Briar Hall Management portfolio
Single-position portfolioPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 12, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
This 13F omits positions for which the manager requested confidential treatment from the SEC: the portfolio may be incomplete until they are disclosed.
Briar Hall Management reported a $7.0 bn portfolio of 1 position to the SEC as of the end of Q2 2026. Its largest positions are ITW.
Sections with a free account
What changed this quarter
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Illinois Tool WorksITW100.0%
Portfolio by sector
- ● Industrials 100%
13F filings with amendments or confidential positions
- 13F Q2 2026 ↗filed Aug 12, 2026Omitted positions (confidential)
- 13F Q1 2026 ↗filed May 13, 2026Omitted positions (confidential)
- 13F Q4 2025 ↗filed Feb 13, 2026Omitted positions (confidential)
- 13F Q3 2025 ↗filed Nov 12, 2025Omitted positions (confidential)
- 13F Q2 2025 ↗filed Aug 12, 2025Omitted positions (confidential)
- 13F Q1 2025 ↗filed May 13, 2025Omitted positions (confidential)
- 13F Q4 2024 ↗filed Feb 14, 2025Omitted positions (confidential)
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; a single position is more than 70% of the portfolio. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Slate Path CapitalInvestment firm · $7.2 bn
- ACR Alpine Capital ResearchInvestment firm · $7.4 bn
- Reaves W HInvestment firm · $6.6 bn
- AppaloosaInvestment firm · $7.5 bn
- Peconic PartnersInvestment firm · $7.5 bn
- Ruane, Cunniff & GoldfarbInvestment firm · $6.4 bn