Filed: 7/14/2025ACC: 0001997685-25-000010
📋 What this filing means
ARLINGTON PARTNERS LLC filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $271.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$271.07M
Total AUM (reported)
3.11M
Total Shares
Allocation by class
COM$271.07M100.0%
Portfolio Concentration
Top 3$29.75M11.0%
4–10$34.79M12.8%
11–25$69.05M25.5%
Rest$137.48M50.7%
Top 3 weight
11.0%
Top 10 weight
23.8%
Voting Authority Distribution
Total shares with voting rights: 3.11M
Sole
Full voting authority
3.11M
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)
Sole66
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings66
Rows:
Berkshire Hathaway Inc Cl A
SOLEShares23.00
TypeSH
Market value$16.76M
6.18%
Sole
23.00
Shared
0.00
None
0.00
Berkshire Hathaway Inc B
SOLEShares13.47K
TypeSH
Market value$6.54M
2.41%
Sole
13.47K
Shared
0.00
None
0.00
Palmer Square Capital BDC Inc
SOLEShares461.61K
TypeSH
Market value$6.44M
2.38%
Sole
461.61K
Shared
0.00
None
0.00
Estee Lauder Companies Inc.
SOLEShares67.36K
TypeSH
Market value$5.44M
2.01%
Sole
67.36K
Shared
0.00
None
0.00
Nike Inc Cl B
SOLEShares72.28K
TypeSH
Market value$5.13M
1.89%
Sole
72.28K
Shared
0.00
None
0.00
Corteva, Inc.
SOLEShares66.52K
TypeSH
Market value$4.96M
1.83%
Sole
66.52K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares9.86K
TypeSH
Market value$4.90M
1.81%
Sole
9.86K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares22.16K
TypeSH
Market value$4.85M
1.79%
Sole
22.16K
Shared
0.00
None
0.00
Raytheon Technologies Corp
SOLEShares32.59K
TypeSH
Market value$4.76M
1.76%
Sole
32.59K
Shared
0.00
None
0.00
Disney Walt Co
SOLEShares38.28K
TypeSH
Market value$4.75M
1.75%
Sole
38.28K
Shared
0.00
None
0.00
British American Tobacco ADR
SOLEShares99.48K
TypeSH
Market value$4.71M
1.74%
Sole
99.48K
Shared
0.00
None
0.00
Novartis Ag Adr
SOLEShares38.91K
TypeSH
Market value$4.71M
1.74%
Sole
38.91K
Shared
0.00
None
0.00
News Corp Class A
SOLEShares157.03K
TypeSH
Market value$4.67M
1.72%
Sole
157.03K
Shared
0.00
None
0.00
Electronic Arts Inc
SOLEShares29.20K
TypeSH
Market value$4.66M
1.72%
Sole
29.20K
Shared
0.00
None
0.00
General Dynamics Corp
SOLEShares15.97K
TypeSH
Market value$4.66M
1.72%
Sole
15.97K
Shared
0.00
None
0.00
Fox Corporation Class B
SOLEShares90.17K
TypeSH
Market value$4.66M
1.72%
Sole
90.17K
Shared
0.00
None
0.00
Intercontinental Exchange Group
SOLEShares25.34K
TypeSH
Market value$4.65M
1.72%
Sole
25.34K
Shared
0.00
None
0.00
TKO Group Holdings Inc CL A
SOLEShares25.31K
TypeSH
Market value$4.60M
1.70%
Sole
25.31K
Shared
0.00
None
0.00
Novo Nordisk A/S Spons Adr
SOLEShares66.08K
TypeSH
Market value$4.56M
1.68%
Sole
66.08K
Shared
0.00
None
0.00
SAP Ag Sponsored ADR
SOLEShares14.96K
TypeSH
Market value$4.55M
1.68%
Sole
14.96K
Shared
0.00
None
0.00
Automatic Data Processing Inc
SOLEShares14.75K
TypeSH
Market value$4.55M
1.68%
Sole
14.75K
Shared
0.00
None
0.00
Aon PLC
SOLEShares12.70K
TypeSH
Market value$4.53M
1.67%
Sole
12.70K
Shared
0.00
None
0.00
Medtronic PLC
SOLEShares51.86K
TypeSH
Market value$4.52M
1.67%
Sole
51.86K
Shared
0.00
None
0.00
Relx PLC ADR
SOLEShares83.11K
TypeSH
Market value$4.52M
1.67%
Sole
83.11K
Shared
0.00
None
0.00
Starbucks Corp
SOLEShares49.17K
TypeSH
Market value$4.51M
1.66%
Sole
49.17K
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 | $16.76M 6.18% | 23.00 | 0.00 | 0.00 |
Berkshire Hathaway Inc BSOLE | COM | 13.47K | SH | $6.54M 2.41% | 13.47K | 0.00 | 0.00 |
Palmer Square Capital BDC IncSOLE | COM | 461.61K | SH | $6.44M 2.38% | 461.61K | 0.00 | 0.00 |
Estee Lauder Companies Inc.SOLE | COM | 67.36K | SH | $5.44M 2.01% | 67.36K | 0.00 | 0.00 |
Nike Inc Cl BSOLE | COM | 72.28K | SH | $5.13M 1.89% | 72.28K | 0.00 | 0.00 |
Corteva, Inc.SOLE | COM | 66.52K | SH | $4.96M 1.83% | 66.52K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 9.86K | SH | $4.90M 1.81% | 9.86K | 0.00 | 0.00 |
Oracle CorpSOLE | COM | 22.16K | SH | $4.85M 1.79% | 22.16K | 0.00 | 0.00 |
Raytheon Technologies CorpSOLE | COM | 32.59K | SH | $4.76M 1.76% | 32.59K | 0.00 | 0.00 |
Disney Walt CoSOLE | COM | 38.28K | SH | $4.75M 1.75% | 38.28K | 0.00 | 0.00 |
British American Tobacco ADRSOLE | COM | 99.48K | SH | $4.71M 1.74% | 99.48K | 0.00 | 0.00 |
Novartis Ag AdrSOLE | COM | 38.91K | SH | $4.71M 1.74% | 38.91K | 0.00 | 0.00 |
News Corp Class ASOLE | COM | 157.03K | SH | $4.67M 1.72% | 157.03K | 0.00 | 0.00 |
Electronic Arts IncSOLE | COM | 29.20K | SH | $4.66M 1.72% | 29.20K | 0.00 | 0.00 |
General Dynamics CorpSOLE | COM | 15.97K | SH | $4.66M 1.72% | 15.97K | 0.00 | 0.00 |
Fox Corporation Class BSOLE | COM | 90.17K | SH | $4.66M 1.72% | 90.17K | 0.00 | 0.00 |
Intercontinental Exchange GroupSOLE | COM | 25.34K | SH | $4.65M 1.72% | 25.34K | 0.00 | 0.00 |
TKO Group Holdings Inc CL ASOLE | COM | 25.31K | SH | $4.60M 1.70% | 25.31K | 0.00 | 0.00 |
Novo Nordisk A/S Spons AdrSOLE | COM | 66.08K | SH | $4.56M 1.68% | 66.08K | 0.00 | 0.00 |
SAP Ag Sponsored ADRSOLE | COM | 14.96K | SH | $4.55M 1.68% | 14.96K | 0.00 | 0.00 |
Automatic Data Processing IncSOLE | COM | 14.75K | SH | $4.55M 1.68% | 14.75K | 0.00 | 0.00 |
Aon PLCSOLE | COM | 12.70K | SH | $4.53M 1.67% | 12.70K | 0.00 | 0.00 |
Medtronic PLCSOLE | COM | 51.86K | SH | $4.52M 1.67% | 51.86K | 0.00 | 0.00 |
Relx PLC ADRSOLE | COM | 83.11K | SH | $4.52M 1.67% | 83.11K | 0.00 | 0.00 |
Starbucks CorpSOLE | COM | 49.17K | SH | $4.51M 1.66% | 49.17K | 0.00 | 0.00 |
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