Cheviot Value Management, LLC

All 13F Filings

Location
Beverly Hills, CA
Most recent 13F
Q4 2025
Holdings value ($000)
1,018,105
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 2/3/2026 416 1,018,105 13F-HR Cheviot Value Management, LLC
Q3 2025 10/31/2025 444 940,216 13F-HR Cheviot Value Management, LLC
Q2 2025 8/13/2025 433 872,262 13F-HR Cheviot Value Management, LLC
Q1 2014 5/14/2014 35 181,311 13F-HR Cheviot Value Management, LLC
Q4 2013 2/12/2014 34 181,161 13F-HR Cheviot Value Management, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 731.6 K 71.9% 48.99 K 0 48.99 K
ETFs 286.5 K 28.1% 28.89 K 0 28.89 K
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Fund Snapshot

Q4 2025
Latest filed
2/3/2026
Total value ($000)
1,018,105
Holdings
416
QoQ value change ($000)
77,889 (8.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.