Cheviot Value Management, LLC

13F filer · CIK 0001427147

Reported Aug 6, 2026

Net buyer this quarter

13F portfolio value$984MU.S. long equity reported on 13F

Positions32319 new · 7 closed

Net flow last quarter+$851KBuys minus sells

Top 10 positions weight42.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026323 positions
BRK.BBerkshire Hathaway Inc	$119M	12.09%	Not reported	0.0%	Q1 2013
AEMAgnico Eagle Mines Ltd	$63.6M	6.46%	0.08%	-0.3%	Q1 2013
GOOGLAlphabet Inc.	$56.8M	5.77%	0.00%	-4.4%	Q2 2017
JNJJohnson & Johnson	$39.3M	3.99%	0.01%	-2.9%	Q1 2013
VVisa Inc.	$27.6M	2.80%	0.00%	+2.8%	Q1 2018
METAMeta Platforms, Inc.	$24.7M	2.51%	Not reported	+8.2%	Q3 2018
CEFSprott Physical Gold & Silver Trust	$22.8M	2.32%	0.30%	-1.2%	Q1 2020
ULUnilever PLC	$22.1M	2.25%	0.02%	+10.7%	Q1 2025
MRKMerck & Co., Inc.	$22M	2.23%	0.01%	-0.2%	Q1 2013
MSFTMicrosoft Corp	$21.6M	2.19%	0.00%	+0.1%	Q1 2013
NEMNEWMONT Corp	$20.4M	2.07%	0.02%	-2.0%	Q1 2013
AMZNAmazon Com Inc	$19.5M	1.98%	0.00%	+1.3%	Q4 2018
XOMExxonMobil Holdings Corp	$17M	1.73%	0.00%	-0.9%	Q3 2015
MKLMarkel Group Inc.	$15.6M	1.58%	0.06%	+14.6%	Q1 2013
CMCSAComcast Corp	$15.4M	1.56%	0.02%	+6.3%	Q1 2020
BRK.ABerkshire Hathaway Inc	$15M	1.52%	Not reported	Not reported	Q4 2013
PFEPfizer Inc	$14.8M	1.50%	0.01%	+0.3%	Q1 2013
CVXChevron Corp	$13.7M	1.39%	0.00%	-0.7%	Q1 2013
COPConocophillips	$12.4M	1.26%	0.01%	-0.8%	Q1 2013
BBarrick Mining Corp	$11.3M	1.15%	0.02%	-3.2%	Q2 2025
AAPLApple Inc.	$9.98M	1.01%	0.00%	-0.2%	Q1 2014
QQQInvesco QQQ Trust, Series 1	$8.83M	0.90%	Not reported	-0.7%	Q1 2020
ABBVAbbVie Inc.	$7.02M	0.71%	0.00%	-0.7%	Q1 2013
AGIAlamos Gold Inc	$6.59M	0.67%	0.05%	+3.3%	Q1 2021
PAASPan American Silver Corp	$5.82M	0.59%	0.03%	-1.5%	Q1 2013
OXYOccidental Petroleum Corp	$4.69M	0.48%	0.01%	-3.0%	Q2 2023
CVSCVS HEALTH Corp	$4.3M	0.44%	0.00%	-1.8%	Q1 2013
SNDKSandisk Corp	$3.85M	0.39%	0.00%	-3.3%	Q1 2025
AMATApplied Materials Inc	$3.71M	0.38%	0.00%	-0.5%	Q4 2016
PSXPhillips 66	$3.7M	0.38%	0.01%	-2.1%	Q1 2013
LBRDKLiberty Broadband Corp	$3.28M	0.33%	Not reported	-22.2%	Q2 2018
NVDANvidia Corp	$2.82M	0.29%	0.00%	+2.8%	Q2 2021
WDCWestern Digital Corp	$2.71M	0.28%	0.00%	-1.7%	Q1 2025
JPMJPMorgan Chase & Co	$2.71M	0.28%	0.00%	+1.2%	Q4 2016
SMHMarket Vectors ETF Trust	$2.53M	0.26%	Not reported	-6.1%	Q1 2025
BSVNBank7 Corp.	$2M	0.20%	0.27%	-0.9%	Q1 2025
PMPhilip Morris International Inc.	$1.73M	0.18%	0.00%	0.0%	Q4 2016
GOOGAlphabet Inc.	$1.69M	0.17%	Not reported	-0.3%	Q1 2018
COSTCostco Wholesale Corp	$1.61M	0.16%	0.00%	+1.7%	Q2 2019
GLWCorning Inc	$1.57M	0.16%	0.00%	-1.6%	Q1 2025
AMGNAmgen Inc	$1.41M	0.14%	0.00%	+3.5%	Q4 2016
VZVerizon Communications Inc	$1.4M	0.14%	0.00%	-0.9%	Q4 2015
ABTAbbott Laboratories	$1.23M	0.13%	0.00%	0.0%	Q1 2013
INTCIntel Corp	$1.15M	0.12%	0.00%	-0.7%	Q4 2016
MSMorgan Stanley	$993K	0.10%	0.00%	+4.4%	Q1 2025
MCDMcdonalds Corp	$904K	0.09%	0.00%	Not reported	Q4 2013
SPYSPDR S&P 500 ETF Trust	$864K	0.09%	Not reported	-31.9%	Q1 2016
CDNSCadence Design Systems Inc	$855K	0.09%	0.00%	-0.4%	Q1 2025
CAHCardinal Health Inc	$843K	0.09%	0.00%	-13.4%	Q3 2025
TSLATesla, Inc.	$843K	0.09%	0.00%	Not reported	Q1 2025

Q1 2026Reported May 12, 2026310 positions
BRK.BBerkshire Hathaway Inc	$114M	11.44%	Not reported	+1.4%	Q1 2013
AEMAgnico Eagle Mines Ltd	$83.4M	8.38%	0.08%	-3.5%	Q1 2013
GOOGLAlphabet Inc.	$47.8M	4.80%	0.00%	-8.2%	Q2 2017
JNJJohnson & Johnson	$39M	3.91%	0.01%	-3.9%	Q1 2013
CEFSprott Physical Gold & Silver Trust	$27.4M	2.75%	0.30%	-8.4%	Q1 2020
NEMNEWMONT Corp	$24.1M	2.42%	0.02%	-6.6%	Q1 2013
VVisa Inc.	$23.6M	2.37%	0.00%	+6.4%	Q1 2018
METAMeta Platforms, Inc.	$23.2M	2.33%	Not reported	0.0%	Q3 2018
MSFTMicrosoft Corp	$21.4M	2.15%	0.00%	+1.1%	Q1 2013
XOMExxonMobil Holdings Corp	$21.3M	2.14%	0.00%	-0.9%	Q3 2015
MRKMerck & Co., Inc.	$20.6M	2.07%	0.01%	+1.0%	Q1 2013
ULUnilever PLC	$18.9M	1.90%	0.02%	0.0%	Q1 2025
CVXChevron Corp	$17.2M	1.72%	0.00%	-0.4%	Q1 2013
PFEPfizer Inc	$17.1M	1.72%	0.01%	+9.9%	Q1 2013
CMCSAComcast Corp	$16.9M	1.70%	0.01%	+5.7%	Q1 2020
AMZNAmazon Com Inc	$16.8M	1.69%	0.00%	+7.9%	Q4 2018
COPConocophillips	$15.9M	1.60%	0.01%	+1.0%	Q1 2013
BRK.ABerkshire Hathaway Inc	$14.4M	1.44%	Not reported	Not reported	Q4 2013
MKLMarkel Group Inc.	$13.3M	1.34%	0.06%	+1.7%	Q1 2013
BBarrick Mining Corp	$13M	1.31%	0.02%	-3.6%	Q2 2025
AGIAlamos Gold Inc	$9.35M	0.94%	0.05%	+0.2%	Q1 2021
AAPLApple Inc.	$8.77M	0.88%	0.00%	-0.2%	Q1 2014
PAASPan American Silver Corp	$7.21M	0.72%	0.03%	-7.3%	Q1 2013
QQQInvesco QQQ Trust, Series 1	$6.96M	0.70%	Not reported	+5.6%	Q1 2020
OXYOccidental Petroleum Corp	$6.47M	0.65%	0.01%	-3.3%	Q2 2023
LBRDKLiberty Broadband Corp	$6.37M	0.64%	Not reported	+63.0%	Q2 2018
ABBVAbbVie Inc.	$6.11M	0.61%	0.00%	-0.1%	Q1 2013
PSXPhillips 66	$4.07M	0.41%	0.01%	+0.9%	Q1 2013
CVSCVS HEALTH Corp	$3.04M	0.31%	0.00%	-1.3%	Q1 2013
JPMJPMorgan Chase & Co	$2.4M	0.24%	0.00%	Not reported	Q4 2016
NVDANvidia Corp	$2.39M	0.24%	0.00%	+0.9%	Q2 2021
BSVNBank7 Corp.	$2.03M	0.20%	0.27%	-0.7%	Q1 2025
AMATApplied Materials Inc	$1.76M	0.18%	0.00%	Not reported	Q4 2016
COSTCostco Wholesale Corp	$1.68M	0.17%	0.00%	Not reported	Q2 2019
VZVerizon Communications Inc	$1.67M	0.17%	0.00%	-13.2%	Q4 2015
PMPhilip Morris International Inc.	$1.58M	0.16%	0.00%	-1.2%	Q4 2016
SMHMarket Vectors ETF Trust	$1.57M	0.16%	Not reported	Not reported	Q1 2025
ABTAbbott Laboratories	$1.4M	0.14%	0.00%	Not reported	Q1 2013
GOOGAlphabet Inc.	$1.38M	0.14%	Not reported	-0.7%	Q1 2018
AMGNAmgen Inc	$1.32M	0.13%	0.00%	Not reported	Q4 2016
WDCWestern Digital Corp	$1.17M	0.12%	0.00%	-1.2%	Q1 2025
SNDKSandisk Corp	$1.11M	0.11%	0.00%	-13.0%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$1.11M	0.11%	Not reported	+44.3%	Q1 2016
DVNDevon Energy Corp	$1.1M	0.11%	0.00%	-13.9%	Q1 2022
MICCMagnum Ice Cream Co N.V.	$1.07M	0.11%	0.01%	-3.9%	Q4 2025
MCDMcdonalds Corp	$1.04M	0.10%	0.00%	Not reported	Q4 2013
CAHCardinal Health Inc	$866K	0.09%	0.00%	Not reported	Q3 2025
GLWCorning Inc	$852K	0.09%	0.00%	0.0%	Q1 2025
GLIBKLiberty Capital Corp	$846K	0.09%	Not reported	-1.1%	Q3 2025
WFCWells Fargo & Company	$756K	0.08%	0.00%	Not reported	Q4 2016

Q4 2025Reported Feb 3, 2026300 positions
BRK.BBerkshire Hathaway Inc	$111M	10.90%	Not reported	-1.2%	Q1 2013
AEMAgnico Eagle Mines Ltd	$95M	9.33%	0.09%	-8.0%	Q1 2013
GOOGLAlphabet Inc.	$60.9M	5.98%	0.00%	-4.4%	Q2 2017
JNJJohnson & Johnson	$37.7M	3.71%	0.01%	-2.5%	Q1 2013
CEFSprott Physical Gold & Silver Trust	$37M	3.64%	0.33%	-13.8%	Q1 2020
NEMNEWMONT Corp	$31.5M	3.09%	0.02%	-24.3%	Q1 2013
MSFTMicrosoft Corp	$27.5M	2.70%	0.00%	-1.5%	Q1 2013
METAMeta Platforms, Inc.	$27.1M	2.66%	Not reported	-1.9%	Q3 2018
VVisa Inc.	$24M	2.36%	0.00%	+4.1%	Q1 2018
ULUnilever PLC	$22.1M	2.17%	0.02%	-0.9%	Q1 2025
AMZNAmazon Com Inc	$18.2M	1.79%	0.00%	+8.2%	Q4 2018
MRKMerck & Co., Inc.	$18.1M	1.78%	0.01%	+2.7%	Q1 2013
BBarrick Mining Corp	$17.5M	1.72%	0.02%	-22.5%	Q2 2025
XOMExxonMobil Holdings Corp	$17.5M	1.71%	0.00%	+0.5%	Q3 2015
CMCSAComcast Corp	$15.8M	1.56%	0.01%	+12.0%	Q1 2020
PFEPfizer Inc	$14.4M	1.41%	0.01%	+12.0%	Q1 2013
BRK.ABerkshire Hathaway Inc	$14.2M	1.39%	Not reported	Not reported	Q4 2013
CVXChevron Corp	$14.1M	1.39%	0.00%	+1.5%	Q1 2013
MKLMarkel Group Inc.	$13.8M	1.35%	0.05%	+1.3%	Q1 2013
COPConocophillips	$12.1M	1.19%	0.01%	+6.7%	Q1 2013
PAASPan American Silver Corp	$9.38M	0.92%	0.03%	-20.9%	Q1 2013
AGIAlamos Gold Inc	$9.33M	0.92%	0.05%	+11.1%	Q1 2021
AAPLApple Inc.	$8.88M	0.87%	0.00%	-5.5%	Q1 2014
QQQInvesco QQQ Trust, Series 1	$7.24M	0.71%	Not reported	-0.2%	Q1 2020
ABBVAbbVie Inc.	$6.15M	0.60%	0.00%	-1.5%	Q1 2013
OXYOccidental Petroleum Corp	$4.62M	0.45%	0.01%	-15.8%	Q2 2023
LBRDKLiberty Broadband Corp	$3.31M	0.32%	Not reported	-32.7%	Q2 2018
CVSCVS HEALTH Corp	$3.18M	0.31%	0.00%	-4.1%	Q1 2013
PSXPhillips 66	$3.15M	0.31%	0.01%	+0.1%	Q1 2013
NVDANvidia Corp	$2.6M	0.26%	0.00%	-1.6%	Q2 2021
JPMJPMorgan Chase & Co	$2.46M	0.24%	0.00%	-1.4%	Q4 2016
BSVNBank7 Corp.	$2.06M	0.20%	0.28%	-3.8%	Q1 2025
AMATApplied Materials Inc	$1.74M	0.17%	0.00%	Not reported	Q4 2016
PMPhilip Morris International Inc.	$1.73M	0.17%	0.00%	-9.5%	Q4 2016
SMHMarket Vectors ETF Trust	$1.71M	0.17%	Not reported	Not reported	Q1 2025
GOOGAlphabet Inc.	$1.63M	0.16%	Not reported	-2.2%	Q1 2018
COSTCostco Wholesale Corp	$1.62M	0.16%	0.00%	-3.2%	Q2 2019
VZVerizon Communications Inc	$1.51M	0.15%	0.00%	-13.4%	Q4 2015
ABTAbbott Laboratories	$1.44M	0.14%	0.00%	-5.1%	Q1 2013
MICCMagnum Ice Cream Co N.V.	$1.32M	0.13%	0.01%	New	Q4 2025
AMGNAmgen Inc	$1.29M	0.13%	0.00%	Not reported	Q4 2016
WDCWestern Digital Corp	$1.22M	0.12%	0.00%	-34.9%	Q1 2025
SNDKSandisk Corp	$1.06M	0.10%	0.00%	-21.6%	Q1 2025
MCDMcdonalds Corp	$1.05M	0.10%	0.00%	-0.7%	Q4 2013
DVNDevon Energy Corp	$1.01M	0.10%	0.00%	-13.2%	Q1 2022
MDTMedtronic plc	$950K	0.09%	0.00%	-90.4%	Q1 2013
TSLATesla, Inc.	$865K	0.08%	0.00%	-22.0%	Q1 2025
CAHCardinal Health Inc	$863K	0.08%	0.00%	Not reported	Q3 2025
WFCWells Fargo & Company	$836K	0.08%	0.00%	-3.1%	Q4 2016
GLIBKLiberty Capital Corp	$834K	0.08%	Not reported	-11.0%	Q3 2025

Q3 2025Reported Oct 31, 2025325 positions
BRK.BBerkshire Hathaway Inc	$114M	12.15%	Not reported	-1.0%	Q1 2013
AEMAgnico Eagle Mines Ltd	$72.6M	7.72%	0.09%	-3.3%	Q1 2013
GOOGLAlphabet Inc.	$50.7M	5.39%	0.00%	-6.5%	Q2 2017
JNJJohnson & Johnson	$31.8M	3.38%	0.01%	-1.5%	Q1 2013
MSFTMicrosoft Corp	$31.4M	3.34%	0.00%	-0.9%	Q1 2013
METAMeta Platforms, Inc.	$31M	3.30%	Not reported	-6.7%	Q3 2018
CEFSprott Physical Gold & Silver Trust	$26.6M	2.82%	0.36%	-0.8%	Q1 2020
NEMNEWMONT Corp	$25M	2.66%	0.03%	-9.9%	Q1 2013
VVisa Inc.	$24.5M	2.60%	0.00%	-0.6%	Q1 2018
ULUnilever PLC	$23.4M	2.48%	0.01%	-1.1%	Q1 2025
AMZNAmazon Com Inc	$15.8M	1.69%	0.00%	+0.3%	Q4 2018
CMCSAComcast Corp	$14.6M	1.55%	0.01%	+2.5%	Q1 2020
XOMExxonMobil Holdings Corp	$14.5M	1.54%	0.00%	+3.0%	Q3 2015
BRK.ABerkshire Hathaway Inc	$14.4M	1.54%	Not reported	Not reported	Q4 2013
MRKMerck & Co., Inc.	$14.4M	1.53%	0.01%	+4.4%	Q1 2013
BBarrick Mining Corp	$13.6M	1.44%	0.02%	-24.7%	Q2 2025
CVXChevron Corp	$12.6M	1.34%	0.00%	+1.9%	Q1 2013
MKLMarkel Group Inc.	$12.4M	1.32%	0.05%	-1.0%	Q1 2013
PFEPfizer Inc	$12.2M	1.29%	0.01%	+0.3%	Q1 2013
AAPLApple Inc.	$9.85M	1.05%	0.00%	-0.4%	Q1 2014
COPConocophillips	$9.72M	1.03%	0.01%	+0.5%	Q1 2013
MDTMedtronic plc	$9.17M	0.97%	0.01%	-0.7%	Q1 2013
QQQInvesco QQQ Trust, Series 1	$7.25M	0.77%	Not reported	+1.2%	Q1 2020
LBRDKLiberty Broadband Corp	$6.62M	0.70%	Not reported	-14.9%	Q2 2018
ABBVAbbVie Inc.	$6.49M	0.69%	0.00%	-1.0%	Q1 2013
FISVFiserv Inc	$6.39M	0.68%	0.01%	+486.1%	Q3 2020
PAASPan American Silver Corp	$6.34M	0.67%	0.05%	-7.1%	Q1 2013
AGIAlamos Gold Inc	$5.96M	0.63%	0.05%	+7.2%	Q1 2021
OXYOccidental Petroleum Corp	$4.99M	0.53%	0.01%	-0.6%	Q2 2023
CVSCVS HEALTH Corp	$3.68M	0.39%	0.00%	-3.1%	Q1 2013
PSXPhillips 66	$2.96M	0.31%	0.01%	-1.6%	Q1 2013
NVDANvidia Corp	$2.78M	0.30%	0.00%	-0.6%	Q2 2021
JPMJPMorgan Chase & Co	$2.53M	0.27%	0.00%	Not reported	Q4 2016
BSVNBank7 Corp.	$2.15M	0.23%	0.29%	-3.7%	Q1 2025
ABTAbbott Laboratories	$1.82M	0.19%	0.00%	-0.3%	Q1 2013
VZVerizon Communications Inc	$1.74M	0.19%	0.00%	-1.0%	Q4 2015
COSTCostco Wholesale Corp	$1.61M	0.17%	0.00%	+3.3%	Q2 2019
PMPhilip Morris International Inc.	$1.6M	0.17%	0.00%	-0.1%	Q4 2016
SMHMarket Vectors ETF Trust	$1.49M	0.16%	Not reported	Not reported	Q1 2025
GOOGAlphabet Inc.	$1.33M	0.14%	Not reported	+3.5%	Q1 2018
TSLATesla, Inc.	$1.18M	0.13%	0.00%	-8.2%	Q1 2025
DISWalt Disney Co	$1.18M	0.13%	0.00%	+67.3%	Q1 2018
AMATApplied Materials Inc	$1.17M	0.12%	0.00%	Not reported	Q4 2016
AMGNAmgen Inc	$1.1M	0.12%	0.00%	Not reported	Q4 2016
MCDMcdonalds Corp	$1.03M	0.11%	0.00%	Not reported	Q4 2013
SPYSPDR S&P 500 ETF Trust	$1.02M	0.11%	Not reported	-10.3%	Q1 2016
INTCIntel Corp	$967K	0.10%	0.00%	+164.2%	Q4 2016
GLIBKLiberty Capital Corp	$949K	0.10%	Not reported	New	Q3 2025
ORCLOracle Corp	$940K	0.10%	0.00%	-9.9%	Q1 2023
DVNDevon Energy Corp	$938K	0.10%	0.00%	-35.1%	Q1 2022

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