SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Fourthstone LLC

CIK 0001767803 · 575 MARYVILLE CENTRE DR., SUITE 110, ST LOUIS, MO, 63141 · 800-771-8071

Reported Value
$558M
Q3 2025
Positions
83
Filings on Record
26
2019–present window
Filed
Nov 14, 2025
original filing

Summary

Fourthstone Llc reported $558M in U.S.-listed holdings across 83 positions for Q3 2025.

Its largest position, ORRF, represents 8.9% of the portfolio.

Compared with Q2 2025, the fund opened 6 new positions and exited 21.

Reported Value by Quarter

13F Reported Value
Q4 ’19: $107MQ4 ’19Q1 ’20: $110MQ2 ’20: $119MQ3 ’20: $119MQ4 ’20: $158MQ4 ’20Q1 ’21: $201MQ2 ’21: $235MQ3 ’21: $252MQ4 ’21: $266MQ4 ’21Q1 ’22: $251MQ2 ’22: $251MQ3 ’22: $311MQ4 ’22: $380.6BQ4 ’22Q1 ’23: $284MQ2 ’23: $376MQ3 ’23: $441MQ4 ’23: $494MQ4 ’23Q1 ’24: $307MQ2 ’24: $314MQ3 ’24: $449MQ4 ’24: $512MQ4 ’24Q1 ’25: $403MQ2 ’25: $510MQ3 ’25: $558MQ4 ’25: $534MQ4 ’25Q1 ’26: $590Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$590M62May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$534M54Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$558M83Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$510M98Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$403M75May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$512M68Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$449M66Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$314M46Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$307M29May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$494M65Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$441M99Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$376M67Aug 2, 202313F-HRchanges · EDGAR ↗
Q1 2023$284M34May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$380.6B48Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$311M55Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$251M46Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$251M36May 13, 202213F-HRchanges · EDGAR ↗
Q4 2021$266M48Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$252M55Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$235M63Aug 5, 202113F-HRchanges · EDGAR ↗
Q1 2021$201M40May 12, 202113F-HRchanges · EDGAR ↗
Q4 2020$158M37Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$119M44Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$119M47Jul 9, 202013F-HRchanges · EDGAR ↗
Q1 2020$110M54Apr 22, 202013F-HRchanges · EDGAR ↗
Q4 2019$107M31Feb 14, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.