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CHILTON INVESTMENT COMPANY INC.

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STAMFORD CT Investment Advisor Hedge Fund Billionaires Group
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Chilton Investment Company is based out of Stamford and is run by Richard Chilton Jr. Chilton Investment Company is a hedge fund with 17 clients and discretionary assets under management (AUM) of $1,814,155,000 (Form ADV from 2023-03-31). Their last reported 13F filing for Q4 2023 included $3,396,833,813 in managed 13F securities and a top 10 holdings concentration of 58.21%. Chilton Investment Company's largest holding is Microsoft Corp. with shares held of 879,366. Whalewisdom has at least 82 13F filings, 11 13D filings, and 134 13G filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
AON Aon PLC 2.06%
HSY Hershey Company (The 1.68%
AAPL Apple Inc 1.43%
TMO Thermo Fisher Scient 0.86%
CP Canadian Pacific Rai 0.57%

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 9.73%
SHW Sherwin-Williams Co. 8.45%
COST Costco Co. 7.56%
RSG Republic Services In 6.53%
HD Home Depot, Inc. (Th 6.14%

2023-12-31

13F Activity

Market Value $3.40b, Prior: $3.14b
New Purchases 18 stocks
Added To 48 stocks
Sold out of 14 stocks
Reduced holdings in 73 stocks
Top 10 Holdings % 58.21%
Turnover %[1] 18.82%
Turnover Alt %[2] 7.25%
Time Held Top 20 14.5 quarters
Time Held Top 10 17.8 quarters
Time Held All 15.4 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance