Weybosset Research & Management LLC
Weybosset Research & Management LLC reported 32 US-listed holdings worth $347.3 million in its 13F for the quarter ended 30 September 2026, filed 19 October 2026. Its largest: Keysight Technologies, Inc. (9.9%), Deere & Co. (8.7%) and Federal Agric MTG Corp. (6.1%). Against the quarter before, it opened 1 position, added to 4, trimmed 19 and sold out of 1.
The 14 largest of its 32 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +23.8% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 1
- ExxonMobil Holdings Corp. XOM$859,646
Added to 4
- A2Z CUST2MATE Solutions Corp. AZ+160,075 shares · +9%
- Amazon.com Inc. AMZN+277 shares · +1%
- Labcorp Holdings Inc. LH+214 shares · +1%
- C. H. Robinson Worldwide, Inc. CHRW+91 shares · +0%
Trimmed 19
- Keysight Technologies, Inc. KEYS-3,745 shares · -4%
- Copart Inc. CPRT-48,600 shares · -8%
- Berkshire Hathaway Inc. Class B BRKB-1,850 shares · -7%
- Deere & Co. DE-984 shares · -2%
- Eagle Materials Inc. EXP-2,540 shares · -6%
- Jack Henry & Associates Inc. JKHY-2,550 shares · -26%
- Federal Agric MTG Corp. AGM-1,721 shares · -2%
- Cisco Systems, Inc. CSCO-3,065 shares · -2%
and 11 more in the table below
Sold out of 1
- Intuitive Surgical Inc. ISRG$290,306 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Keysight Technologies, Inc. KEYS | 94.9K | $34.5 million | 9.95% | -3.7K |
| Deere & Co. DE | 45.1K | $30.3 million | 8.71% | -984 |
| Federal Agric MTG Corp. AGM | 102.5K | $21.2 million | 6.11% | -1.7K |
| Ftai Aviation Ltd FTAI | 120.3K | $20.1 million | 5.78% | -545 |
| Cummins Inc. CMI | 36.8K | $19.0 million | 5.47% | -373 |
| Alphabet Inc. GOOGL | 54.4K | $18.7 million | 5.39% | -868 |
| TJX Companies Inc. TJX | 131.8K | $17.4 million | 5.02% | -1.8K |
| Copart Inc. CPRT | 595.6K | $16.2 million | 4.68% | -48.6K |
| Cisco Systems, Inc. CSCO | 146.8K | $15.8 million | 4.55% | -3.1K |
| General Dynamics Corp. GD | 41.4K | $13.7 million | 3.95% | -585 |
| Williams Companies, Inc. WMB | 197.6K | $13.4 million | 3.87% | -2.1K |
| Johnson & Johnson JNJ | 49.9K | $13.2 million | 3.80% | -958 |
| New York Times Co. NYT | 204.3K | $13.0 million | 3.75% | -1.9K |
| Labcorp Holdings Inc. LH | 39.7K | $12.2 million | 3.52% | +214 |
| Berkshire Hathaway Inc. Class B BRKB | 24.4K | $12.2 million | 3.50% | -1.9K |
| A2Z CUST2MATE Solutions Corp. AZ | 2.0M | $11.4 million | 3.30% | +160.1K |
| Amazon.com Inc. AMZN | 45.5K | $11.3 million | 3.26% | +277 |
| Bank Ozk Little Rock ARK OZK | 240.0K | $11.0 million | 3.18% | -2.2K |
| Chubb Ltd. CB | 33.8K | $11.0 million | 3.16% | +17 |
| Canadian Natl Ry Co. CNI | 87.1K | $10.4 million | 2.98% | -827 |
| Eagle Materials Inc. EXP | 37.7K | $6.4 million | 1.86% | -2.5K |
| C. H. Robinson Worldwide, Inc. CHRW | 30.7K | $4.5 million | 1.31% | +91 |
| Expeditors International of Washington Inc. EXPD | 22.8K | $4.2 million | 1.21% | -4 |
| Ingredion Inc. INGR | 19.9K | $1.9 million | 0.55% | no change |
| Jack Henry & Associates Inc. JKHY | 7.3K | $1.0 million | 0.30% | -2.5K |
| ExxonMobil Holdings Corp. XOM | 5.3K | $859,646 | 0.25% | new |
| Apple Inc. AAPL | 1.5K | $484,152 | 0.14% | -157 |
| SPDR S&P 500 SPY | 603 | $459,866 | 0.13% | no change |
| InterDigital, Inc. IDCC | 1.0K | $327,700 | 0.09% | no change |
| Tesla, Inc. TSLA | 785 | $278,526 | 0.08% | no change |
| Biohaven Ltd BHVN | 20.0K | $267,000 | 0.08% | no change |
| NRG Energy, Inc. NRG | 2.3K | $223,343 | 0.06% | no change |