Filed: 5/15/2025ACC: 0001332632-25-000006
📋 What this filing means
CHILTON INVESTMENT CO INC. filed this quarterly 13F‑HR report disclosing 205 equity positions with a total reported market value of $4.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
205
Positions
$4.10B
Total AUM (reported)
17.88M
Total Shares
Allocation by class
COMMON STOCK$4.04B98.5%
ETP$51.01M1.2%
CLOSED-END FUND$4.55M0.1%
REIT$2.46M0.1%
NY REG SHRS$1.32M0.0%
PREFERRED STOCK$1.15M0.0%
ADR$814.1K0.0%
Portfolio Concentration
Top 3$1.04B25.3%
4–10$1.44B35.0%
11–25$1.03B25.0%
Rest$602.09M14.7%
Top 3 weight
25.3%
Top 10 weight
60.3%
Voting Authority Distribution
Total shares with voting rights: 17.88M
Sole
Full voting authority
17.88M
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)
Sole152
Shared0
Other53
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings205
Rows:
COSTCO WHOLESALE CORP
DFNDShares382.69K
TypeSH
Market value$361.94M
8.83%
Sole
382.69K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares912.73K
TypeSH
Market value$342.63M
8.36%
Sole
912.73K
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
DFNDShares947.45K
TypeSH
Market value$330.84M
8.07%
Sole
947.45K
Shared
0.00
None
0.00
REPUBLIC SERVICES INC
DFNDShares1.30M
TypeSH
Market value$314.90M
7.68%
Sole
1.30M
Shared
0.00
None
0.00
HOME DEPOT INC
DFNDShares643.43K
TypeSH
Market value$235.81M
5.75%
Sole
643.43K
Shared
0.00
None
0.00
ARTHUR J GALLAGHER & CO
DFNDShares678.76K
TypeSH
Market value$234.33M
5.72%
Sole
678.76K
Shared
0.00
None
0.00
MASTERCARD INC
DFNDShares388.31K
TypeSH
Market value$212.84M
5.19%
Sole
388.31K
Shared
0.00
None
0.00
PROGRESSIVE CORP
DFNDShares553.55K
TypeSH
Market value$156.66M
3.82%
Sole
553.55K
Shared
0.00
None
0.00
CINTAS CORP
DFNDShares714.51K
TypeSH
Market value$146.85M
3.58%
Sole
714.51K
Shared
0.00
None
0.00
BROWN & BROWN INC
DFNDShares1.09M
TypeSH
Market value$135.17M
3.30%
Sole
1.09M
Shared
0.00
None
0.00
W R BERKLEY CORP
DFNDShares1.62M
TypeSH
Market value$115.08M
2.81%
Sole
1.62M
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHINES CORP
DFNDShares447.62K
TypeSH
Market value$111.30M
2.72%
Sole
447.62K
Shared
0.00
None
0.00
MOODY'S CORP
DFNDShares226.39K
TypeSH
Market value$105.43M
2.57%
Sole
226.39K
Shared
0.00
None
0.00
NETFLIX INC
DFNDShares102.81K
TypeSH
Market value$95.87M
2.34%
Sole
102.81K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC
DFNDShares178.72K
TypeSH
Market value$95.18M
2.32%
Sole
178.72K
Shared
0.00
None
0.00
AMPHENOL CORP
DFNDShares1.38M
TypeSH
Market value$90.62M
2.21%
Sole
1.38M
Shared
0.00
None
0.00
EATON CORP PLC
DFNDShares204.10K
TypeSH
Market value$55.48M
1.35%
Sole
204.10K
Shared
0.00
None
0.00
AUTOZONE INC
DFNDShares14.19K
TypeSH
Market value$54.10M
1.32%
Sole
14.19K
Shared
0.00
None
0.00
MURPHY USA INC
DFNDShares103.62K
TypeSH
Market value$48.68M
1.19%
Sole
103.62K
Shared
0.00
None
0.00
DEERE & CO
DFNDShares103.70K
TypeSH
Market value$48.67M
1.19%
Sole
103.70K
Shared
0.00
None
0.00
SERVICENOW INC
DFNDShares61.05K
TypeSH
Market value$48.61M
1.19%
Sole
61.05K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
DFNDShares68.45K
TypeSH
Market value$41.61M
1.01%
Sole
68.45K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
DFNDShares147.66K
TypeSH
Market value$39.73M
0.97%
Sole
147.66K
Shared
0.00
None
0.00
O'REILLY AUTOMOTIVE INC
DFNDShares26.70K
TypeSH
Market value$38.24M
0.93%
Sole
26.70K
Shared
0.00
None
0.00
KROGER CO
DFNDShares540.13K
TypeSH
Market value$36.56M
0.89%
Sole
540.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COSTCO WHOLESALE CORPDFND | COMMON STOCK | 382.69K | SH | $361.94M 8.83% | 382.69K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COMMON STOCK | 912.73K | SH | $342.63M 8.36% | 912.73K | 0.00 | 0.00 |
SHERWIN WILLIAMS CODFND | COMMON STOCK | 947.45K | SH | $330.84M 8.07% | 947.45K | 0.00 | 0.00 |
REPUBLIC SERVICES INCDFND | COMMON STOCK | 1.30M | SH | $314.90M 7.68% | 1.30M | 0.00 | 0.00 |
HOME DEPOT INCDFND | COMMON STOCK | 643.43K | SH | $235.81M 5.75% | 643.43K | 0.00 | 0.00 |
ARTHUR J GALLAGHER & CODFND | COMMON STOCK | 678.76K | SH | $234.33M 5.72% | 678.76K | 0.00 | 0.00 |
MASTERCARD INCDFND | COMMON STOCK | 388.31K | SH | $212.84M 5.19% | 388.31K | 0.00 | 0.00 |
PROGRESSIVE CORPDFND | COMMON STOCK | 553.55K | SH | $156.66M 3.82% | 553.55K | 0.00 | 0.00 |
CINTAS CORPDFND | COMMON STOCK | 714.51K | SH | $146.85M 3.58% | 714.51K | 0.00 | 0.00 |
BROWN & BROWN INCDFND | COMMON STOCK | 1.09M | SH | $135.17M 3.30% | 1.09M | 0.00 | 0.00 |
W R BERKLEY CORPDFND | COMMON STOCK | 1.62M | SH | $115.08M 2.81% | 1.62M | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHINES CORPDFND | COMMON STOCK | 447.62K | SH | $111.30M 2.72% | 447.62K | 0.00 | 0.00 |
MOODY'S CORPDFND | COMMON STOCK | 226.39K | SH | $105.43M 2.57% | 226.39K | 0.00 | 0.00 |
NETFLIX INCDFND | COMMON STOCK | 102.81K | SH | $95.87M 2.34% | 102.81K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCDFND | COMMON STOCK | 178.72K | SH | $95.18M 2.32% | 178.72K | 0.00 | 0.00 |
AMPHENOL CORPDFND | COMMON STOCK | 1.38M | SH | $90.62M 2.21% | 1.38M | 0.00 | 0.00 |
EATON CORP PLCDFND | COMMON STOCK | 204.10K | SH | $55.48M 1.35% | 204.10K | 0.00 | 0.00 |
AUTOZONE INCDFND | COMMON STOCK | 14.19K | SH | $54.10M 1.32% | 14.19K | 0.00 | 0.00 |
MURPHY USA INCDFND | COMMON STOCK | 103.62K | SH | $48.68M 1.19% | 103.62K | 0.00 | 0.00 |
DEERE & CODFND | COMMON STOCK | 103.70K | SH | $48.67M 1.19% | 103.70K | 0.00 | 0.00 |
SERVICENOW INCDFND | COMMON STOCK | 61.05K | SH | $48.61M 1.19% | 61.05K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPDFND | COMMON STOCK | 68.45K | SH | $41.61M 1.01% | 68.45K | 0.00 | 0.00 |
AMERICAN EXPRESS CODFND | COMMON STOCK | 147.66K | SH | $39.73M 0.97% | 147.66K | 0.00 | 0.00 |
O'REILLY AUTOMOTIVE INCDFND | COMMON STOCK | 26.70K | SH | $38.24M 0.93% | 26.70K | 0.00 | 0.00 |
KROGER CODFND | COMMON STOCK | 540.13K | SH | $36.56M 0.89% | 540.13K | 0.00 | 0.00 |
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