Lhm, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002009224

Type: FundHoldings: 23Value: $301.7MLatest: 2025Q1

LHM, INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 23 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MU",
  null,
  "MCFT",
  null,
  "IPGP",
  null,
  "OMI",
  "SNFCA",
  "WGO",
  "TSM",
  "SONY",
  "KRNT",
  "NVO",
  "TTWO",
  "WAL",
  "WHR",
  "XPEL",
  null,
  null,
  "CIEN",
  "CMA",
  "COHR",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 23
Total Value: 301679429
Accession Number: 0001213900-25-042188
Form Type: 13F-HR
CIK: lhm
Manager Name: Lhm

Data Enrichment

78% identified

18 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

23 positions • $301.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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922908769

VTI|922908769

Shares:414.6K

Value:$113.9M

% of Portfolio:37.8% ($113.9M/$301.7M)

092528603

Shares:1.2M

Value:$62.7M

% of Portfolio:20.8% ($62.7M/$301.7M)

78464A870

Shares:143.8K

Value:$11.7M

% of Portfolio:3.9% ($11.7M/$301.7M)

Kornit Digital Ltd.

KRNT|M6372Q113

Shares:532.5K

Value:$10.2M

% of Portfolio:3.4% ($10.2M/$301.7M)

NOVO NORDISK A S

NVO|670100205

Shares:138.5K

Value:$9.7M

% of Portfolio:3.2% ($9.7M/$301.7M)

SECURITY NATIONAL FINANCIAL CORP

SNFCA|814785309

Shares:781.2K

Value:$9.5M

% of Portfolio:3.1% ($9.5M/$301.7M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:91.3K

Value:$7.9M

% of Portfolio:2.6% ($7.9M/$301.7M)

500767306

Shares:225.7K

Value:$7.9M

% of Portfolio:2.6% ($7.9M/$301.7M)

COMERICA INC /NEW/

CMA|200340107

Shares:129.9K

Value:$7.8M

% of Portfolio:2.6% ($7.8M/$301.7M)

WESTERN ALLIANCE BANCORPORATION

WAL|957638109

Shares:98.8K

Value:$7.6M

% of Portfolio:2.5% ($7.6M/$301.7M)

82889N525

Shares:151.3K

Value:$7.6M

% of Portfolio:2.5% ($7.6M/$301.7M)

COHERENT CORP.

COHR|19247G107

Shares:100.3K

Value:$6.5M

% of Portfolio:2.2% ($6.5M/$301.7M)

TAKE TWO INTERACTIVE SOFTWARE INC

TTWO|874054109

Shares:28.0K

Value:$5.8M

% of Portfolio:1.9% ($5.8M/$301.7M)

IPG PHOTONICS CORP

IPGP|44980X109

Shares:81.0K

Value:$5.1M

% of Portfolio:1.7% ($5.1M/$301.7M)

XPEL, Inc.

XPEL|98379L100

Shares:165.5K

Value:$4.9M

% of Portfolio:1.6% ($4.9M/$301.7M)

WINNEBAGO INDUSTRIES INC

WGO|974637100

Shares:127.2K

Value:$4.4M

% of Portfolio:1.5% ($4.4M/$301.7M)

WHIRLPOOL CORP /DE/

WHR|963320106

Shares:42.6K

Value:$3.8M

% of Portfolio:1.3% ($3.8M/$301.7M)

MasterCraft Boat Holdings, Inc.

MCFT|57637H103

Shares:177.4K

Value:$3.1M

% of Portfolio:1.0% ($3.1M/$301.7M)

72201R585

Shares:112.5K

Value:$3.0M

% of Portfolio:1.0% ($3.0M/$301.7M)

Sony Group Corp

SONY|835699307

Shares:106.9K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$301.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	414.6K	QoQ -1.71% (-7.2K) YoY NEW(+414.6K)	All Managers (Combined)	$113.9M	37.8% ($113.9M/$301.7M)	QoQ -6.78% (-$8.3M) YoY NEW(+$113.9M)
(cusip092528603)✕	1.2M	QoQ +19.43% (+194.9K) YoY NEW(+1.2M)	All Managers (Combined)	$62.7M	20.8% ($62.7M/$301.7M)	QoQ +20.25% (+$10.6M) YoY NEW(+$62.7M)
(cusip78464A870)✕	143.8K	QoQ +15.99% (+19.8K) YoY NEW(+143.8K)	All Managers (Combined)	$11.7M	3.9% ($11.7M/$301.7M)	QoQ +4.45% (+$497.6K) YoY NEW(+$11.7M)
Kornit Digital Ltd.(KRNTcusipM6372Q113)	532.5K	QoQ +17.30% (-78.6K) YoY NEW(+532.5K)	All Managers (Combined)	$10.2M	3.4% ($10.2M/$301.7M)	QoQ -27.68% (-$3.9M) YoY NEW(+$10.2M)
NOVO NORDISK A S(NVOcusip670100205)	138.5K	QoQ NEW(+138.5K) YoY NEW(+138.5K)	All Managers (Combined)	$9.7M	3.2% ($9.7M/$301.7M)	QoQ NEW(+$9.7M) YoY NEW(+$9.7M)
SECURITY NATIONAL FINANCIAL CORP(SNFCAcusip814785309)	781.2K	QoQ -9.55% (-82.5K) YoY -5.02% (-41.4K)	All Managers (Combined)	$9.5M	3.1% ($9.5M/$301.7M)	QoQ -9.02% (-$937.7K) YoY +45.27% (-$2.9M)
MICRON TECHNOLOGY INC(MUcusip595112103)	91.3K	QoQ -9.71% (-9.8K) YoY NEW(+91.3K)	All Managers (Combined)	$7.9M	2.6% ($7.9M/$301.7M)	QoQ -6.78% (-$578.6K) YoY NEW(+$7.9M)
(cusip500767306)✕	225.7K	QoQ +15.08% (+29.6K) YoY NEW(+225.7K)	All Managers (Combined)	$7.9M	2.6% ($7.9M/$301.7M)	QoQ +37.39% (+$2.1M) YoY NEW(+$7.9M)
COMERICA INC /NEW/(CMAcusip200340107)	129.9K	QoQ -3.95% (-5.4K) YoY NEW(+129.9K)	All Managers (Combined)	$7.8M	2.6% ($7.8M/$301.7M)	QoQ -8.24% (-$697.4K) YoY NEW(+$7.8M)
WESTERN ALLIANCE BANCORPORATION(WALcusip957638109)	98.8K	QoQ 0.00% (-0) YoY NEW(+98.8K)	All Managers (Combined)	$7.6M	2.5% ($7.6M/$301.7M)	QoQ -8.03% (-$662.8K) YoY NEW(+$7.6M)
(cusip82889N525)✕	151.3K	QoQ -13.26% (-23.1K) YoY NEW(+151.3K)	All Managers (Combined)	$7.6M	2.5% ($7.6M/$301.7M)	QoQ -12.47% (-$1.1M) YoY NEW(+$7.6M)
COHERENT CORP.(COHRcusip19247G107)	100.3K	QoQ +8.51% (-7.9K) YoY NEW(+100.3K)	All Managers (Combined)	$6.5M	2.2% ($6.5M/$301.7M)	QoQ -25.61% (-$2.2M) YoY NEW(+$6.5M)
TAKE TWO INTERACTIVE SOFTWARE INC(TTWOcusip874054109)	28.0K	QoQ NEW(+28.0K) YoY NEW(+28.0K)	All Managers (Combined)	$5.8M	1.9% ($5.8M/$301.7M)	QoQ NEW(+$5.8M) YoY NEW(+$5.8M)
IPG PHOTONICS CORP(IPGPcusip44980X109)	81.0K	QoQ +37.75% (+22.2K) YoY NEW(+81.0K)	All Managers (Combined)	$5.1M	1.7% ($5.1M/$301.7M)	QoQ +19.61% (+$838.1K) YoY NEW(+$5.1M)
XPEL, Inc.(XPELcusip98379L100)	165.5K	QoQ +35.27% (-43.2K) YoY NEW(+165.5K)	All Managers (Combined)	$4.9M	1.6% ($4.9M/$301.7M)	QoQ -0.49% (-$24.1K) YoY NEW(+$4.9M)
WINNEBAGO INDUSTRIES INC(WGOcusip974637100)	127.2K	QoQ 0.00% (-0) YoY NEW(+127.2K)	All Managers (Combined)	$4.4M	1.5% ($4.4M/$301.7M)	QoQ -27.87% (-$1.7M) YoY NEW(+$4.4M)
WHIRLPOOL CORP /DE/(WHRcusip963320106)	42.6K	QoQ 0.00% (-0) YoY NEW(+42.6K)	All Managers (Combined)	$3.8M	1.3% ($3.8M/$301.7M)	QoQ -21.27% (-$1.0M) YoY NEW(+$3.8M)
MasterCraft Boat Holdings, Inc.(MCFTcusip57637H103)	177.4K	QoQ +106.79% (+91.6K) YoY NEW(+177.4K)	All Managers (Combined)	$3.1M	1.0% ($3.1M/$301.7M)	QoQ +86.73% (+$1.4M) YoY NEW(+$3.1M)
(cusip72201R585)✕	112.5K	QoQ 0.00% (+0) YoY NEW(+112.5K)	All Managers (Combined)	$3.0M	1.0% ($3.0M/$301.7M)	QoQ +1.15% (+$33.8K) YoY NEW(+$3.0M)
Sony Group Corp(SONYcusip835699307)	106.9K	QoQ NEW(+106.9K) YoY NEW(+106.9K)	All Managers (Combined)	$2.7M	0.9% ($2.7M/$301.7M)	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)