Cheviot Value Management, LLC
Annual return '25
+5.8%
SPY '25
+17.7%
Alpha
-12.0ptsvs SPY
Invested
$995.6M
Holdings
423
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
Q1 2026: Exited (was 234.4k shares)
11.4%
02
$SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
Q1 2026: Exited (was 976.1k shares)
10.8%
03
$AEM
AGNICO EAGLE MINES LTD COM
Q1 2026: Exited (was 425.9k shares)
8.4%
04
$TOTL
STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
Q1 2026: Exited (was 1.27M shares)
5.5%
05
$GOOGL
ALPHABET INC CAP STK CL A
Q1 2026: Exited (was 181.1k shares)
4.8%
06
$JNJ
JOHNSON & JOHNSON COM
Q1 2026: Exited (was 165.7k shares)
3.9%
07
$LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Q1 2026: Exited (was 319.3k shares)
3.6%
08
$TDTF
FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND
Q1 2026: Exited (was 1.29M shares)
3.3%
09
$CEF
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
Q1 2026: Exited (was 626.3k shares)
2.8%
10
$NEM
NEWMONT CORP COM
Q1 2026: Exited (was 238.7k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:59 UTC.