Chapman Investment Management, LLC Long-Term Concentrated

Location: San Anselmo, CA

CIK: 0001751006 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 22, 2026

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

Holdings (27)

New Positions (27)

COST COSTCO WHOLESALE CORPORATION 10.7%
Value $12.99M Shares 13,890 Est. Cost $291.54 Unrealized
AMZN AMAZON COM INC 9.0%
Value $10.92M Shares 45,825 Est. Cost $124.37 Unrealized
MSFT MICROSOFT CORP 8.8%
Value $10.71M Shares 28,705 Est. Cost $170.87 Unrealized
MA MASTERCARD INCORPORATED 8.5%
Value $10.26M Shares 19,985 Est. Cost $291.22 Unrealized
V VISA INC 7.9%
Value $9.558M Shares 27,859 Est. Cost $182.61 Unrealized
MKL MARKEL GROUP INC 7.5%
Value $9.07M Shares 4,644 Est. Cost $1366.67 Unrealized
AAPL APPLE INC 7.2%
Value $8.682M Shares 30,003 Est. Cost $132.41 Unrealized
AXP AMERICAN EXPRESS CO 5.8%
Value $7.083M Shares 20,941 Est. Cost $169.01 Unrealized
WM WASTE MGMT INC DEL 5.0%
Value $6.056M Shares 27,173 Est. Cost $127.24 Unrealized
MELI MERCADOLIBRE INC 4.7%
Value $5.749M Shares 3,387 Est. Cost $1278.12 Unrealized
CTAS CINTAS CORP 3.8%
Value $4.63M Shares 27,220 Est. Cost $171.97 Unrealized
LLY ELI LILLY & CO 3.4%
Value $4.082M Shares 3,403 Est. Cost $718.31 Unrealized
JPM JPMORGAN CHASE & CO 2.6%
Value $3.117M Shares 9,521 Est. Cost $110.81 Unrealized
S&P GLOBAL INC 2.6%
Value $3.114M Shares 7,646 Est. Cost Unrealized
EXPD EXPEDITORS INTL WASH INC 2.5%
Value $3.021M Shares 18,537 Est. Cost $93.80 Unrealized
GOOGL ALPHABET INC 1.7%
Value $2.046M Shares 5,726 Est. Cost Unrealized
UBER UBER TECHNOLOGIES INC 1.6%
Value $1.928M Shares 26,723 Est. Cost $66.14 Unrealized
ISRG INTUITIVE SURGICAL INC 1.2%
Value $1.484M Shares 3,732 Est. Cost $455.48 Unrealized
ACN ACCENTURE PLC IRELAND 1.1%
Value $1.385M Shares 11,130 Est. Cost $205.87 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 1.1%
Value $1.279M Shares 1,713 Est. Cost $432.70 Unrealized
SBUX STARBUCKS CORP 1.0%
Value $1.265M Shares 12,382 Est. Cost $88.57 Unrealized
CRM SALESFORCE INC 0.7%
Value $824K Shares 5,257 Est. Cost $215.77 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.6%
Value $729K Shares 7,920 Est. Cost $90.05 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value $519K Shares 1,038 Est. Cost $282.01 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.2%
Value $296K Shares 143 Est. Cost $1116.81 Unrealized
BAC BANK OF AMER CORP 0.2%
Value $231K Shares 4,062 Est. Cost Unrealized
CVX CHEVRON CORPORATION 0.2%
Value $202K Shares 1,217 Est. Cost $102.46 Unrealized

Exited Positions (26)

COST COSTCO WHOLESALE CORPORATION 11.9%
Value $14.43M Shares 14,478 Est. Cost $291.54 Unrealized
MSFT MICROSOFT CORP 9.2%
Value $11.12M Shares 30,028 Est. Cost $170.87 Unrealized
MA MASTERCARD INCORPORATED 8.6%
Value $10.39M Shares 20,802 Est. Cost $291.22 Unrealized
AMZN AMAZON COM INC 8.2%
Value $9.954M Shares 47,794 Est. Cost $124.37 Unrealized
MKL MARKEL GROUP INC 7.5%
Value $9.111M Shares 4,760 Est. Cost $1366.67 Unrealized
V VISA INC 7.2%
Value $8.69M Shares 28,752 Est. Cost $182.61 Unrealized
AAPL APPLE INC 6.3%
Value $7.698M Shares 30,334 Est. Cost $132.41 Unrealized
MELI MERCADOLIBRE INC 5.7%
Value $6.878M Shares 3,978 Est. Cost $1278.12 Unrealized
AXP AMERICAN EXPRESS CO 5.4%
Value $6.525M Shares 21,573 Est. Cost $169.01 Unrealized
WM WASTE MGMT INC DEL 5.4%
Value $6.497M Shares 28,275 Est. Cost $127.24 Unrealized
CTAS CINTAS CORP 3.9%
Value $4.72M Shares 27,906 Est. Cost $171.97 Unrealized
SPGI S&P GLOBAL INC 3.2%
Value $3.879M Shares 9,119 Est. Cost $505.21 Unrealized
LLY ELI LILLY & CO 2.6%
Value $3.18M Shares 3,457 Est. Cost $718.31 Unrealized
ACN ACCENTURE PLC IRELAND 2.5%
Value $3.02M Shares 15,230 Est. Cost $205.87 Unrealized
EXPD EXPEDITORS INTL WASH INC 2.3%
Value $2.849M Shares 19,888 Est. Cost $93.80 Unrealized
JPM JPMORGAN CHASE & CO 2.3%
Value $2.801M Shares 9,521 Est. Cost $110.81 Unrealized
UBER UBER TECHNOLOGIES INC 1.6%
Value $1.939M Shares 26,958 Est. Cost $66.14 Unrealized
ISRG INTUITIVE SURGICAL INC 1.4%
Value $1.725M Shares 3,741 Est. Cost $455.48 Unrealized
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
DIS DISNEY WALT CO 0.7%
Value $838K Shares 8,698 Est. Cost $120.91 Unrealized
SBUX STARBUCKS CORP 0.6%
Value $770K Shares 8,599 Est. Cost $88.57 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.6%
Value $731K Shares 7,920 Est. Cost $90.05 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%
Value $522K Shares 1,090 Est. Cost $282.01 Unrealized
CVX CHEVRON CORPORATION 0.3%
Value $356K Shares 1,722 Est. Cost $102.46 Unrealized
WTM WHITE MTNS INS GROUP LTD 0.3%
Value $314K Shares 143 Est. Cost $1116.81 Unrealized