HoldingsChannel.com
Centerstone Investors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SPDR GOLD TRUST (GLD) 160,661 UNCH $22,311
     GLD160,661UNCH$22,311
PERRIGO CO PLC 225,535 UNCH $12,605
     PRGO225,535UNCH$12,605
MOSAIC CO NEW 593,902 +114,739 $12,175
     MOS593,902+114,739$12,175
MOHAWK INDS INC 67,391 +14,382 $8,361
     MHK67,391+14,382$8,361
3M CO 50,625 +26,618 $8,323
     MMM50,625+26,618$8,323
HENRY SCHEIN INC 130,063 +12,454 $8,259
     HSIC130,063+12,454$8,259
VERSUM MATLS INC 128,000 UNCH $6,775
     VSM128,000UNCH$6,775
COLGATE PALMOLIVE CO 80,254 -9,462 $5,899
     CL80,254-9,462$5,899
EMERSON ELEC CO 74,806 +10,700 $5,002
     EMR74,806+10,700$5,002
GRAINGER W W INC 15,150 UNCH $4,502
     GWW15,150UNCH$4,502
DENTSPLY SIRONA INC 80,400 UNCH $4,286
     XRAY80,400UNCH$4,286
GENERAL ELECTRIC CO 455,000 +55,000 $4,068
     GE455,000+55,000$4,068
O REILLY AUTOMOTIVE INC NEW 10,208 UNCH $4,068
     ORLY10,208UNCH$4,068
NOW INC 351,794 +82,000 $4,035
     DNOW351,794+82,000$4,035
COMPANIA CERVECERIAS UNIDAS 174,503 -76,303 $3,873
     CCU174,503-76,303$3,873
VENTAS INC 52,947 -12,643 $3,867
     VTR52,947-12,643$3,867
CARLISLE COS INC 23,303 -5,800 $3,392
     CSL23,303-5,800$3,392
STATE STR CORP 56,000 UNCH $3,315
     STT56,000UNCH$3,315
CARMAX INC 35,558 UNCH $3,129
     KMX35,558UNCH$3,129
TJX COS INC NEW 53,106 UNCH $2,960
     TJX53,106UNCH$2,960
MONMOUTH REAL ESTATE INVT CO 204,068 UNCH $2,941
     MNR204,068UNCH$2,941
SCOTTS MIRACLE GRO CO 27,740 -24,500 $2,824
     SMG27,740-24,500$2,824
TAPESTRY INC 96,743 -78,983 $2,520
     TPR96,743-78,983$2,520
MCDONALDS CORP 10,536 UNCH $2,262
     MCD10,536UNCH$2,262
COVETRUS INC 170,817 +170,817 $2,031
     CVET170,817+170,817$2,031

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 09/30/2019: $145,606
At 06/30/2019: $160,107

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

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