0001172661-23-004014.txt : 20231114 0001172661-23-004014.hdr.sgml : 20231114 20231114161241 ACCESSION NUMBER: 0001172661-23-004014 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231406296 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 09-30-2023 09-30-2023 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 11-14-2023 0 25 97866124 INFORMATION TABLE 2 infotable.xml BRUNSWICK CORP COM 117043109 2157411 27309 SH SOLE 20926 0 6383 CARLISLE COS INC COM 142339100 2197228 8475 SH SOLE 6157 0 2318 CARMAX INC COM 143130102 1664914 23539 SH SOLE 13937 0 9602 CHEVRON CORP NEW COM 166764100 5058600 30000 SH SOLE 24000 0 6000 COMPANIA CERVECERIAS UNIDAS SPONSORED ADR 204429104 3248104 257786 SH SOLE 206476 0 51310 DENTSPLY SIRONA INC COM 24906P109 2053299 60086 SH SOLE 43750 0 16336 DISNEY WALT CO COM 254687106 1280590 15800 SH SOLE 12500 0 3300 DOLLAR GEN CORP NEW COM 256677105 3209126 30332 SH SOLE 23637 0 6695 EMERSON ELEC CO COM 291011104 2161429 22382 SH SOLE 16457 0 5925 FLEETCOR TECHNOLOGIES INC COM 339041105 5152761 20180 SH SOLE 16100 0 4080 FRANCO NEV CORP COM 351858105 3082818 23094 SH SOLE 16894 0 6200 GRAINGER W W INC COM 384802104 3481339 5032 SH SOLE 3842 0 1190 HENRY SCHEIN INC COM 806407102 5688665 76615 SH SOLE 58155 0 18460 ISHARES TR MSCI ACWI ETF 464288257 12285210 133000 SH SOLE 133000 0 0 MCDONALDS CORP COM 580135101 2474755 9394 SH SOLE 6694 0 2700 META PLATFORMS INC CL A 30303M102 1678174 5590 SH SOLE 4500 0 1090 MOHAWK INDS INC COM 608190104 1497213 17448 SH SOLE 12200 0 5248 OREILLY AUTOMOTIVE INC COM 67103H107 6122990 6737 SH SOLE 4927 0 1810 PERRIGO CO PLC SHS G97822103 6805677 230835 SH SOLE 181195 0 49640 ROSS STORES INC COM 778296103 2367207 20958 SH SOLE 16108 0 4850 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 6567398 74039 SH SOLE 30880 0 43159 SCOTTS MIRACLE-GRO CO CL A 810186106 1629368 31528 SH SOLE 22495 0 9033 SONOCO PRODS CO COM 835495102 3092624 56902 SH SOLE 42312 0 14590 SPDR GOLD TR GOLD SHS 78463V107 9777794 57030 SH SOLE 57030 0 0 WALMART INC COM 931142103 3131429 19580 SH SOLE 14500 0 5080