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KIRTLAND HILLS CAPITAL MANAGEMENT, LLC Historic Quarter Change: USA Stocks, Reduced

KIRTLAND HILLS CAPITAL MANAGEMENT, LLC historic quarter change: USA Stocks, Reduced

In share positions in stocks (listed in the US), over 9 quarters from 2024-03-31 to 2026-06-30, KIRTLAND HILLS CAPITAL MANAGEMENT, LLC opened 46 positions, added to 592, reduced 236 and sold out of 43.

  • Q2 2026: Stock SNOW; Country of operation United States; Class COM; Shares before 41,673.
  • Q2 2026: Stock BN; Country of operation —; Class COM; Shares before 153,530.
  • Q2 2026: Stock HONZZZZ; Country of operation —; Class COM; Shares before 5,607.
  • Q2 2026: Stock MELI; Country of operation —; Class COM; Shares before 2,006.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2019084), 9 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-11); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SNOW
SNOWFLAKE INC CLASS A
United StatesCOM41,67340,675-998$6,467,854$10,351,788+$3,883,9342026-08-12
Q2 2026BN
BROOKFIELD CORP FCLASS A
COM153,530149,506-4,024$7,087,835$6,367,439-$720,3962026-08-12
Q2 2026HONZZZZ
HONEYWELL INTL INC
COM5,6072,875-2,732$1,234,608$643,713-$590,8952026-08-12
Q2 2026MELI
MERCADOLIBRE INC
COM2,0061,998-8$3,706,125$3,391,385-$314,7402026-08-12
Q2 2026TSCO
TRACTOR SUPPLY CO
United StatesCOM14,5158,227-6,288$557,221$260,061-$297,1602026-08-12
Q2 2026SHOP
SHOPIFY INC FCLASS A
FGC14,04113,725-316$1,851,446$1,567,121-$284,3252026-08-12
Q2 2026BSX
BOSTON SCIENTIFIC CORP
United StatesCOM9,8009,744-56$633,472$415,874-$217,5982026-08-12
Q2 2026BX
BLACKSTONE INC
United StatesCOM10,47410,151-323$1,367,647$1,194,503-$173,1442026-08-12
Q2 2026PEP
PEPSICO INC
United StatesCOM7,1236,836-287$1,097,059$925,644-$171,4152026-08-12
Q2 2026ISRG
INTUITIVE SURGICAL INC
United StatesCOM1,6051,578-27$774,847$627,539-$147,3082026-08-12
Q2 2026J
JACOBS SOLUTIONS INC
United StatesCOM24,50023,690-810$3,121,418$2,984,940-$136,4782026-08-12
Q2 2026SPGI
S&P GLOBAL INC
United StatesCOM2,9032,886-17$1,302,236$1,175,516-$126,7202026-08-12
Q2 2026VZ
VERIZON COMMUNICATIONS I
United StatesCOM10,5348,538-1,996$484,235$361,491-$122,7442026-08-12
Q2 2026MCO
MOODYS CORP
United StatesCOM5,2625,220-42$2,470,985$2,364,222-$106,7632026-08-12
Q2 2026TMO
THERMO FISHER SCIENTIFIC
United StatesCOM1,8571,759-98$959,693$882,085-$77,6082026-08-12
Q2 2026TYL
TYLER TECHNOLOGIES INC
United StatesCOM998916-82$344,490$267,893-$76,5972026-08-12
Q2 2026SYK
STRYKER CORP
United StatesCOM3,2383,191-47$1,066,176$1,004,727-$61,4492026-08-12
Q2 2026BKNG
BOOKING HLDGS INC
United StatesCOM4,6504,335-315$831,374$772,670-$58,7042026-08-12
Q2 2026BRKB
BERKSHIRE HATHAWAY CLASS B
COM1,3681,361-7$636,864$681,031+$44,1672026-08-12
Q2 2026ORLY
O REILLY AUTOMOTIVE INC
United StatesCOM4,2154,173-42$396,653$384,292-$12,3612026-08-12
Q2 2026VRSK
VERISK ANALYTICS INC CLASS A
United StatesCOM3,5493,477-72$635,002$624,146-$10,8562026-08-12
Q2 2026DHR
DANAHER CORP
United StatesCOM7,9607,697-263$1,472,601$1,466,117-$6,4842026-08-12
Q2 2026ABT
ABBOTT LABS
United StatesCOM4,5164,502-14$414,287$408,480-$5,8072026-08-12

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