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Gurus
Value
BROYHILL ASSET MANAGEMENT, LLC (Data extracted from 13F, 13D, 13G and Form 4)

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BROYHILL ASSET MANAGEMENT, LLC

13-F Portfolio Value: $108.22 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 44.28%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
AVTR	AVANTOR INC				-277,534	Exited		13F
BALL	BALL CORP				-58,023	Exited		13F
BDX	BECTON DICKINSON & CO				-1,068	Exited		13F
BRKA	BERKSHIRE HATHAWAY INC DEL				-3	Exited		13F
MHN	BLACKROCK MUNIHLDGS NY QLTY				-10,000	Exited		13F
FDX	FEDEX CORP				-870	Exited		13F
FMS	FRESENIUS MEDICAL CARE AG				-77,537	Exited		13F
KW	KENNEDY-WILSON HOLDINGS INC				-17,450	Exited		13F
NATH	NATHANS FAMOUS INC NEW				-4,900	Exited		13F
NAN	NUVEEN NEW YORK QLT MUN INC				-10,000	Exited		13F
FUN	SIX FLAGS ENTERTAINMENT CORP				-11,642	Exited		13F
SBUX	STARBUCKS CORP				-3,835	Exited		13F
VB	VANGUARD INDEX FDS				-793	Exited		13F