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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
URTH +50,843+$6,763
NVST +93,266+$2,244
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
ACWI -133,000-$12,285
CCU -257,786-$3,248
XRAY -60,086-$2,053
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
HSIC +8,375+$746
RYAAY +1,743+$3,539
SON +1,597+$175
DG +1,281+$1,089
KMX +1,230+$236
SMG +1,174+$456
PRGO +1,148+$659
CVX +862-$456
BC +754+$558
WMT +656+$60
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
MHK -11,509-$882
GLD -6,003-$23
FNV -2,046-$751
CSL -1,761-$99
GWW -575+$212
META +133+$348
ORLY +219+$486
MCD +342+$412
FLT +505+$693
Centerstone Investors LLC Info
Size ($ in 1000's)
At 12/31/2023: $97,618
At 09/30/2023: $97,865

Centerstone Investors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Centerstone Investors LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Centerstone Investors LLC
As of  12/31/2023, we find all stocks held by Centerstone Investors LLC to be as follows, presented in the table below with each row detailing each Centerstone Investors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Centerstone Investors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Centerstone Investors LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
RYANAIR HOLDINGS PLC 75,782 +1,743 $10,106
     RYAAY75,782+1,743$10,106
SPDR GOLD TR (GLD) 51,027 -6,003 $9,755
     GLD51,027-6,003$9,755
PERRIGO CO PLC 231,983 +1,148 $7,465
     PRGO231,983+1,148$7,465
ISHARES INC (URTH) 50,843 +50,843 $6,763
     URTH50,843+50,843$6,763
OREILLY AUTOMOTIVE INC 6,956 +219 $6,609
     ORLY6,956+219$6,609
HENRY SCHEIN INC 84,990 +8,375 $6,435
     HSIC84,990+8,375$6,435
FLEETCOR TECHNOLOGIES INC 20,685 +505 $5,846
     FLT20,685+505$5,846
CHEVRON CORP NEW 30,862 +862 $4,603
     CVX30,862+862$4,603
DOLLAR GEN CORP NEW 31,613 +1,281 $4,298
     DG31,613+1,281$4,298
GRAINGER W W INC 4,457 -575 $3,693
     GWW4,457-575$3,693
SONOCO PRODS CO 58,499 +1,597 $3,268
     SON58,499+1,597$3,268
WALMART INC 20,236 +656 $3,191
     WMT20,236+656$3,191
ROSS STORES INC 21,465 +507 $2,971
     ROST21,465+507$2,971
MCDONALDS CORP 9,736 +342 $2,887
     MCD9,736+342$2,887
BRUNSWICK CORP 28,063 +754 $2,715
     BC28,063+754$2,715
FRANCO NEV CORP 21,048 -2,046 $2,332
     FNV21,048-2,046$2,332
ENVISTA HOLDINGS CORPORATION 93,266 +93,266 $2,244
     NVST93,266+93,266$2,244
EMERSON ELEC CO 22,978 +596 $2,236
     EMR22,978+596$2,236
CARLISLE COS INC 6,714 -1,761 $2,098
     CSL6,714-1,761$2,098
SCOTTS MIRACLE GRO CO 32,702 +1,174 $2,085
     SMG32,702+1,174$2,085
META PLATFORMS INC 5,723 +133 $2,026
     META5,723+133$2,026
CARMAX INC 24,769 +1,230 $1,901
     KMX24,769+1,230$1,901
DISNEY WALT CO 16,340 +540 $1,476
     DIS16,340+540$1,476
MOHAWK INDS INC 5,939 -11,509 $615
     MHK5,939-11,509$615
ISHARES TR $0 (exited)
     ACWI0-133,000$0
COMPANIA CERVECERIAS UNIDAS $0 (exited)
     CCU0-257,786$0
DENTSPLY SIRONA INC 0 -60,086 $0 (exited)
     XRAY0-60,086$0

See Summary: Centerstone Investors LLC Top Holdings
See Details: Top 10 Stocks Held By Centerstone Investors LLC

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