Chapman Investment Management, LLC Long-Term Concentrated

Location: San Anselmo, CA

CIK: 0001751006 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 4, 2026

Total Value: $121M (100.0% shares, 0.0% debt)

Holdings (26)

COST COSTCO WHOLESALE CORPORATION 11.9%

Value $14.43M Shares 14,478 Est. Cost $291.54 Unrealized +230.6%

MSFT MICROSOFT CORP 9.2%

Value $11.12M Shares 30,028 Est. Cost $170.87 Unrealized +154.4%

MA MASTERCARD INCORPORATED 8.6%

Value $10.39M Shares 20,802 Est. Cost $291.22 Unrealized +85.1%

AMZN AMAZON COM INC 8.2%

Value $9.954M Shares 47,794 Est. Cost $124.37 Unrealized +82.4%

MKL MARKEL GROUP INC 7.5%

Value $9.111M Shares 4,760 Est. Cost $1366.67 Unrealized +52.0%

V VISA INC 7.2%

Value $8.69M Shares 28,752 Est. Cost $182.61 Unrealized +80.3%

AAPL APPLE INC 6.4%

Value $7.698M Shares 30,334 Est. Cost $132.41 Unrealized +98.5%

MELI MERCADOLIBRE INC 5.7%

Value $6.878M Shares 3,978 Est. Cost $1278.12 Unrealized +61.7%

AXP AMERICAN EXPRESS CO 5.4%

Value $6.525M Shares 21,573 Est. Cost $169.01 Unrealized +110.7%

WM WASTE MGMT INC DEL 5.4%

Value $6.497M Shares 28,275 Est. Cost $127.24 Unrealized +77.7%

CTAS CINTAS CORP 3.9%

Value $4.72M Shares 27,906 Est. Cost $171.97 Unrealized +12.4%

SPGI S&P GLOBAL INC 3.2%

Value $3.879M Shares 9,119 Est. Cost $505.21 Unrealized -4.0%

LLY ELI LILLY & CO 2.6%

Value $3.18M Shares 3,457 Est. Cost $718.31 Unrealized +45.8%

ACN ACCENTURE PLC IRELAND 2.5%

Value $3.02M Shares 15,230 Est. Cost $205.87 Unrealized +23.0%

EXPD EXPEDITORS INTL WASH INC 2.4%

Value $2.849M Shares 19,888 Est. Cost $93.80 Unrealized +67.2%

JPM JPMORGAN CHASE & CO 2.3%

Value $2.801M Shares 9,521 Est. Cost $110.81 Unrealized +181.0%

UBER UBER TECHNOLOGIES INC 1.6%

Value $1.939M Shares 26,958 Est. Cost $66.14 Unrealized +19.0%

ISRG INTUITIVE SURGICAL INC 1.4%

Value $1.725M Shares 3,741 Est. Cost $455.48 Unrealized +14.4%

SPY STATE STR SPDR S&P 500 ETF T 1.1%

Value $1.276M Shares 1,962 Est. Cost $432.70 Unrealized —

CRM SALESFORCE INC 0.8%

Value $981K Shares 5,257 Est. Cost $215.77 Unrealized 0.0%

DIS DISNEY WALT CO 0.7%

Value $838K Shares 8,698 Est. Cost $120.91 Unrealized -9.5%

SBUX STARBUCKS CORP 0.6%

Value $770K Shares 8,599 Est. Cost $88.57 Unrealized +5.7%

ORLY OREILLY AUTOMOTIVE INC 0.6%

Value $731K Shares 7,920 Est. Cost $90.05 Unrealized +5.5%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%

Value $522K Shares 1,090 Est. Cost $282.01 Unrealized +75.0%

CVX CHEVRON CORPORATION 0.3%

Value $356K Shares 1,722 Est. Cost $102.46 Unrealized +67.7%

WTM WHITE MTNS INS GROUP LTD 0.3%

Value $314K Shares 143 Est. Cost $1116.81 Unrealized +88.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
COST	COSTCO WHOLESALE CORPORATION	14,478	$14.43M	11.9%	$291.54	+230.6%	COM	22160K105
MSFT	MICROSOFT CORP	30,028	$11.12M	9.2%	$170.87	+154.4%	COM	594918104
MA	MASTERCARD INCORPORATED	20,802	$10.39M	8.6%	$291.22	+85.1%	CL A	57636Q104
AMZN	AMAZON COM INC	47,794	$9.954M	8.2%	$124.37	+82.4%	COM	023135106
MKL	MARKEL GROUP INC	4,760	$9.111M	7.5%	$1366.67	+52.0%	COM	570535104
V	VISA INC	28,752	$8.69M	7.2%	$182.61	+80.3%	COM CL A	92826C839
AAPL	APPLE INC	30,334	$7.698M	6.4%	$132.41	+98.5%	COM	037833100
MELI	MERCADOLIBRE INC	3,978	$6.878M	5.7%	$1278.12	+61.7%	COM	58733R102
AXP	AMERICAN EXPRESS CO	21,573	$6.525M	5.4%	$169.01	+110.7%	COM	025816109
WM	WASTE MGMT INC DEL	28,275	$6.497M	5.4%	$127.24	+77.7%	COM	94106L109
CTAS	CINTAS CORP	27,906	$4.72M	3.9%	$171.97	+12.4%	COM	172908105
SPGI	S&P GLOBAL INC	9,119	$3.879M	3.2%	$505.21	-4.0%	COM	78409V104
LLY	ELI LILLY & CO	3,457	$3.18M	2.6%	$718.31	+45.8%	COM	532457108
ACN	ACCENTURE PLC IRELAND	15,230	$3.02M	2.5%	$205.87	+23.0%	SHS CLASS A	G1151C101
EXPD	EXPEDITORS INTL WASH INC	19,888	$2.849M	2.4%	$93.80	+67.2%	COM	302130109
JPM	JPMORGAN CHASE & CO	9,521	$2.801M	2.3%	$110.81	+181.0%	COM	46625H100
UBER	UBER TECHNOLOGIES INC	26,958	$1.939M	1.6%	$66.14	+19.0%	COM	90353T100
ISRG	INTUITIVE SURGICAL INC	3,741	$1.725M	1.4%	$455.48	+14.4%	COM NEW	46120E602
SPY	STATE STR SPDR S&P 500 ETF T	1,962	$1.276M	1.1%	$432.70	—	TR UNIT	78462F103
CRM	SALESFORCE INC	5,257	$981K	0.8%	$215.77	0.0%	COM	79466L302
DIS	DISNEY WALT CO	8,698	$838K	0.7%	$120.91	-9.5%	COM	254687106
SBUX	STARBUCKS CORP	8,599	$770K	0.6%	$88.57	+5.7%	COM	855244109
ORLY	OREILLY AUTOMOTIVE INC	7,920	$731K	0.6%	$90.05	+5.5%	COM	67103H107
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,090	$522K	0.4%	$282.01	+75.0%	CL B NEW	084670702
CVX	CHEVRON CORPORATION	1,722	$356K	0.3%	$102.46	+67.7%	COM	166764100
WTM	WHITE MTNS INS GROUP LTD	143	$314K	0.3%	$1116.81	+88.8%	COM	G9618E107