Cheviot Value Management’s ORIX IX Stock Holding History

Cheviot Value Management’s Portfolio IX Stock Details IX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.26K	Buy	+113	New	+$4.47K	﹤0.01%	378

Other funds holding IX

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Cheviot Value Management's IX Position: Q3 2026 in Review

Cheviot Value Management opened a new position in ORIX (IX) in Q3 2026: 113 shares worth $4.26K. The stake represents ﹤0.01% of the portfolio and ranks #378 among its holdings.

214 funds tracked by Wall St. Rank hold IX as of Q3 2026.

Cheviot Value Management held 113 shares of ORIX worth $4.26K as of Q3 2026.
ORIX was a new Cheviot Value Management position in Q3 2026.
ORIX made up ﹤0.01% of Cheviot Value Management's portfolio in Q3 2026, its #378 holding.
214 funds tracked by Wall St. Rank held ORIX as of Q3 2026.

Based on Cheviot Value Management's 13F filing for Q3 2026, filed 9 Nov 2026.