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LaFleur & Godfrey LLC
hedge fundUpdated 9 days agoManaged by Lafleur & Godfrey Llc • Latest filing Q3 2026
Portfolio value
$831.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
0.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $824.7M |
| Q4 2025 | $825.8M |
| Q1 2026 | $803.2M |
| Q2 2026 | $842.1M |
| Q3 2026 | $831.8M |
Top holdings
144 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $65M | 195.1K | 7.81% | Trimmed(-3.7%) | |
| 2 | $42.9M | 83.6K | 5.15% | Trimmed(-0.4%) | |
| 3 | $38.8M | 117.2K | 4.66% | Trimmed(-4.5%) | |
| 4 | $32.3M | 122.0K | 3.88% | Trimmed(-3.3%) | |
| 5 | $30.2M | 37.3K | 3.64% | Trimmed(-7.5%) | |
| 6 | $25M | 489.9K | 3.01% | Added(+1.1%) | |
| 7 | $23.8M | 127.2K | 2.86% | Added(+3.6%) | |
| 8 | $23.1M | 124.3K | 2.77% | Trimmed(-5.8%) | |
| 9 | $22.8M | 82.9K | 2.74% | Added(+9.4%) | |
| 10 | $21.5M | 61.2K | 2.58% | Trimmed(-10.6%) | |
| 11 | $19.8M | 29.3K | 2.38% | Trimmed(-2.7%) | |
| 12 | $19.2M | 69.9K | 2.31% | Trimmed(-2.5%) | |
| 13 | $18.2M | 69.6K | 2.19% | Trimmed(-4.8%) | |
| 14 | $17.8M | 54.1K | 2.14% | Trimmed(-3.7%) | |
| 15 | $17.4M | 69.8K | 2.09% | Added(+1.6%) | |
| 16 | $16.4M | 64.7K | 1.98% | Added(+0.3%) | |
| 17 | $14M | 57.3K | 1.69% | Added(+2.4%) | |
| 18 | $13.2M | 87.5K | 1.59% | — | |
| 19 | $13.1M | 64.0K | 1.57% | Trimmed(-1.7%) | |
| 20 | $13M | 42.7K | 1.56% | Added(+0.3%) |