Port Capital LLC: 13F holdings
CIK 17292122026Q2
| Positions | 108 |
|---|
| Reported value | $2.5bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 108 (+26 vs prior quarter) |
|---|
| Reported value | $2.5bn (+9.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| HEI.A HEICO CORP NEW | 804,484 | $207.5m | 8.5% |
| RBC RBC BEARINGS INC | 290,280 | $187.0m | 7.6% |
| TDY TELEDYNE TECHNOLOGIES INC | 244,265 | $162.9m | 6.6% |
| APH AMPHENOL CORP | 743,744 | $131.1m | 5.4% |
| SPXC SPX TECHNOLOGIES INC | 445,236 | $109.2m | 4.5% |
| AME AMETEK INC | 423,376 | $102.4m | 4.2% |
| WTS WATTS WATER TECHNOLOGIES INC | 248,896 | $97.4m | 4.0% |
| LINDE PLC | 168,238 | $87.3m | 3.6% |
| ORLY OREILLY AUTOMOTIVE INC | 928,311 | $85.5m | 3.5% |
| SSD SIMPSON MFG INC | 394,379 | $82.6m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1729212")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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