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SANTA MONICA PARTNERS LP

Q4 2025 · Filed 2026-02-13
Market Value
$113M
-0.1%
Holdings
9
New Purchases
0
Added To
0
Closed
0
Reduced
2
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BELFB 10.14% 8.42% +1.72% $11M
BELFA 3.14% 2.41% +0.74% $4M
MA 51.55% 51.32% +0.23% $58M
MCB 0.53% 0.52% +0.01% $596K
BRK-A 2.67% 2.66% +0.00% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GRMN 7.31% 8.86% -1.56% $8M
LB 0.78% 1.32% -0.54% $882K
BR 8.05% 8.58% -0.53% $9M
BCPC 15.84% 15.90% -0.07% $18M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $61M 54.2%
Large Cap 2 $17M 15.4%
Mid Cap 4 $34M 29.9%
Small Cap 1 $596K 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 51.55% 102,170 $58M $570.88 $212K
2 BCPC 15.84% 116,854 $18M $153.36 -$88K -3,160 -2.6%
3 BELFB 10.14% 67,634 $11M $169.63 $2M
4 BR 8.05% 40,793 $9M $223.18 -$612K
5 GRMN 7.31% 40,755 $8M $202.85 -$2M
6 BELFA 3.14% 23,434 $4M $151.79 $830K
7 BRK-A 2.67% 4 $3M $754,750.00 $2K
8 LB 0.78% 18,000 $882K $49.00 -$612K -10,000 -35.7%
9 MCB 0.53% 7,811 $596K $76.30 $12K
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