Filed: 5/1/2025ACC: 0001085146-25-002518
📋 What this filing means
CHAPMAN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $133.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$133.94M
Total AUM (reported)
499.30K
Total Shares
Allocation by class
COM$95.25M71.1%
CL A$14.87M11.1%
COM CL A$10.05M7.5%
COMMON STOCK$6.63M5.0%
SHS CLASS A$3.52M2.6%
CL B NEW$1.25M0.9%
COM NEW$1.24M0.9%
Portfolio Concentration
Top 3$36.76M27.4%
4–10$57.64M43.0%
11–25$38.48M28.7%
Rest$1.06M0.8%
Top 3 weight
27.4%
Top 10 weight
70.5%
Voting Authority Distribution
Total shares with voting rights: 499.30K
Sole
Full voting authority
173.12K
shares
% of voting shares34.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
326.18K
shares
% of voting shares65.3%
Investment Discretion (by position count)
Sole28
Shared0
Other0
Dominant voting typeNone · 65.3% of voting shares
Institutional Holdings28
Rows:
COSTCO WHSL CORP NEW
SOLEShares15.06K
TypeSH
Market value$14.24M
10.63%
Sole
5.14K
Shared
0.00
None
9.91K
MASTERCARD INCORPORATED
SOLEShares20.78K
TypeSH
Market value$11.39M
8.50%
Sole
6.86K
Shared
0.00
None
13.92K
MICROSOFT CORP
SOLEShares29.64K
TypeSH
Market value$11.13M
8.31%
Sole
8.77K
Shared
0.00
None
20.88K
VISA INC
SOLEShares28.68K
TypeSH
Market value$10.05M
7.50%
Sole
9.31K
Shared
0.00
None
19.37K
AMAZON COM INC
SOLEShares48.91K
TypeSH
Market value$9.31M
6.95%
Sole
14.70K
Shared
0.00
None
34.21K
MARKEL GROUP INC
SOLEShares4.81K
TypeSH
Market value$9.00M
6.72%
Sole
1.71K
Shared
0.00
None
3.11K
APPLE INC
SOLEShares39.29K
TypeSH
Market value$8.73M
6.52%
Sole
10.72K
Shared
0.00
None
28.57K
MERCADOLIBRE INC
SOLEShares4.18K
TypeSH
Market value$8.16M
6.09%
Sole
1.79K
Shared
0.00
None
2.39K
GE HEALTHCARE TECHNOLOGIES I
SOLEShares82.16K
TypeSH
Market value$6.63M
4.95%
Sole
27.20K
Shared
0.00
None
54.96K
AMERICAN EXPRESS CO
SOLEShares21.46K
TypeSH
Market value$5.77M
4.31%
Sole
7.10K
Shared
0.00
None
14.36K
WASTE MGMT INC DEL
SOLEShares24.54K
TypeSH
Market value$5.68M
4.24%
Sole
13.20K
Shared
0.00
None
11.34K
CINTAS CORP
SOLEShares24.91K
TypeSH
Market value$5.12M
3.82%
Sole
9.20K
Shared
0.00
None
15.71K
ACCENTURE PLC IRELAND
SOLEShares11.27K
TypeSH
Market value$3.52M
2.63%
Sole
2.20K
Shared
0.00
None
9.07K
ZOETIS INC
SOLEShares21.16K
TypeSH
Market value$3.48M
2.60%
Sole
9.05K
Shared
0.00
None
12.11K
S&P GLOBAL INC
SOLEShares6.69K
TypeSH
Market value$3.40M
2.54%
Sole
1.70K
Shared
0.00
None
4.99K
JPMORGAN CHASE & CO.
SOLEShares13.12K
TypeSH
Market value$3.22M
2.40%
Sole
11.40K
Shared
0.00
None
1.72K
ELI LILLY & CO
SOLEShares3.04K
TypeSH
Market value$2.51M
1.87%
Sole
910.00
Shared
0.00
None
2.13K
EXPEDITORS INTL WASH INC
SOLEShares20K
TypeSH
Market value$2.41M
1.80%
Sole
6.10K
Shared
0.00
None
13.90K
UBER TECHNOLOGIES INC
SOLEShares32.82K
TypeSH
Market value$2.39M
1.79%
Sole
16K
Shared
0.00
None
16.82K
DISNEY WALT CO
SOLEShares14.96K
TypeSH
Market value$1.48M
1.10%
Sole
0.00
Shared
0.00
None
14.96K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.34K
TypeSH
Market value$1.25M
0.93%
Sole
0.00
Shared
0.00
None
2.34K
INTUITIVE SURGICAL INC
SOLEShares2.51K
TypeSH
Market value$1.24M
0.93%
Sole
800.00
Shared
0.00
None
1.71K
SPDR S&P 500 ETF TR
SOLEShares2.02K
TypeSH
Market value$1.13M
0.84%
Sole
0.00
Shared
0.00
None
2.02K
CHIPOTLE MEXICAN GRILL INC
SOLEShares18.63K
TypeSH
Market value$935.5K
0.70%
Sole
8.75K
Shared
0.00
None
9.88K
OREILLY AUTOMOTIVE INC
SOLEShares507.00
TypeSH
Market value$726.3K
0.54%
Sole
500.00
Shared
0.00
None
7.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COSTCO WHSL CORP NEWSOLE | COM | 15.06K | SH | $14.24M 10.63% | 5.14K | 0.00 | 9.91K |
MASTERCARD INCORPORATEDSOLE | CL A | 20.78K | SH | $11.39M 8.50% | 6.86K | 0.00 | 13.92K |
MICROSOFT CORPSOLE | COM | 29.64K | SH | $11.13M 8.31% | 8.77K | 0.00 | 20.88K |
VISA INCSOLE | COM CL A | 28.68K | SH | $10.05M 7.50% | 9.31K | 0.00 | 19.37K |
AMAZON COM INCSOLE | COM | 48.91K | SH | $9.31M 6.95% | 14.70K | 0.00 | 34.21K |
MARKEL GROUP INCSOLE | COM | 4.81K | SH | $9.00M 6.72% | 1.71K | 0.00 | 3.11K |
APPLE INCSOLE | COM | 39.29K | SH | $8.73M 6.52% | 10.72K | 0.00 | 28.57K |
MERCADOLIBRE INCSOLE | COM | 4.18K | SH | $8.16M 6.09% | 1.79K | 0.00 | 2.39K |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 82.16K | SH | $6.63M 4.95% | 27.20K | 0.00 | 54.96K |
AMERICAN EXPRESS COSOLE | COM | 21.46K | SH | $5.77M 4.31% | 7.10K | 0.00 | 14.36K |
WASTE MGMT INC DELSOLE | COM | 24.54K | SH | $5.68M 4.24% | 13.20K | 0.00 | 11.34K |
CINTAS CORPSOLE | COM | 24.91K | SH | $5.12M 3.82% | 9.20K | 0.00 | 15.71K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 11.27K | SH | $3.52M 2.63% | 2.20K | 0.00 | 9.07K |
ZOETIS INCSOLE | CL A | 21.16K | SH | $3.48M 2.60% | 9.05K | 0.00 | 12.11K |
S&P GLOBAL INCSOLE | COM | 6.69K | SH | $3.40M 2.54% | 1.70K | 0.00 | 4.99K |
JPMORGAN CHASE & CO.SOLE | COM | 13.12K | SH | $3.22M 2.40% | 11.40K | 0.00 | 1.72K |
ELI LILLY & COSOLE | COM | 3.04K | SH | $2.51M 1.87% | 910.00 | 0.00 | 2.13K |
EXPEDITORS INTL WASH INCSOLE | COM | 20K | SH | $2.41M 1.80% | 6.10K | 0.00 | 13.90K |
UBER TECHNOLOGIES INCSOLE | COM | 32.82K | SH | $2.39M 1.79% | 16K | 0.00 | 16.82K |
DISNEY WALT COSOLE | COM | 14.96K | SH | $1.48M 1.10% | 0.00 | 0.00 | 14.96K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.34K | SH | $1.25M 0.93% | 0.00 | 0.00 | 2.34K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 2.51K | SH | $1.24M 0.93% | 800.00 | 0.00 | 1.71K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2.02K | SH | $1.13M 0.84% | 0.00 | 0.00 | 2.02K |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 18.63K | SH | $935.5K 0.70% | 8.75K | 0.00 | 9.88K |
OREILLY AUTOMOTIVE INCSOLE | COM | 507.00 | SH | $726.3K 0.54% | 500.00 | 0.00 | 7.00 |
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