q2 2023 to Q3 2023, based on the latest 13F filings.

COPART INC:

During Q2 2023, Weybosset Research & Management LLC held 367,603 shares of COPART INC, with a total value of $33,529,000. However, in Q3 2023, the number of shares increased significantly to 724,411. Despite the increase in shareholdings, the value of the shares decreased to $31,215,000, indicating a decrease of 6.9%.

DEERE & CO:

Weybosset Research & Management LLC held 52,454 shares of DEERE & CO in Q2 2023, with a total value of $21,254,000. This number decreased slightly to 51,867 shares in Q3 2023. The value of the shares also declined to $19,574,000, resulting in a decrease of 7.9%.

FEDERAL AGRIC MTG CORP:

The fund held 122,859 shares of FEDERAL AGRIC MTG CORP in Q2 2023, with a value of $17,660,000. In Q3 2023, the share count decreased to 120,795, but the value of the shares increased to $18,639,000, representing a change of 5.5%.

KEYSIGHT TECHNOLOGIES INC:

Weybosset Research & Management LLC had 105,749 shares of KEYSIGHT TECHNOLOGIES INC in Q2 2023, valued at $17,708,000. In Q3 2023, the fund slightly increased its shareholdings to 106,851, but the value of the shares dropped to $14,137,000, resulting in a decrease of 20.2%.

BERKSHIRE HATHAWAY INC DEL:

During Q2 2023, Weybosset Research & Management LLC held 39,965 shares of BERKSHIRE HATHAWAY INC DEL, with a total value of $13,628,000. In Q3 2023, the number of shares decreased to 39,482, but the value of the shares increased slightly to $13,831,000, indicating a change of 1.5%.

TJX COS INC NEW:

The fund held 154,418 shares of TJX COS INC NEW in Q2 2023, valued at $13,093,000. In Q3 2023, the share count decreased to 152,906, but the value of the shares increased to $13,590,000, representing a change of 3.8%.

HEXCEL CORP NEW:

Weybosset Research & Management LLC had 182,949 shares of HEXCEL CORP NEW in Q2 2023, valued at $13,908,000. In Q3 2023, the fund slightly decreased its shareholdings to 182,191, and the value of the shares decreased to $11,868,000, resulting in a decrease of 14.7%.

SCIENCE APPLICATIONS INTL CO:

During Q2 2023, Weybosset Research & Management LLC held 101,804 shares of SCIENCE APPLICATIONS INTL CO, with a total value of $11,451,000. In Q3 2023, the number of shares decreased to 101,024, but the value of the shares decreased slightly to $10,662,000, indicating a decrease of 6.9%.

GENERAL DYNAMICS CORP:

The fund held 46,968 shares of GENERAL DYNAMICS CORP in Q2 2023, valued at $10,105,000. In Q3 2023, the share count decreased slightly to 46,810, but the value of the shares increased to $10,344,000, resulting in a change of 2.4%.

CUMMINS INC:

Weybosset Research & Management LLC had 44,362 shares of CUMMINS INC in Q2 2023, valued at $10,876,000. In Q3 2023, the fund slightly decreased its shareholdings to 44,117, and the value of the shares decreased to $10,079,000, resulting in a decrease of 7.3%.

This analysis provides an overview of the changes in holdings of Weybosset Research & Management LLC from Q2 2023 to Q3 2023. It reveals the fund's investment decisions, including increases, decreases, and changes in the value of their holdings for various companies. These changes can potentially offer valuable insights to investors, researchers, and market analysts.

Please note that the provided information is based on publicly available data and is for informational purposes only. It is essential to conduct further research and analysis before making any investment decisions.