0001172661-24-002483.txt : 20240515 0001172661-24-002483.hdr.sgml : 20240515 20240515160427 ACCESSION NUMBER: 0001172661-24-002483 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Centerstone Investors, LLC CENTRAL INDEX KEY: 0001766788 ORGANIZATION NAME: 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: 24950259 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 true false 0001766788 XXXXXXXX 03-31-2024 03-31-2024 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 Managing Partner 917-658-1611 /s/ Philip Santopadre New York NY 05-15-2024 0 30 129457478
INFORMATION TABLE 2 infotable.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 312885 4324 SH SOLE 4324 0 0 BAIDU INC SPON ADR REP A 056752108 1688270 14680 SH SOLE 12013 0 2667 BRUNSWICK CORP COM 117043109 2708641 28063 SH SOLE 20926 0 7137 CARLISLE COS INC COM 142339100 2630881 6714 SH SOLE 4113 0 2601 CARMAX INC COM 143130102 2157627 24769 SH SOLE 13937 0 10832 CHEVRON CORP NEW COM 166764100 4868172 30862 SH SOLE 24000 0 6862 CONOCOPHILLIPS COM 20825C104 572760 4500 SH SOLE 4500 0 0 CORPAY INC COM SHS 219948106 3913830 12685 SH SOLE 8100 0 4585 DISNEY WALT CO COM 254687106 1999362 16340 SH SOLE 12500 0 3840 DOLLAR GEN CORP NEW COM 256677105 4933525 31613 SH SOLE 23637 0 7976 EMERSON ELEC CO COM 291011104 2606164 22978 SH SOLE 16457 0 6521 ENVISTA HOLDINGS CORPORATION COM 29415F104 1994026 93266 SH SOLE 63327 0 29939 FRANCO NEV CORP COM 351858105 7009891 50047 SH SOLE 31892 0 18155 GRAINGER W W INC COM 384802104 4534108 4457 SH SOLE 3122 0 1335 HENRY SCHEIN INC COM 806407102 6418444 84990 SH SOLE 58155 0 26835 HSBC HLDGS PLC SPON ADR NEW 404280406 250920 6375 SH SOLE 6375 0 0 ISHARES INC MSCI WORLD ETF 464286392 7367659 50843 SH SOLE 50843 0 0 ISHARES INC MSCI HONG KG ETF 464286871 11233724 722426 SH SOLE 722426 0 0 MCDONALDS CORP COM 580135101 2745066 9736 SH SOLE 6694 0 3042 META PLATFORMS INC CL A 30303M102 2778974 5723 SH SOLE 4500 0 1223 MOHAWK INDS INC COM 608190104 777356 5939 SH SOLE 0 0 5939 OREILLY AUTOMOTIVE INC COM 67103H107 7852490 6956 SH SOLE 4927 0 2029 PERRIGO CO PLC SHS G97822103 6340882 167615 SH SOLE 144895 0 22720 ROSS STORES INC COM 778296103 3150203 21465 SH SOLE 16108 0 5357 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 14009153 196377 SH SOLE 162064 0 34313 SCOTTS MIRACLE-GRO CO CL A 810186106 1618752 21702 SH SOLE 11495 0 10207 SONOCO PRODS CO COM 835495102 2226782 38499 SH SOLE 22312 0 16187 SOUTHERN COPPER CORP COM 84265V105 3576942 33580 SH SOLE 26750 0 6830 SPDR GOLD TR GOLD SHS 78463V107 13525884 65749 SH SOLE 65749 0 0 WALMART INC COM 931142103 3654105 60708 SH SOLE 43500 0 17208