— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

SANTA MONICA PARTNERS LP

Q2 2025 · Filed 2025-08-13
Market Value
$108M
+1.9%
Holdings
9
-5
New Purchases
0
Added To
0
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BELFB 6.11% 4.77% +1.34% $7M
BELFA 1.95% 1.59% +0.36% $2M
MA 53.13% 52.80% +0.33% $57M
MCB 0.51% 0.41% +0.09% $547K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BCPC 17.68% 18.79% -1.10% $19M
GRMN 7.87% 8.34% -0.47% $9M
BRK-A 2.70% 3.01% -0.31% $3M
BR 9.17% 9.33% -0.15% $10M
LB 0.88% 0.95% -0.07% $946K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $60M 55.8%
Large Cap 2 $18M 17.0%
Mid Cap 4 $29M 26.6%
Small Cap 1 $547K 0.5%

Portfolio Analytics

Avg Market Cap
$174.5B
Median Market Cap
$6.1B
Avg P/E
33.8
Median P/E
28.5
Avg Dividend Yield
0.01%
Avg Beta
0.90
# Stocks
9
# ETFs / Funds
0

Top Holdings (9 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MA 53.13% 102,170 $57M $561.94 $1M
2 BCPC 17.68% 120,014 $19M $159.20 -$816K
3 BR 9.17% 40,793 $10M $243.03 $23K
4 GRMN 7.87% 40,755 $9M $208.71 -$343K
5 BELFB 6.11% 67,634 $7M $97.69 $2M
6 BRK-A 2.70% 4 $3M $728,750.00 -$279K
7 BELFA 1.95% 23,434 $2M $89.87 $417K
8 LB 0.88% 14,000 $946K $67.57 -$61K
9 MCB 0.51% 7,811 $547K $70.03 $110K
View SEC EDGAR Filings for SANTA MONICA PARTNERS LP →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms