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Westhampton Capital, LLC - Portfolio Stock Holdings

Westhampton Capital, LLC disclosed 135 stock positions in a recent SEC 13F filing. $238,630,800 of stock holdings were filed, with the largest holdings including AAPL, LRCX, and ETN. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $238,519,094 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

135

Est. Stock Holding Value:

$238,630,800

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Westhampton Capital, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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