Briar Hall Management LLC

All 13F Filings

Location
Nashville, TN
Most recent 13F
Q4 2025
Holdings value ($000)
6,367,096
Description
Nashville Tennessee based planning integrated investment advisor with a limited liability advisory organization and a governance centered and selective investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and active stewardship and governance oversight for fiduciary household mandates. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through allocation committee oversight and portfolio discipline.
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 2/13/2026 1 6,367,096 13F-HR Briar Hall Management LLC
Q3 2025 11/12/2025 1 6,737,707 13F-HR Briar Hall Management LLC
Q2 2025 8/12/2025 1 6,388,626 13F-HR Briar Hall Management LLC
Q1 2025 5/13/2025 1 6,408,263 13F-HR Briar Hall Management LLC
Q4 2024 2/14/2025 1 6,556,598 13F-HR Briar Hall Management LLC
Q3 2024 11/12/2024 1 6,776,651 13F-HR Briar Hall Management LLC
Q2 2024 8/9/2024 1 6,199,600 13F-HR Briar Hall Management LLC
Q1 2024 5/7/2024 1 7,019,799 13F-HR Briar Hall Management LLC
Q4 2023 2/5/2024 1 6,851,636 13F-HR Briar Hall Management LLC
Q3 2023 11/8/2023 1 6,025,698 13F-HR Briar Hall Management LLC
Q2 2023 8/1/2023 1 6,545,042 13F-HR Briar Hall Management LLC
Q1 2023 5/11/2023 1 6,369,486 13F-HR Briar Hall Management LLC
Q4 2022 2/14/2023 1 5,805,395 13F-HR/A - RESTATEMENT Briar Hall Management LLC
Q4 2022 2/10/2023 1 5,805,395 13F-HR Briar Hall Management LLC
Q3 2022 11/7/2022 1 4,761 13F-HR Briar Hall Management LLC
Q2 2022 8/3/2022 1 4,708 13F-HR Briar Hall Management LLC
Q1 2022 5/2/2022 1 5,409 13F-HR Briar Hall Management LLC
Q4 2021 1/31/2022 1 6,375 13F-HR Briar Hall Management LLC
Q3 2021 10/21/2021 1 5,338 13F-HR Briar Hall Management LLC
Q2 2021 8/5/2021 1 5,775 13F-HR Briar Hall Management LLC
Q1 2021 5/5/2021 1 5,722 13F-HR Briar Hall Management LLC
Q4 2020 1/25/2021 1 5,270 13F-HR Briar Hall Management LLC
Q3 2020 10/29/2020 1 4,989 13F-HR Briar Hall Management LLC
Q2 2020 7/30/2020 1 4,515 13F-HR Briar Hall Management LLC
Q1 2020 5/20/2020 1 3,669 13F-HR Briar Hall Management LLC
Q4 2019 1/29/2020 1 4,642 13F-HR Briar Hall Management LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 6.367 M 100.0% 0 370.6 K -370.6 K
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Fund Snapshot

Q4 2025
Latest filed
2/13/2026
Total value ($000)
6,367,096
Holdings
1
QoQ value change ($000)
-370,611 (-5.5%)
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.