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SANTA MONICA PARTNERS LP

Q3 2025 · Filed 2025-11-12
Market Value
$113M
+4.8%
Holdings
9
New Purchases
0
Added To
1
Closed
0
Reduced
0
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BELFB 8.42% 6.11% +2.31% $10M
GRMN 8.86% 7.87% +0.99% $10M
BELFA 2.41% 1.95% +0.46% $3M
LB 1.32% 0.88% +0.44% $1M
MCB 0.52% 0.51% +0.01% $584K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MA 51.32% 53.13% -1.81% $58M
BCPC 15.90% 17.68% -1.78% $18M
BR 8.58% 9.17% -0.59% $10M
BRK-A 2.66% 2.70% -0.03% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $61M 54.0%
Large Cap 2 $20M 17.4%
Mid Cap 4 $32M 28.1%
Small Cap 1 $584K 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 51.32% 102,170 $58M $568.81 $702K
2 BCPC 15.90% 120,014 $18M $150.06 -$1M
3 GRMN 8.86% 40,755 $10M $246.23 $2M
4 BR 8.58% 40,793 $10M $238.18 -$198K
5 BELFB 8.42% 67,634 $10M $141.02 $3M
6 BRK-A 2.66% 4 $3M $754,250.00 $102K
7 BELFA 2.41% 23,434 $3M $116.37 $621K
8 LB 1.32% 28,000 $1M $53.36 $548K +14,000 +100.0%
9 MCB 0.52% 7,811 $584K $74.77 $37K
View SEC EDGAR Filings for SANTA MONICA PARTNERS LP →

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