Santa Monica Partners
Lawrence J. Goldstein
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
11
Market Value
$182.1M
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| - Texas Pacific Land Corporation | - | - | - | - |
| MA | 28.3% | 28.5% | 35.4% | 34.1% |
| BELFB | 12.2% | 7.5% | 7.0% | 5.6% |
| GRMN | 5.2% | 5.3% | 5.0% | 5.9% |
| BCPC | 4.7% | 4.8% | 10.9% | 10.6% |
| BELFA | 3.7% | 2.4% | 2.2% | 1.6% |
| BR | 3.0% | 3.7% | 5.5% | 5.7% |
| BRK.A | 1.6% | 1.6% | 1.8% | 1.8% |
| LB | 0.8% | 0.7% | 0.5% | 0.9% |
| MCB | 0.4% | 0.4% | 0.4% | 0.3% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
MA+11.73%
GRMN+23.39%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
BELFB-21.20%
Sector Analysis
Energy1.3%
Materials7.8%
Financials50.8%
Technology40.1%
Trading Summary
No stocks in this category