MondegarAI
Arnhold LLC

Q4 2024 · 13F-HR

Arnhold LLCholdings as filed

Filed 2025-02-14 · accession 0001172661-25-001051

$1.01B
Reported value
117
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78463V107GLDSPDR GOLD TR$127.9M12.6%519,209CommonSOLE
464285204IAUISHARES GOLD TR$87.0M8.58%1,757,254CommonSOLE
02079K305GOOGLALPHABET INC$41.0M4.04%216,586CommonSOLE
00206R102TAT&T INC$36.6M3.60%1,605,446CommonSOLE
11135F101AVGOBROADCOM INC$31.7M3.13%136,939CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$30.7M3.03%887,363CommonSOLE
78442P106SLMSLM CORP$29.9M2.94%1,082,801CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$24.6M2.43%216,847CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$24.6M2.43%435,306CommonSOLE
19247G107COHRCOHERENT CORP$23.7M2.34%250,678CommonSOLE
17275R102CSCOCISCO SYS INC$23.6M2.33%399,359CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$22.5M2.22%44,551CommonSOLE
983793100XPOXPO INC$21.7M2.14%165,739CommonSOLE
38173M102GBDCGOLUB CAP BDC INC$21.4M2.11%1,412,589CommonSOLE
37045V100GMGENERAL MTRS CO$21.2M2.09%398,644CommonSOLE
G8267P108SWSMURFIT WESTROCK PLC$20.2M1.99%374,051CommonSOLE
717081103PFEPFIZER INC$20.1M1.98%758,746CommonSOLE
H5919C104ONONON HLDG AG$19.7M1.94%359,000CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$18.8M1.85%470,271CommonSOLE
75513E101RTXRTX CORPORATION$18.1M1.78%156,074CommonSOLE
G3223R108EGEVEREST GROUP LTD$17.9M1.76%49,397CommonSOLE
92556V106VTRSVIATRIS INC$17.7M1.74%1,419,419CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$16.2M1.59%190,825CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$15.8M1.56%34,941CommonSOLE
835699307SONYSONY GROUP CORP$15.2M1.50%718,430CommonSOLE
23355L106DXCDXC TECHNOLOGY CO$14.4M1.42%720,590CommonSOLE
55024U109LITELUMENTUM HLDGS INC$14.2M1.40%169,419CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$12.5M1.23%207,442CommonSOLE
912909108USX1UNITED STATES STL CORP NEW$12.4M1.22%365,058CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$12.3M1.21%447,877CommonSOLE
237266101DARDARLING INGREDIENTS INC$12.1M1.20%359,898CommonSOLE
060505104BACBANK AMERICA CORP$11.8M1.17%268,942CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$11.0M1.08%128,933CommonSOLE
521865204LEALEAR CORP$10.4M1.03%110,038CommonSOLE
963320106WHRWHIRLPOOL CORP$10.4M1.02%90,539CommonSOLE
00090Q103ADTADT INC DEL$9.5M0.94%1,378,753CommonSOLE
037833100AAPLAPPLE INC$8.3M0.82%33,787CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$8.1M0.80%236,419CommonSOLE
55261F104MTBM & T BK CORP$7.7M0.76%41,092CommonSOLE
57142B104MQMARQETA INC$7.0M0.69%1,833,912CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$6.3M0.62%79,820CommonSOLE
023135106AMZNAMAZON COM INC$4.9M0.48%22,115CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$4.7M0.46%41,366CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$4.6M0.45%59,866CommonSOLE
46428Q109SLVISHARES SILVER TR$4.5M0.44%169,060CommonSOLE
09290D101BLKBLACKROCK INC$4.4M0.43%4,253CommonSOLE
67077M108NTRNUTRIEN LTD$3.8M0.37%84,595CommonSOLE
G54950103LINLINDE PLC$3.3M0.33%8,000CommonSOLE
770323103RHIROBERT HALF INC.$3.3M0.33%46,866CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.2M0.31%39,819CommonSOLE
500754106KHCKRAFT HEINZ CO$3.0M0.30%98,281CommonSOLE
036752103ELVELEVANCE HEALTH INC$2.9M0.29%7,899CommonSOLE
959802109WUWESTERN UN CO$2.9M0.28%271,020CommonSOLE
67401P405OCSLOAKTREE SPECIALTY LENDING CO$2.4M0.24%159,680CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2.3M0.23%18,370CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.1M0.21%22,952CommonSOLE
315616102FFIVF5 INC$2.1M0.21%8,336CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.0M0.20%18,886CommonSOLE
30303M102METAMETA PLATFORMS INC$1.8M0.18%3,124CommonSOLE
548661107LOWLOWES COS INC$1.7M0.17%7,065CommonSOLE
371901109GNTXGENTEX CORP$1.6M0.16%56,000CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.6M0.16%10,958CommonSOLE
064149107BNSBANK NOVA SCOTIA HALIFAX$1.5M0.15%28,600CommonSOLE
37637K108GTLBGITLAB INC$1.3M0.13%22,865CommonSOLE
02079K107GOOGALPHABET INC$1.3M0.13%6,670CommonSOLE
504922105LHLABCORP HOLDINGS INC$1.3M0.12%5,526CommonSOLE
G65431127NENOBLE CORP PLC$1.3M0.12%40,311CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC$1.2M0.12%117,106CommonSOLE
427866108HSYHERSHEY CO$1.2M0.12%7,279CommonSOLE
66987V109NVSNOVARTIS AG$1.2M0.12%12,636CommonSOLE
68622V106OGNORGANON & CO$1.2M0.12%82,030CommonSOLE
718172109PMPHILIP MORRIS INTL INC$1.2M0.12%10,000CommonSOLE
85207H104PHYSSPROTT PHYSICAL GOLD TR$1.1M0.11%56,486CommonSOLE
931142103WMTWALMART INC$1.1M0.11%12,114CommonSOLE
G61188127LBTYKLIBERTY GLOBAL LTD$1.1M0.11%81,677CommonSOLE
540424108LLOEWS CORP$1.0M0.10%12,000CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$970,7400.10%9,190CommonSOLE
85207K107PSLVSPROTT PHYSICAL SILVER TR$960,1750.09%99,500CommonSOLE
594918104MSFTMICROSOFT CORP$948,3750.09%2,250CommonSOLE
867975104SNRENSUNRISE COMMUNICATIONS AG$923,9370.09%21,447CommonSOLE
58933Y105MRKMERCK & CO INC$889,5500.09%8,942CommonSOLE
902973304USBUS BANCORP DEL$838,4600.08%17,530CommonSOLE
02209S103MOALTRIA GROUP INC$784,3500.08%15,000CommonSOLE
032108557ETHOAMPLIFY ETF TR$693,5950.07%11,610CommonSOLE
83193G107SMRTSMARTRENT INC$672,1380.07%384,079CommonSOLE
254687106DISDISNEY WALT CO$608,4160.06%5,464CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$597,3570.06%2,492CommonSOLE
10576N102BRZEBRAZE INC$579,5350.06%13,838CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$530,4000.05%2,400CommonSOLE
458140100INTCINTEL CORP$475,4860.05%23,715CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$473,9530.05%2,156CommonSOLE
205887102CAGCONAGRA BRANDS INC$437,3960.04%15,762CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$417,5680.04%800CommonSOLE
609207105MDLZMONDELEZ INTL INC$413,3320.04%6,920CommonSOLE
09255E102MYNBLACKROCK MUNIYIELD N Y QUAL$407,2320.04%40,400CommonSOLE
88339P101REALTHE REALREAL INC$382,5500.04%35,000CommonSOLE
23804L103DDOGDATADOG INC$381,3730.04%2,669CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD$326,1460.03%25,560CommonSOLE
513272104LWLAMB WESTON HLDGS INC$315,2370.03%4,717CommonSOLE
68622E104BARK INC$302,2570.03%164,270CommonSOLE
038336103ATRAPTARGROUP INC$297,8620.03%1,896CommonSOLE
093671105HRBBLOCK H & R INC$295,9040.03%5,600CommonSOLE
91529Y106UNMUNUM GROUP$292,1200.03%4,000CommonSOLE
92852X103VTSVITESSE ENERGY INC$258,3250.03%10,333CommonSOLE
644465106GFNEW GERMANY FD INC$254,6150.03%32,643CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$251,3040.02%2,400CommonSOLE
88160R101TSLATESLA INC$230,1890.02%570CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$228,8400.02%1,000CommonSOLE
649445400FLGFLAGSTAR FINANCIAL INC$217,6880.02%23,332CommonSOLE
852234103XYZBLOCK INC$216,3000.02%2,545CommonSOLE
G87052109TELTE CONNECTIVITY PLC$214,4550.02%1,500CommonSOLE
H01301128ALCALCON AG$214,4320.02%2,526CommonSOLE
22948Q101CTOCTO RLTY GROWTH INC NEW$200,3720.02%10,166CommonSOLE
95766R104WIWWESTERN AST INFL LKD OPP & I$144,7250.01%17,500CommonSOLE
95766Q106XWIAXWESTERN ASST INFLTN LKD INM$101,2320.01%12,654CommonSOLE
01675A208BIRDALLBIRDS INC$91,0980.01%13,070CommonSOLE
G9001E128LILAKLIBERTY LATIN AMERICA LTD$87,1180.01%13,741CommonSOLE

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.