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West Branch Capital LLC
hedge fundUpdated 16 days agoManaged by West Branch Capital Llc • Latest filing Q3 2026
Portfolio value
$441.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
18.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $388.1M |
| Q1 2026 | $373.5M |
| Q2 2026 | $430.3M |
| Q3 2026 | $441.7M |
Top holdings
388 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $48.5M | 145.7K | 10.98% | Trimmed(-1.9%) | |
| 2 | $46.3M | 202.8K | 10.49% | Trimmed(-1.1%) | |
| 3 | $30.5M | 88.8K | 6.91% | Trimmed(-0.7%) | |
| 4 | $28.2M | 55.0K | 6.38% | Trimmed(-0.1%) | |
| 5 | $23.8M | 95.7K | 5.40% | Added(+0.5%) | |
| 6 | ? N/A MOOG INC | $23.3M | 60.1K | 5.28% | Unchanged |
| 7 | $22.9M | 30.0K | 5.18% | Trimmed(-0.9%) | |
| 8 | $11.3M | 34.1K | 2.55% | Added(+0.4%) | |
| 9 | $11.3M | 32.0K | 2.55% | Added(+0.4%) | |
| 10 | $10.1M | 8.7K | 2.29% | Added(+0.5%) | |
| 11 | $10.1M | 69.5K | 2.28% | Added(+0.8%) | |
| 12 | $9.4M | 13.0K | 2.13% | Added(+2.8%) | |
| 13 | $9.4M | 8.8K | 2.13% | Added(+2.8%) | |
| 14 | $8.8M | 33.4K | 2.00% | Trimmed(-0.1%) | |
| 15 | $8.1M | 77.7K | 1.83% | Added(+1.1%) | |
| 16 | $8M | 22.3K | 1.81% | Added(+1.1%) | |
| 17 | $8M | 30.5K | 1.80% | Added(+0.1%) | |
| 18 | $7M | 9.1K | 1.57% | Trimmed(-1.0%) | |
| 19 | $6.6M | 13.2K | 1.49% | Added(+1.9%) | |
| 20 | $6M | 44.0K | 1.37% | Added(+2.2%) |