HoldingsChannel.com
Centerstone Investors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
SPDR GOLD TRUST (GLD) 128,030 -32,631 $18,954
     GLD128,030-32,631$18,954
O REILLY AUTOMOTIVE INC NEW 25,158 +20,562 $7,574
     ORLY25,158+20,562$7,574
PERRIGO CO PLC 144,499 -93,116 $6,949
     PRGO144,499-93,116$6,949
COMPANIA CERVECERIAS UNIDAS 478,255 -63,678 $6,399
     CCU478,255-63,678$6,399
SONOCO PRODS CO 130,673 +99,347 $6,057
     SON130,673+99,347$6,057
COLGATE PALMOLIVE CO 77,892 -14,734 $5,169
     CL77,892-14,734$5,169
CHEVRON CORP NEW 70,956 +70,956 $5,141
     CVX70,956+70,956$5,141
TARGET CORP 46,330 +46,330 $4,307
     TGT46,330+46,330$4,307
HENRY SCHEIN INC 83,767 -46,296 $4,232
     HSIC83,767-46,296$4,232
3M CO 30,204 +6,103 $4,123
     MMM30,204+6,103$4,123
MICROSOFT CORP 26,062 +26,062 $4,110
     MSFT26,062+26,062$4,110
BRUNSWICK CORP 109,650 +76,907 $3,878
     BC109,650+76,907$3,878
MOHAWK INDS INC 46,841 -20,550 $3,571
     MHK46,841-20,550$3,571
GRAINGER W W INC 13,956 -1,194 $3,468
     GWW13,956-1,194$3,468
GENERAL ELECTRIC CO 395,000 -60,000 $3,136
     GE395,000-60,000$3,136
EMERSON ELEC CO 64,133 +10,348 $3,056
     EMR64,133+10,348$3,056
COVETRUS INC 370,243 +59,026 $3,014
     CVET370,243+59,026$3,014
SCOTTS MIRACLE GRO CO 27,740 UNCH $2,841
     SMG27,740UNCH$2,841
MCDONALDS CORP 17,129 +4,836 $2,832
     MCD17,129+4,836$2,832
MONMOUTH REAL ESTATE INVT CO 204,068 UNCH $2,459
     MNR204,068UNCH$2,459
NOW INC 439,033 +439,033 $2,265
     DNOW439,033+439,033$2,265
DENTSPLY SIRONA INC 44,150 -36,250 $1,714
     XRAY44,150-36,250$1,714
CARLISLE COS INC 12,811 UNCH $1,605
     CSL12,811UNCH$1,605
CARMAX INC 27,023 +6,384 $1,455
     KMX27,023+6,384$1,455
TC ENERGY CORP 27,000 +27,000 $1,196
     TRP27,000+27,000$1,196

See Full List: All Stocks Held By Centerstone Investors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Centerstone Investors LLC

Size ($ in 1000's)
At 03/31/2020: $110,358
At 12/31/2019: $139,601

Centerstone Investors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Centerstone Investors LLC 13F filings. Link to 13F filings: SEC filings

Centerstone Investors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.