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ARMSTRONG HENRY H ASSOCIATES INC
hedge fundUpdated 29 days agoManaged by Armstrong Henry H Associates Inc • Latest filing Q3 2026
Portfolio value
$1.1B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
5.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $1.1B |
| Q1 2026 | $981.4M |
| Q2 2026 | $1B |
| Q3 2026 | $1.1B |
Top holdings
61 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $317.7M | 619.4K | 28.41% | Trimmed(-0.5%) | |
| 2 | $200.2M | 268 | 17.90% | Trimmed(-0.7%) | |
| 3 | $185.5M | 372.5K | 16.59% | Added(+25503.7%) | |
| 4 | $85.4M | 322.6K | 7.64% | Trimmed(-0.1%) | |
| 5 | $66.4M | 146.2K | 5.94% | Added(+1.3%) | |
| 6 | $50.3M | 346.1K | 4.50% | Trimmed(-1.1%) | |
| 7 | $31.6M | 92.7K | 2.83% | Added(+0.0%) | |
| 8 | $18.9M | 69.6K | 1.69% | Added(+1.3%) | |
| 9 | $18.7M | 56.2K | 1.67% | Trimmed(-0.8%) | |
| 10 | $17.2M | 9.5K | 1.54% | Added(+13.9%) | |
| 11 | $16.1M | 57.8K | 1.44% | Added(+3.6%) | |
| 12 | $14.3M | 288.9K | 1.28% | Added(+6.9%) | |
| 13 | $10.6M | 123.0K | 0.95% | Trimmed(-3.7%) | |
| 14 | $8.3M | 24.3K | 0.75% | Trimmed(-0.2%) | |
| 15 | $7.5M | 86.4K | 0.67% | Trimmed(-8.3%) | |
| 16 | $7M | 12.6K | 0.62% | Added(+1.6%) | |
| 17 | $4.5M | 17.0K | 0.40% | Trimmed(-3.4%) | |
| 18 | $4.3M | 53.2K | 0.39% | Added(+30.1%) | |
| 19 | $3.8M | 12.0K | 0.34% | Unchanged | |
| 20 | $3.6M | 4.7K | 0.32% | Added(+0.0%) |