Institutional Manager · CIK 0001728354
Briar Hall Management LLC
Nashville, TN · File #028-18510
Latest AUM
$6.37B
Positions
2
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | ILLINOIS TOOL WKS INC | 452308109 | -22,500 | -$5.5M | -$14.4M |
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20252 pos · $6.37B
- 13F HOLDINGS REPORTQ/E Sep 20252 pos · $6.74B
- 13F HOLDINGS REPORTQ/E Jun 20252 pos · $6.39B
- 13F HOLDINGS REPORTQ/E Mar 20252 pos · $6.41B
- 13F HOLDINGS REPORTQ/E Dec 20242 pos · $6.56B
- 13F HOLDINGS REPORTQ/E Sep 20242 pos · $6.78B
- 13F HOLDINGS REPORTQ/E Jun 20242 pos · $6.20B
- 13F HOLDINGS REPORTQ/E Mar 20242 pos · $7.02B
- 13F HOLDINGS REPORTQ/E Dec 20232 pos · $6.03B
Top 2 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ILLINOIS TOOL WKS INC | 452308109 | 24,878,918 | $6.13B | 96.24% |
| 2 | ILLINOIS TOOL WKS INC | 452308109 | 972,060 | $239.4M | 3.76% |