Skip to main content
Livermore
Livermore
ZHEN

Westhampton Capital, LLC

SEC CIK
0001639997
Latest filing
Jul 14, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Jul 19, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
116
−2 vs. Q1 2024
Portfolio value
$184.5M
+$1.33M (+0.7%) vs. Q1 2024
Filed
Jul 19, 2024
SEC
Holdings of Westhampton Capital, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
GOOGLAlphabet Inc.Stock15,832$2.88M1.6%−100−0.6%ReducedHistory
PANWPalo Alto Networks IncStock9,202$3.12M1.7%+40.0%AddedHistory
QCOMQualcomm IncStock15,871$3.16M1.7%00.0%UnchangedHistory
CLXClorox CoStock24,356$3.32M1.8%+277+1.2%AddedHistory
WDFCWD 40 CoCOM16,737$3.68M2.0%00.0%UnchangedHistory
LRCXLam Research CorpCOM3,488$3.71M2.0%−4−0.1%ReducedHistory
MSFTMicrosoft CorpStock8,524$3.81M2.1%00.0%UnchangedHistory
PHParker-Hannifin CorpStock7,585$3.84M2.1%+100+1.3%AddedHistory
CMICummins IncStock14,460$4.00M2.2%00.0%UnchangedHistory
PEPPepsiCo IncStock28,102$4.63M2.5%+300+1.1%AddedHistory
PGProcter & Gamble CoStock29,766$4.91M2.7%+300+1.0%AddedHistory
AVGOBroadcom Inc.Stock3,225$5.18M2.8%−25−0.8%ReducedHistory
WMWaste Management IncStock24,420$5.21M2.8%+550+2.3%AddedHistory
NVDANVIDIA CorpStock42,690$5.27M2.9%−1,850−4.2%ReducedConverted for a 10-for-1 splitHistory
ETNEaton Corp plcStock25,217$7.91M4.3%+300+1.2%AddedHistory
AAPLApple Inc.Stock97,846$20.6M11.2%−1,610−1.6%ReducedHistory

Sold out since Q1 2024 (5)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Westhampton Capital, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
CVSCVS Health CorpStock4,330$345.4K0.2%History
VMCVulcan Materials COCOM1,000$272.9K0.1%History
EMNEastman Chemical CoStock2,650$265.6K0.1%History
NSCNorfolk Southern CorpStock900$229.4K0.1%History
VZVerizon Communications IncStock5,015$210.4K0.1%History