MondegarAI
Arnhold LLC

Q3 2024 · 13F-HR

Arnhold LLCholdings as filed

Filed 2024-11-13 · accession 0001172661-24-004629

$1.03B
Reported value
111
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$128.4M12.5%528,267CommonSOLE
464285204IAUISHARES GOLD TR$87.3M8.48%1,757,254CommonSOLE
02079K305GOOGLALPHABET INC$39.4M3.82%237,522CommonSOLE
00206R102TAT&T INC$38.6M3.75%1,755,073CommonSOLE
19247G107COHRCOHERENT CORP$31.4M3.05%353,210CommonSOLE
11135F101AVGOBROADCOM INC$30.1M2.92%174,410CommonSOLE
78442P106SLMSLM CORP$27.1M2.63%1,186,827CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$27.0M2.62%271,614CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$25.7M2.50%43,996CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$25.5M2.47%1,108,462CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$24.4M2.37%471,940CommonSOLE
17275R102CSCOCISCO SYS INC$23.0M2.23%431,510CommonSOLE
983793100XPOXPO INC$22.6M2.19%210,302CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$22.5M2.19%501,716CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$22.2M2.15%208,792CommonSOLE
G3223R108EGEVEREST GROUP LTD$21.2M2.06%54,174CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$20.9M2.02%1,380,089CommonSOLE
75513E101RTXRTX CORPORATION$20.7M2.01%170,885CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$20.4M1.98%410,078CommonSOLE
717081103PFEPFIZER INC$18.9M1.83%652,479CommonSOLE
H5919C104ONONON HLDG AG$18.9M1.83%376,500CommonSOLE
37045V100GMGENERAL MTRS CO$18.0M1.75%401,985CommonSOLE
92556V106VTRSVIATRIS INC$17.9M1.73%1,538,372CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$17.1M1.66%37,250CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$16.3M1.58%786,161CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$15.3M1.49%428,012CommonSOLE
835699307SONYSONY GROUP CORP$15.2M1.48%157,775CommonSOLE
237266101DARDARLING INGREDIENTS INC$14.7M1.42%394,457CommonSOLE
521865204LEALEAR CORP$13.2M1.28%120,554CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$12.7M1.23%350,654CommonSOLE
55024U109LITELUMENTUM HLDGS INC$11.8M1.14%185,857CommonSOLE
060505104BACBANK AMERICA CORP$11.7M1.13%294,667CommonSOLE
320517105FHNFIRST HORIZON CORPORATION$11.6M1.12%744,632CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$11.0M1.07%141,403CommonSOLE
00090Q103ADTADT INC DEL$10.9M1.06%1,514,201CommonSOLE
680665205OLNOLIN CORP$10.6M1.03%220,737CommonSOLE
963320106WHRWHIRLPOOL CORP$10.5M1.02%98,026CommonSOLE
037833100AAPLAPPLE INC$8.1M0.78%34,617CommonSOLE
46428Q109SLVISHARES SILVER TR$7.9M0.77%278,575CommonSOLE
55261F104MTBM & T BK CORP$7.3M0.71%41,092CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$7.2M0.69%116,177CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$4.6M0.45%59,866CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$4.5M0.44%41,366CommonSOLE
67077M108NTRNUTRIEN LTD$4.5M0.43%92,865CommonSOLE
023135106AMZNAMAZON COM INC$4.2M0.41%22,525CommonSOLE
09247X101BLKCHFBLACKROCK INC$4.0M0.39%4,253CommonSOLE
G54950103LINLINDE PLC$3.8M0.37%8,000CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.6M0.35%39,819CommonSOLE
770323103RHIROBERT HALF INC.$3.2M0.31%46,866CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.5M0.24%18,370CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.2M0.21%18,886CommonSOLE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$2.1M0.20%127,180CommonSOLE
375558103GILDGILEAD SCIENCES INC$1.9M0.19%22,952CommonSOLE
548661107LOWLOWES COS INC$1.9M0.19%7,065CommonSOLE
30303M102METAMETA PLATFORMS INC$1.8M0.18%3,224CommonSOLE
315616102FFIVF5 INC$1.8M0.18%8,336CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.8M0.17%10,958CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$1.8M0.17%81,677CommonSOLE
371901109GNTXGENTEX CORP$1.7M0.16%56,000CommonSOLE
68622V106OGNORGANON & CO$1.6M0.15%82,430CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$1.6M0.15%28,600CommonSOLE
G65431127NENOBLE CORP PLC$1.5M0.14%40,311CommonSOLE
66987V109NVSNOVARTIS AG$1.5M0.14%12,636CommonSOLE
427866108HSYHERSHEY CO$1.4M0.14%7,279CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1.2M0.12%151,333CommonSOLE
504922105LHLABCORP HOLDINGS INC$1.2M0.12%5,526CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.2M0.12%10,000CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$1.1M0.11%55,236CommonSOLE
02079K107GOOGALPHABET INC$1.1M0.11%6,670CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$1.0M0.10%99,500CommonSOLE
58933Y105MRKMERCK & CO INC$1.0M0.10%8,942CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$992,0600.10%9,190CommonSOLE
931142103WMTWALMART INC$978,2060.09%12,114CommonSOLE
594918104MSFTMICROSOFT CORP$968,1750.09%2,250CommonSOLE
540424108LLOEWS CORP$948,6000.09%12,000CommonSOLE
902973304USBUS BANCORP DEL$801,6470.08%17,530CommonSOLE
02209S103MOALTRIA GROUP INC$765,6000.07%15,000CommonSOLE
032108557ETHOAMPLIFY ETF TR$695,5810.07%11,610CommonSOLE
83193G107SMRTSMARTRENT INC$664,4570.06%384,079CommonSOLE
780087102RYROYAL BK CDA$623,6500.06%5,000CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$618,4560.06%2,400CommonSOLE
458140100INTCINTEL CORP$556,3540.05%23,715CommonSOLE
37637K108GTLBGITLAB INC$555,3440.05%10,775CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$539,5720.05%25,560CommonSOLE
254687106DISDISNEY WALT CO$525,5820.05%5,464CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$525,4630.05%2,492CommonSOLE
205887102CAGCONAGRA BRANDS INC$512,5800.05%15,762CommonSOLE
609207105MDLZMONDELEZ INTL INC$509,7960.05%6,920CommonSOLE
10576N102BRZEBRAZE INC$497,2280.05%15,375CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$476,6480.05%2,156CommonSOLE
09255E102MYNBLACKROCK MUNIYIELD N Y QUAL$399,9380.04%37,100CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$393,0160.04%800CommonSOLE
093671105HRBBLOCK H & R INC$355,8800.03%5,600CommonSOLE
92852X103VTSVITESSE ENERGY INC$350,9560.03%14,611CommonSOLE
513272104LWLAMB WESTON HLDGS INC$305,3790.03%4,717CommonSOLE
038336103ATRAPTARGROUP INC$303,7200.03%1,896CommonSOLE
644465106GFNEW GERMANY FD INC$291,5020.03%32,643CommonSOLE
68622E104BARK INC$267,7600.03%164,270CommonSOLE
649445400FLGNEW YORK CMNTY BANCORP INC$262,0180.03%23,332CommonSOLE
H01301128ALCALCON AG$252,7770.02%2,526CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$251,3280.02%2,400CommonSOLE
91529Y106UNMUNUM GROUP$237,7600.02%4,000CommonSOLE
G87052109TELTE CONNECTIVITY PLC$226,4850.02%1,500CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$208,7000.02%1,000CommonSOLE
22948Q101CTOCTO RLTY GROWTH INC NEW$193,3570.02%10,166CommonSOLE
485859201KPLTKATAPULT HOLDINGS INC$188,2250.02%18,116CommonSOLE
01675A208BIRDALLBIRDS INC$161,0110.02%13,645CommonSOLE
95766R104WIWWESTERN AST INFL LKD OPP & I$154,7000.02%17,500CommonSOLE
G9001E128LILAKLIBERTY LATIN AMERICA LTD$130,4020.01%13,741CommonSOLE
88339P101REALTHE REALREAL INC$109,9000.01%35,000CommonSOLE
95766Q106XWIAXWESTERN ASST INFLTN LKD INM$108,1920.01%12,654CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.