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Livermore
Livermore
ZHEN

Westhampton Capital, LLC

SEC CIK
0001639997
Latest filing
Jul 14, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Jul 17, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
112
−2 vs. Q1 2023
Portfolio value
$154.0M
−$1.75M (−1.1%) vs. Q1 2023
Filed
Jul 17, 2023
SEC
Holdings of Westhampton Capital, LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
AVGOBroadcom Inc.Stock3,215$2.79M1.8%−155−4.6%ReducedHistory
MSFTMicrosoft CorpStock8,572$2.92M1.9%+36+0.4%AddedHistory
PHParker-Hannifin CorpStock7,660$2.99M1.9%−20−0.3%ReducedHistory
WDFCWD 40 CoCOM17,027$3.21M2.1%00.0%UnchangedHistory
CRICarters IncCOM47,200$3.43M2.2%−1,000−2.1%ReducedHistory
CMICummins IncStock14,560$3.57M2.3%00.0%UnchangedHistory
CLXClorox CoStock24,306$3.87M2.5%−109−0.4%ReducedHistory
WMWaste Management IncStock24,705$4.28M2.8%00.0%UnchangedHistory
PGProcter & Gamble CoStock29,056$4.41M2.9%−45−0.2%ReducedHistory
PEPPepsiCo IncStock27,054$5.01M3.3%+215+0.8%AddedHistory
ETNEaton Corp plcStock26,866$5.40M3.5%−127−0.5%ReducedHistory
AAPLApple Inc.Stock103,368$20.1M13.0%−2,265−2.1%ReducedHistory

Sold out since Q1 2023 (10)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Westhampton Capital, LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
MKCMcCormick & Co IncStock28,116$2.34M1.5%History
DEDeere & CoStock5,290$2.18M1.4%History
JNJJohnson & JohnsonStock13,773$2.13M1.4%History
CHDChurch & Dwight Co IncCOM23,825$2.11M1.4%History
LLYEli Lilly & CoStock2,259$775.8K0.5%History
JPMJPMorgan Chase & CoStock5,757$750.2K0.5%History
MRKMerck & Co., Inc.Stock5,505$585.7K0.4%History
LEGLeggett & Platt IncStock11,900$379.4K0.2%History
IFFInternational Flavors & Fragrances IncCOM3,586$329.8K0.2%History
BUDAnheuser-Busch InBev SA/NVADR3,932$262.4K0.2%History