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BHM

Briar Hall Management Portfolio holdings

AUM $6.98B
1-Year Est. Return 9.39%
This Fund
S&P 500
This Quarter Est. Return
-2.19%
1 Year Est. Return
+9.39%
3 Year Est. Return
+8.12%
5 Year Est. Return
+20.98%
10 Year Est. Return
–
AUM
$6.41B
AUM Growth
-$148M
Cap. Flow
-$5M
Cap. Flow %
-0.08%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
ITW icon
Illinois Tool Works
ITW
+$5M

Sector Composition

Rank Sector Weight
1 Industrials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITW icon
1
Illinois Tool Works
ITW
$80.4B
$6.41B 100%
25,838,730
-19,440
-0.1% -$5M

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Briar Hall Management's Q1 2025 Portfolio in Review

As of Q1 2025, Briar Hall Management held 1 position worth $6.41B, down 2.3% from $6.56B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 0%. Briar Hall Management opened no new positions and made no exits, leaving the 1-position portfolio largely intact.

By sector, the portfolio is most concentrated in Industrials at 100% of assets, unchanged from a quarter earlier.

  • Briar Hall Management's biggest Q1 2025 reduction was Illinois Tool Works, cutting an estimated $5M.
  • Briar Hall Management's ten largest holdings make up 100% of its $6.41B portfolio in Q1 2025.
  • Briar Hall Management opened 0 new positions and closed 0 in Q1 2025.
  • Briar Hall Management's portfolio value fell 2.3% quarter-over-quarter to $6.41B.

Based on Briar Hall Management's 13F filing for Q1 2025, filed 13 May 2025.