0001172661-23-003147.txt : 20230814 0001172661-23-003147.hdr.sgml : 20230814 20230814161028 ACCESSION NUMBER: 0001172661-23-003147 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Centerstone Investors, LLC CENTRAL INDEX KEY: 0001766788 IRS NUMBER: 474951104 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19077 FILM NUMBER: 231170147 BUSINESS ADDRESS: STREET 1: 228 PARK AVENUE S. STREET 2: SUITE 75938 CITY: NEW YORK STATE: NY ZIP: 10003 BUSINESS PHONE: 212-503-5789 MAIL ADDRESS: STREET 1: 228 PARK AVENUE S. STREET 2: SUITE 75938 CITY: NEW YORK STATE: NY ZIP: 10003 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001766788 XXXXXXXX 06-30-2023 06-30-2023 false Centerstone Investors, LLC

228 Park Avenue S. Suite 75938 New York NY 10003

13F HOLDINGS REPORT 028-19077 000282959 801-107361 N Philip Santopadre 917-658-1611 /s/ Philip Santopadre New York NY 08-14-2023 0 24 100401852 INFORMATION TABLE 2 infotable.xml BRUNSWICK CORP COM 117043109 2366052 27309 SH SOLE 20926 0 6383 CARLISLE COS INC COM 142339100 2174092 8475 SH SOLE 6157 0 2318 CARMAX INC COM 143130102 1899070 22689 SH SOLE 13937 0 8752 CHEVRON CORP NEW COM 166764100 3540375 22500 SH SOLE 18000 0 4500 COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 4183866 257786 SH SOLE 206476 0 51310 DENTSPLY SIRONA INC COM 24906P109 2325363 58086 SH SOLE 43750 0 14336 DOLLAR GEN CORP NEW COM 256677105 1819193 10715 SH SOLE 8600 0 2115 EMERSON ELEC CO COM 291011104 2023108 22382 SH SOLE 16457 0 5925 FLEETCOR TECHNOLOGIES INC COM 339041105 5066795 20180 SH SOLE 16100 0 4080 FRANCO NEV CORP COM 351858105 3293204 23094 SH SOLE 16894 0 6200 GRAINGER W W INC COM 384802104 3968185 5032 SH SOLE 3842 0 1190 HENRY SCHEIN INC COM 806407102 6213477 76615 SH SOLE 58155 0 18460 ISHARES TR MSCI ACWI ETF 464288257 12760020 133000 SH SOLE 133000 0 0 MCDONALDS CORP COM 580135101 2803265 9394 SH SOLE 6694 0 2700 META PLATFORMS INC CL A 30303M102 1604218 5590 SH SOLE 4500 0 1090 MOHAWK INDS INC COM 608190104 1799935 17448 SH SOLE 12200 0 5248 OREILLY AUTOMOTIVE INC COM 67103H107 6435856 6737 SH SOLE 4927 0 1810 PERRIGO CO PLC SHS G97822103 7836848 230835 SH SOLE 181195 0 49640 ROSS STORES INC COM 778296103 2350020 20958 SH SOLE 16108 0 4850 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 7453776 67394 SH SOLE 26420 0 40974 SCOTTS MIRACLE-GRO CO CL A 810186106 1882455 30028 SH SOLE 22495 0 7533 SONOCO PRODS CO COM 835495102 3358356 56902 SH SOLE 42312 0 14590 SPDR GOLD TR GOLD SHS 78463V107 10166738 57030 SH SOLE 57030 0 0 WALMART INC COM 931142103 3077584 19580 SH SOLE 14500 0 5080