Filed: 8/5/2025ACC: 0001085146-25-004537
📋 What this filing means
CHAPMAN INVESTMENT MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $143.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$143.28M
Total AUM (reported)
491.59K
Total Shares
Allocation by class
COM$105.88M73.9%
CL A$15.24M10.6%
COM CL A$10.17M7.1%
COMMON STOCK$5.31M3.7%
SHS CLASS A$3.36M2.3%
COM NEW$1.45M1.0%
TR UNIT$1.23M0.9%
Portfolio Concentration
Top 3$41.36M28.9%
4–10$61.17M42.7%
11–25$39.62M27.7%
Rest$1.13M0.8%
Top 3 weight
28.9%
Top 10 weight
71.6%
Voting Authority Distribution
Total shares with voting rights: 491.59K
Sole
Full voting authority
168.52K
shares
% of voting shares34.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
323.07K
shares
% of voting shares65.7%
Investment Discretion (by position count)
Sole29
Shared0
Other0
Dominant voting typeNone · 65.7% of voting shares
Institutional Holdings29
Rows:
COSTCO WHSL CORP NEW
SOLEShares15.11K
TypeSH
Market value$14.96M
10.44%
Sole
5.14K
Shared
0.00
None
9.97K
MICROSOFT CORP
SOLEShares29.61K
TypeSH
Market value$14.73M
10.28%
Sole
8.77K
Shared
0.00
None
20.84K
MASTERCARD INCORPORATED
SOLEShares20.77K
TypeSH
Market value$11.67M
8.14%
Sole
6.86K
Shared
0.00
None
13.91K
MERCADOLIBRE INC
SOLEShares4.17K
TypeSH
Market value$10.90M
7.60%
Sole
1.79K
Shared
0.00
None
2.37K
AMAZON COM INC
SOLEShares48.79K
TypeSH
Market value$10.70M
7.47%
Sole
14.70K
Shared
0.00
None
34.09K
VISA INC
SOLEShares28.64K
TypeSH
Market value$10.17M
7.10%
Sole
9.31K
Shared
0.00
None
19.32K
MARKEL GROUP INC
SOLEShares4.78K
TypeSH
Market value$9.55M
6.67%
Sole
1.71K
Shared
0.00
None
3.08K
APPLE INC
SOLEShares35.26K
TypeSH
Market value$7.23M
5.05%
Sole
7.72K
Shared
0.00
None
27.54K
AMERICAN EXPRESS CO
SOLEShares21.44K
TypeSH
Market value$6.84M
4.77%
Sole
7.10K
Shared
0.00
None
14.34K
WASTE MGMT INC DEL
SOLEShares25.25K
TypeSH
Market value$5.78M
4.03%
Sole
13.20K
Shared
0.00
None
12.05K
CINTAS CORP
SOLEShares25.08K
TypeSH
Market value$5.59M
3.90%
Sole
9.20K
Shared
0.00
None
15.88K
GE HEALTHCARE TECHNOLOGIES I
SOLEShares71.68K
TypeSH
Market value$5.31M
3.71%
Sole
18.60K
Shared
0.00
None
53.08K
JPMORGAN CHASE & CO.
SOLEShares13.12K
TypeSH
Market value$3.80M
2.65%
Sole
11.40K
Shared
0.00
None
1.72K
S&P GLOBAL INC
SOLEShares6.81K
TypeSH
Market value$3.59M
2.51%
Sole
1.70K
Shared
0.00
None
5.11K
ACCENTURE PLC IRELAND
SOLEShares11.23K
TypeSH
Market value$3.36M
2.34%
Sole
2.20K
Shared
0.00
None
9.03K
ZOETIS INC
SOLEShares21.05K
TypeSH
Market value$3.28M
2.29%
Sole
9.05K
Shared
0.00
None
12K
UBER TECHNOLOGIES INC
SOLEShares32.93K
TypeSH
Market value$3.07M
2.14%
Sole
16K
Shared
0.00
None
16.93K
ELI LILLY & CO
SOLEShares3.09K
TypeSH
Market value$2.41M
1.68%
Sole
910.00
Shared
0.00
None
2.18K
EXPEDITORS INTL WASH INC
SOLEShares20.27K
TypeSH
Market value$2.32M
1.62%
Sole
6.10K
Shared
0.00
None
14.17K
DISNEY WALT CO
SOLEShares14.62K
TypeSH
Market value$1.81M
1.27%
Sole
0.00
Shared
0.00
None
14.62K
INTUITIVE SURGICAL INC
SOLEShares2.68K
TypeSH
Market value$1.45M
1.01%
Sole
800.00
Shared
0.00
None
1.88K
SPDR S&P 500 ETF TR
SOLEShares2K
TypeSH
Market value$1.23M
0.86%
Sole
0.00
Shared
0.00
None
2K
CHIPOTLE MEXICAN GRILL INC
SOLEShares18.93K
TypeSH
Market value$1.06M
0.74%
Sole
8.75K
Shared
0.00
None
10.19K
OREILLY AUTOMOTIVE INC
SOLEShares7.72K
TypeSH
Market value$696.3K
0.49%
Sole
7.50K
Shared
0.00
None
225.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.30K
TypeSH
Market value$631.5K
0.44%
Sole
0.00
Shared
0.00
None
1.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COSTCO WHSL CORP NEWSOLE | COM | 15.11K | SH | $14.96M 10.44% | 5.14K | 0.00 | 9.97K |
MICROSOFT CORPSOLE | COM | 29.61K | SH | $14.73M 10.28% | 8.77K | 0.00 | 20.84K |
MASTERCARD INCORPORATEDSOLE | CL A | 20.77K | SH | $11.67M 8.14% | 6.86K | 0.00 | 13.91K |
MERCADOLIBRE INCSOLE | COM | 4.17K | SH | $10.90M 7.60% | 1.79K | 0.00 | 2.37K |
AMAZON COM INCSOLE | COM | 48.79K | SH | $10.70M 7.47% | 14.70K | 0.00 | 34.09K |
VISA INCSOLE | COM CL A | 28.64K | SH | $10.17M 7.10% | 9.31K | 0.00 | 19.32K |
MARKEL GROUP INCSOLE | COM | 4.78K | SH | $9.55M 6.67% | 1.71K | 0.00 | 3.08K |
APPLE INCSOLE | COM | 35.26K | SH | $7.23M 5.05% | 7.72K | 0.00 | 27.54K |
AMERICAN EXPRESS COSOLE | COM | 21.44K | SH | $6.84M 4.77% | 7.10K | 0.00 | 14.34K |
WASTE MGMT INC DELSOLE | COM | 25.25K | SH | $5.78M 4.03% | 13.20K | 0.00 | 12.05K |
CINTAS CORPSOLE | COM | 25.08K | SH | $5.59M 3.90% | 9.20K | 0.00 | 15.88K |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 71.68K | SH | $5.31M 3.71% | 18.60K | 0.00 | 53.08K |
JPMORGAN CHASE & CO.SOLE | COM | 13.12K | SH | $3.80M 2.65% | 11.40K | 0.00 | 1.72K |
S&P GLOBAL INCSOLE | COM | 6.81K | SH | $3.59M 2.51% | 1.70K | 0.00 | 5.11K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 11.23K | SH | $3.36M 2.34% | 2.20K | 0.00 | 9.03K |
ZOETIS INCSOLE | CL A | 21.05K | SH | $3.28M 2.29% | 9.05K | 0.00 | 12K |
UBER TECHNOLOGIES INCSOLE | COM | 32.93K | SH | $3.07M 2.14% | 16K | 0.00 | 16.93K |
ELI LILLY & COSOLE | COM | 3.09K | SH | $2.41M 1.68% | 910.00 | 0.00 | 2.18K |
EXPEDITORS INTL WASH INCSOLE | COM | 20.27K | SH | $2.32M 1.62% | 6.10K | 0.00 | 14.17K |
DISNEY WALT COSOLE | COM | 14.62K | SH | $1.81M 1.27% | 0.00 | 0.00 | 14.62K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 2.68K | SH | $1.45M 1.01% | 800.00 | 0.00 | 1.88K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 2K | SH | $1.23M 0.86% | 0.00 | 0.00 | 2K |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 18.93K | SH | $1.06M 0.74% | 8.75K | 0.00 | 10.19K |
OREILLY AUTOMOTIVE INCSOLE | COM | 7.72K | SH | $696.3K 0.49% | 7.50K | 0.00 | 225.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.30K | SH | $631.5K 0.44% | 0.00 | 0.00 | 1.30K |
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