Filed: 11/5/2025ACC: 0001751006-25-000002
๐ What this filing means
CHAPMAN INVESTMENT MANAGEMENT, LLC filed this quarterly 13FโHR report disclosing 29 equity positions with a total reported market value of $140.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$140.57M
Total AUM (reported)
408.30K
Total Shares
Allocation by class
COM$104.30M74.2%
CL A$19.94M14.2%
COM CL A$9.87M7.0%
SHS CLASS A$3.30M2.3%
COM NEW$1.31M0.9%
TR UNIT$1.31M0.9%
CL B NEW$548.0K0.4%
Portfolio Concentration
Top 3$40.86M29.1%
4โ10$60.59M43.1%
11โ25$38.14M27.1%
Rest$979.4K0.7%
Top 3 weight
29.1%
Top 10 weight
72.2%
Voting Authority Distribution
Total shares with voting rights: 408.30K
Sole
Full voting authority
141.46K
shares
% of voting shares34.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
266.84K
shares
% of voting shares65.4%
Investment Discretion (by position count)
Sole29
Shared0
Other0
Dominant voting typeNone ยท 65.4% of voting shares
Institutional Holdings29
Rows:
MICROSOFT CORP
SOLEShares29.97K
TypeSH
Market value$15.52M
11.04%
Sole
8.77K
Shared
0.00
None
21.20K
COSTCO WHSL CORP NEW
SOLEShares14.60K
TypeSH
Market value$13.52M
9.61%
Sole
4.62K
Shared
0.00
None
9.98K
MASTERCARD INCORPORATED
SOLEShares20.78K
TypeSH
Market value$11.82M
8.41%
Sole
6.86K
Shared
0.00
None
13.92K
AMAZON COM INC
SOLEShares48.99K
TypeSH
Market value$10.76M
7.65%
Sole
14.70K
Shared
0.00
None
34.29K
VISA INC
SOLEShares28.92K
TypeSH
Market value$9.87M
7.02%
Sole
9.31K
Shared
0.00
None
19.61K
MERCADOLIBRE INC
SOLEShares4.17K
TypeSH
Market value$9.74M
6.93%
Sole
1.79K
Shared
0.00
None
2.37K
MARKEL GROUP INC
SOLEShares4.78K
TypeSH
Market value$9.13M
6.50%
Sole
1.71K
Shared
0.00
None
3.07K
META PLATFORMS INC
SOLEShares9.86K
TypeSH
Market value$7.24M
5.15%
Sole
3.20K
Shared
0.00
None
6.66K
AMERICAN EXPRESS CO
SOLEShares21.44K
TypeSH
Market value$7.12M
5.07%
Sole
7.10K
Shared
0.00
None
14.34K
APPLE INC
SOLEShares26.44K
TypeSH
Market value$6.73M
4.79%
Sole
7.72K
Shared
0.00
None
18.72K
WASTE MGMT INC DEL
SOLEShares28.02K
TypeSH
Market value$6.19M
4.40%
Sole
13.20K
Shared
0.00
None
14.82K
CINTAS CORP
SOLEShares26.11K
TypeSH
Market value$5.36M
3.81%
Sole
9.20K
Shared
0.00
None
16.91K
JPMORGAN CHASE & CO.
SOLEShares13.12K
TypeSH
Market value$4.14M
2.94%
Sole
11.40K
Shared
0.00
None
1.72K
S&P GLOBAL INC
SOLEShares7.33K
TypeSH
Market value$3.57M
2.54%
Sole
1.70K
Shared
0.00
None
5.63K
ACCENTURE PLC IRELAND
SOLEShares13.38K
TypeSH
Market value$3.30M
2.35%
Sole
3.17K
Shared
0.00
None
10.21K
UBER TECHNOLOGIES INC
SOLEShares33.29K
TypeSH
Market value$3.26M
2.32%
Sole
16K
Shared
0.00
None
17.29K
ELI LILLY & CO
SOLEShares3.49K
TypeSH
Market value$2.66M
1.89%
Sole
910.00
Shared
0.00
None
2.58K
EXPEDITORS INTL WASH INC
SOLEShares20.30K
TypeSH
Market value$2.49M
1.77%
Sole
6.10K
Shared
0.00
None
14.20K
DISNEY WALT CO
SOLEShares13.55K
TypeSH
Market value$1.55M
1.10%
Sole
0.00
Shared
0.00
None
13.55K
INTUITIVE SURGICAL INC
SOLEShares2.94K
TypeSH
Market value$1.31M
0.93%
Sole
800.00
Shared
0.00
None
2.14K
SPDR S&P 500 ETF TR
SOLEShares1.96K
TypeSH
Market value$1.31M
0.93%
Sole
0.00
Shared
0.00
None
1.96K
ZOETIS INC
SOLEShares5.99K
TypeSH
Market value$876.2K
0.62%
Sole
0.00
Shared
0.00
None
5.99K
OREILLY AUTOMOTIVE INC
SOLEShares7.92K
TypeSH
Market value$853.9K
0.61%
Sole
7.50K
Shared
0.00
None
420.00
STARBUCKS CORP
SOLEShares8.60K
TypeSH
Market value$727.5K
0.52%
Sole
5.70K
Shared
0.00
None
2.90K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.09K
TypeSH
Market value$548.0K
0.39%
Sole
0.00
Shared
0.00
None
1.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 29.97K | SH | $15.52M 11.04% | 8.77K | 0.00 | 21.20K |
COSTCO WHSL CORP NEWSOLE | COM | 14.60K | SH | $13.52M 9.61% | 4.62K | 0.00 | 9.98K |
MASTERCARD INCORPORATEDSOLE | CL A | 20.78K | SH | $11.82M 8.41% | 6.86K | 0.00 | 13.92K |
AMAZON COM INCSOLE | COM | 48.99K | SH | $10.76M 7.65% | 14.70K | 0.00 | 34.29K |
VISA INCSOLE | COM CL A | 28.92K | SH | $9.87M 7.02% | 9.31K | 0.00 | 19.61K |
MERCADOLIBRE INCSOLE | COM | 4.17K | SH | $9.74M 6.93% | 1.79K | 0.00 | 2.37K |
MARKEL GROUP INCSOLE | COM | 4.78K | SH | $9.13M 6.50% | 1.71K | 0.00 | 3.07K |
META PLATFORMS INCSOLE | CL A | 9.86K | SH | $7.24M 5.15% | 3.20K | 0.00 | 6.66K |
AMERICAN EXPRESS COSOLE | COM | 21.44K | SH | $7.12M 5.07% | 7.10K | 0.00 | 14.34K |
APPLE INCSOLE | COM | 26.44K | SH | $6.73M 4.79% | 7.72K | 0.00 | 18.72K |
WASTE MGMT INC DELSOLE | COM | 28.02K | SH | $6.19M 4.40% | 13.20K | 0.00 | 14.82K |
CINTAS CORPSOLE | COM | 26.11K | SH | $5.36M 3.81% | 9.20K | 0.00 | 16.91K |
JPMORGAN CHASE & CO.SOLE | COM | 13.12K | SH | $4.14M 2.94% | 11.40K | 0.00 | 1.72K |
S&P GLOBAL INCSOLE | COM | 7.33K | SH | $3.57M 2.54% | 1.70K | 0.00 | 5.63K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 13.38K | SH | $3.30M 2.35% | 3.17K | 0.00 | 10.21K |
UBER TECHNOLOGIES INCSOLE | COM | 33.29K | SH | $3.26M 2.32% | 16K | 0.00 | 17.29K |
ELI LILLY & COSOLE | COM | 3.49K | SH | $2.66M 1.89% | 910.00 | 0.00 | 2.58K |
EXPEDITORS INTL WASH INCSOLE | COM | 20.30K | SH | $2.49M 1.77% | 6.10K | 0.00 | 14.20K |
DISNEY WALT COSOLE | COM | 13.55K | SH | $1.55M 1.10% | 0.00 | 0.00 | 13.55K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 2.94K | SH | $1.31M 0.93% | 800.00 | 0.00 | 2.14K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.96K | SH | $1.31M 0.93% | 0.00 | 0.00 | 1.96K |
ZOETIS INCSOLE | CL A | 5.99K | SH | $876.2K 0.62% | 0.00 | 0.00 | 5.99K |
OREILLY AUTOMOTIVE INCSOLE | COM | 7.92K | SH | $853.9K 0.61% | 7.50K | 0.00 | 420.00 |
STARBUCKS CORPSOLE | COM | 8.60K | SH | $727.5K 0.52% | 5.70K | 0.00 | 2.90K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.09K | SH | $548.0K 0.39% | 0.00 | 0.00 | 1.09K |
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