Knuff & Co LLC
- SEC CIK
- 0001768089
- Latest filing
- Aug 10, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 6, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 117
- −3 vs. Q3 2023
- Portfolio value
- $274.3M
- +$23.5M (+9.4%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 15,025 | $5.36M | 2.0% | +332+2.3% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 14,181 | $5.77M | 2.1% | −251−1.7% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 11,474 | $6.09M | 2.2% | −246−2.1% | Reduced | History |
| CATCaterpillar Inc | Stock | 21,157 | $6.26M | 2.3% | +150+0.7% | Added | History |
| AMZNAmazon Com Inc | Stock | 41,950 | $6.37M | 2.3% | +1,244+3.1% | Added | History |
| ALBAlbemarle Corp | Stock | 44,644 | $6.45M | 2.4% | −3,900−8.0% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 67,313 | $6.73M | 2.5% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 27,900 | $6.90M | 2.5% | −600−2.1% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 10,585 | $6.99M | 2.5% | −141−1.3% | Reduced | History |
| MELIMercadolibre Inc | COM | 4,449 | $6.99M | 2.5% | +662+17.5% | Added | History |
| FTNTFortinet, Inc. | Stock | 122,795 | $7.19M | 2.6% | +1,296+1.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 51,710 | $7.29M | 2.7% | +2,015+4.1% | Added | History |
| NFLXNetflix Inc | Stock | 19,211 | $9.35M | 3.4% | −130−0.7% | Reduced | History |
| TTDTrade Desk, Inc. | Stock | 135,655 | $9.76M | 3.6% | +1,515+1.1% | Added | History |
| PGProcter & Gamble Co | Stock | 144,668 | $21.2M | 7.7% | +200.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 59,571 | $22.4M | 8.2% | +323+0.5% | Added | History |
| AAPLApple Inc. | Stock | 162,794 | $31.3M | 11.4% | +1,125+0.7% | Added | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| TTDTrade Desk, Inc. | Stock | – | $38.0K |
Sold out since Q3 2023 (13)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| INMDInMode Ltd. | SHS | 23,500 | $715.8K | 0.3% | History |
| APDAir Products & Chemicals, Inc. | Stock | 600 | $170.0K | 0.1% | History |
| iShares Tr464288851 | US OIL GS EX ETF | 1,567 | $152.8K | 0.1% | – |
| COHRCoherent Corp. | COM | 3,100 | $101.2K | <0.1% | History |
| BACBank of America Corp | Stock | 2,750 | $75.3K | <0.1% | History |
| AAgilent Technologies, Inc. | COM | 610 | $68.2K | <0.1% | History |
| DEODiageo PLC | SPON ADR NEW | 413 | $61.6K | <0.1% | History |
| AVYAvery Dennison Corp | COM | 250 | $45.7K | <0.1% | History |
| KMIKinder Morgan, Inc. | Stock | 1,950 | $32.3K | <0.1% | History |
| CARRCarrier Global Corp | Stock | 575 | $31.7K | <0.1% | History |
| MBCMasterBrand, Inc. | COMMON STOCK | 2,000 | $24.3K | <0.1% | History |
| NEOGNeogen Corp | COM | 541 | $10.0K | <0.1% | History |
| DLRDigital Realty Trust, Inc. | COM | 10 | $1.21K | <0.1% | History |