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Centerstone Investors, LLC Current Holdings: USA Stocks

Centerstone Investors, LLC current holdings: USA Stocks

Centerstone Investors, LLC reported $0.02 billion in share positions in stocks (listed in the US), 18 positions, in its Form 13F for the quarter ended 2025-12-31; the largest are GLD, FNV, TSLA.

  • GLD: Country of operation United States; Class GOLD SHS; Shares 16,495; Value $6,537,133.
  • FNV: Country of operation —; Class COM; Shares 6,611; Value $1,370,328.
  • TSLA: Country of operation United States; Class COM; Shares 3,000; Value $1,349,160.
  • DG: Country of operation United States; Class COM; Shares 9,077; Value $1,205,153.

Form 13F-HR as filed (SEC CIK 1766788): quarter ended 2025-12-31, filed 2026-01-30. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2025-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
GLD
SPDR Gold Shares USD Class
United StatesGOLD SHS16,495$6,537,13330.33%2025-12-312026-01-30-3.39%
FNV
Franco-Nevada Corporation
COM6,611$1,370,3286.36%2025-12-312026-01-30+19.62%
TSLA
Tesla Inc.
United StatesCOM3,000$1,349,1606.26%2025-12-312026-01-30-21.54%
DG
Dollar General Corporation
United StatesCOM9,077$1,205,1535.59%2025-12-312026-01-30-7.63%
EMR
Emerson Electric Company
United StatesCOM8,426$1,118,2995.19%2025-12-312026-01-30+18.47%
SCCO
Southern Copper Corporation
United StatesCOM6,998$1,004,0004.66%2025-12-312026-01-30+43.73%
CVX
Chevron Corporation
United StatesCOM6,144$936,4074.34%2025-12-312026-01-30+34.10%
ROST
Ross Stores Inc.
United StatesCOM5,154$928,4424.31%2025-12-312026-01-30+30.12%
DIS
Walt Disney Company (The)
United StatesCOM7,872$895,5984.16%2025-12-312026-01-30-7.35%
CSL
Carlisle Companies Inc.
United StatesCOM2,632$841,8723.91%2025-12-312026-01-30+1.81%
ORLY
O'Reilly Automotive Inc.
United StatesCOM8,355$762,0603.54%2025-12-312026-01-30-5.64%
HSIC
Henry Schein Inc.
United StatesCOM9,914$749,3003.48%2025-12-312026-01-30+12.42%
GWW
WW Grainger Inc.
United StatesCOM669$675,0543.13%2025-12-312026-01-30+23.75%
NVST
Envista Holdings Corporation
United StatesCOM30,397$659,9193.06%2025-12-312026-01-30+7.46%
MCD
McDonald's Corporation
United StatesCOM2,142$654,6593.04%2025-12-312026-01-30-23.44%
CPAY
Corpay Inc.
United StatesCOM SHS2,147$646,0973.00%2025-12-312026-01-30+30.50%
SMG
Scotts Miracle-Gro Company (The)
United StatesCL A7,357$429,2811.99%2025-12-312026-01-30-15.17%
KMX
CarMax Inc.
United StatesCOM8,920$344,6691.60%2025-12-312026-01-30+53.29%

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