Filed: 10/28/2025ACC: 0001389848-25-000021
📋 What this filing means
ARLINGTON PARTNERS LLC filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $289.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$289.41M
Total AUM (reported)
3.86M
Total Shares
Allocation by class
COM$289.41M100.0%
Portfolio Concentration
Top 3$30.14M10.4%
4–10$38.79M13.4%
11–25$77.00M26.6%
Rest$143.48M49.6%
Top 3 weight
10.4%
Top 10 weight
23.8%
Voting Authority Distribution
Total shares with voting rights: 3.86M
Sole
Full voting authority
3.86M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:
Berkshire Hathaway Inc Cl A
SOLEShares23.00
TypeSH
Market value$17.35M
5.99%
Sole
23.00
Shared
0.00
None
0.00
Berkshire Hathaway Inc B
SOLEShares13.47K
TypeSH
Market value$6.77M
2.34%
Sole
13.47K
Shared
0.00
None
0.00
Electronic Arts Inc
SOLEShares29.85K
TypeSH
Market value$6.02M
2.08%
Sole
29.85K
Shared
0.00
None
0.00
Estee Lauder Companies Inc.
SOLEShares67.36K
TypeSH
Market value$5.94M
2.05%
Sole
67.36K
Shared
0.00
None
0.00
Palmer Square Capital BDC Inc
SOLEShares461.61K
TypeSH
Market value$5.66M
1.96%
Sole
461.61K
Shared
0.00
None
0.00
Raytheon Technologies Corp
SOLEShares32.97K
TypeSH
Market value$5.52M
1.91%
Sole
32.97K
Shared
0.00
None
0.00
Apple Inc
SOLEShares21.59K
TypeSH
Market value$5.50M
1.90%
Sole
21.59K
Shared
0.00
None
0.00
GSK PLC ADR
SOLEShares125.75K
TypeSH
Market value$5.43M
1.88%
Sole
125.75K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares29.01K
TypeSH
Market value$5.38M
1.86%
Sole
29.01K
Shared
0.00
None
0.00
Fox Corporation Class B
SOLEShares93.77K
TypeSH
Market value$5.37M
1.86%
Sole
93.77K
Shared
0.00
None
0.00
Thermo Fisher Scientific Inc
SOLEShares10.94K
TypeSH
Market value$5.31M
1.83%
Sole
10.94K
Shared
0.00
None
0.00
General Dynamics Corp
SOLEShares15.48K
TypeSH
Market value$5.28M
1.82%
Sole
15.48K
Shared
0.00
None
0.00
Warner Music Group Corp Com Cl A
SOLEShares153.44K
TypeSH
Market value$5.23M
1.81%
Sole
153.44K
Shared
0.00
None
0.00
C.H. Robinson Worldwide Inc
SOLEShares39.47K
TypeSH
Market value$5.23M
1.81%
Sole
39.47K
Shared
0.00
None
0.00
Novo Nordisk A/S Spons Adr
SOLEShares93.01K
TypeSH
Market value$5.16M
1.78%
Sole
93.01K
Shared
0.00
None
0.00
Medtronic PLC
SOLEShares54.16K
TypeSH
Market value$5.16M
1.78%
Sole
54.16K
Shared
0.00
None
0.00
Live Nation Entertainment, Inc.
SOLEShares31.50K
TypeSH
Market value$5.15M
1.78%
Sole
31.50K
Shared
0.00
None
0.00
TKO Group Holdings Inc CL A
SOLEShares25.31K
TypeSH
Market value$5.11M
1.77%
Sole
25.31K
Shared
0.00
None
0.00
Novartis Ag Adr
SOLEShares39.63K
TypeSH
Market value$5.08M
1.76%
Sole
39.63K
Shared
0.00
None
0.00
CME Group Inc
SOLEShares18.79K
TypeSH
Market value$5.08M
1.75%
Sole
18.79K
Shared
0.00
None
0.00
Wal-Mart Stores Inc
SOLEShares49.15K
TypeSH
Market value$5.06M
1.75%
Sole
49.15K
Shared
0.00
None
0.00
Rentokil Initial plc Sponsored ADR
SOLEShares200.10K
TypeSH
Market value$5.05M
1.75%
Sole
200.10K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares37.72K
TypeSH
Market value$5.05M
1.75%
Sole
37.72K
Shared
0.00
None
0.00
Accenture Plc
SOLEShares20.44K
TypeSH
Market value$5.04M
1.74%
Sole
20.44K
Shared
0.00
None
0.00
Ebay Inc
SOLEShares55.22K
TypeSH
Market value$5.02M
1.74%
Sole
55.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Inc Cl ASOLE | COM | 23.00 | SH | $17.35M 5.99% | 23.00 | 0.00 | 0.00 |
Berkshire Hathaway Inc BSOLE | COM | 13.47K | SH | $6.77M 2.34% | 13.47K | 0.00 | 0.00 |
Electronic Arts IncSOLE | COM | 29.85K | SH | $6.02M 2.08% | 29.85K | 0.00 | 0.00 |
Estee Lauder Companies Inc.SOLE | COM | 67.36K | SH | $5.94M 2.05% | 67.36K | 0.00 | 0.00 |
Palmer Square Capital BDC IncSOLE | COM | 461.61K | SH | $5.66M 1.96% | 461.61K | 0.00 | 0.00 |
Raytheon Technologies CorpSOLE | COM | 32.97K | SH | $5.52M 1.91% | 32.97K | 0.00 | 0.00 |
Apple IncSOLE | COM | 21.59K | SH | $5.50M 1.90% | 21.59K | 0.00 | 0.00 |
GSK PLC ADRSOLE | COM | 125.75K | SH | $5.43M 1.88% | 125.75K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 29.01K | SH | $5.38M 1.86% | 29.01K | 0.00 | 0.00 |
Fox Corporation Class BSOLE | COM | 93.77K | SH | $5.37M 1.86% | 93.77K | 0.00 | 0.00 |
Thermo Fisher Scientific IncSOLE | COM | 10.94K | SH | $5.31M 1.83% | 10.94K | 0.00 | 0.00 |
General Dynamics CorpSOLE | COM | 15.48K | SH | $5.28M 1.82% | 15.48K | 0.00 | 0.00 |
Warner Music Group Corp Com Cl ASOLE | COM | 153.44K | SH | $5.23M 1.81% | 153.44K | 0.00 | 0.00 |
C.H. Robinson Worldwide IncSOLE | COM | 39.47K | SH | $5.23M 1.81% | 39.47K | 0.00 | 0.00 |
Novo Nordisk A/S Spons AdrSOLE | COM | 93.01K | SH | $5.16M 1.78% | 93.01K | 0.00 | 0.00 |
Medtronic PLCSOLE | COM | 54.16K | SH | $5.16M 1.78% | 54.16K | 0.00 | 0.00 |
Live Nation Entertainment, Inc.SOLE | COM | 31.50K | SH | $5.15M 1.78% | 31.50K | 0.00 | 0.00 |
TKO Group Holdings Inc CL ASOLE | COM | 25.31K | SH | $5.11M 1.77% | 25.31K | 0.00 | 0.00 |
Novartis Ag AdrSOLE | COM | 39.63K | SH | $5.08M 1.76% | 39.63K | 0.00 | 0.00 |
CME Group IncSOLE | COM | 18.79K | SH | $5.08M 1.75% | 18.79K | 0.00 | 0.00 |
Wal-Mart Stores IncSOLE | COM | 49.15K | SH | $5.06M 1.75% | 49.15K | 0.00 | 0.00 |
Rentokil Initial plc Sponsored ADRSOLE | COM | 200.10K | SH | $5.05M 1.75% | 200.10K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | COM | 37.72K | SH | $5.05M 1.75% | 37.72K | 0.00 | 0.00 |
Accenture PlcSOLE | COM | 20.44K | SH | $5.04M 1.74% | 20.44K | 0.00 | 0.00 |
Ebay IncSOLE | COM | 55.22K | SH | $5.02M 1.74% | 55.22K | 0.00 | 0.00 |
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