CONFLUENCE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRTN | 136K | $1.45M |
 | DIS | 136K | $15.61M |
 | GSBD | 136K | $1.38M |
 | ZTS | 134K | $19.56M |
 | MFIC | 132K | $1.58M |
 | PG | 131K | $20.13M |
 | GTES | 131K | $3.24M |
 | OCSL | 123K | $1.61M |
 | CNMD | 122K | $5.72M |
 | RMD | 111K | $30.29M |
 | ECL | 102K | $27.98M |
 | MAIN | 102K | $6.46M |
 | MUFG | 101K | $1.61M |
 | BRK-B | 101K | $50.71M |
 | IIIV | 99K | $3.20M |
 | BCSF | 98K | $1.39M |
 | CNNE | 97K | $1.77M |
 | CRL | 96K | $15.01M |
 | HLN | 94K | $839.87K |
 | CSWC | 87K | $1.89M |
Marten Transport, Ltd.
MRTN
Shares Held
136K
Value
$1.45M
The Walt Disney Company
DIS
Shares Held
136K
Value
$15.61M
Goldman Sachs BDC, Inc.
GSBD
Shares Held
136K
Value
$1.38M
Zoetis Inc.
ZTS
Shares Held
134K
Value
$19.56M
MidCap Financial Investment Corporation
MFIC
Shares Held
132K
Value
$1.58M
The Procter & Gamble Company
PG
Shares Held
131K
Value
$20.13M
Gates Industrial Corporation plc
GTES
Shares Held
131K
Value
$3.24M
Oaktree Specialty Lending Corporation
OCSL
Shares Held
123K
Value
$1.61M
CONMED Corporation
CNMD
Shares Held
122K
Value
$5.72M
ResMed Inc.
RMD
Shares Held
111K
Value
$30.29M
Ecolab Inc.
ECL
Shares Held
102K
Value
$27.98M
Main Street Capital Corporation
MAIN
Shares Held
102K
Value
$6.46M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
101K
Value
$1.61M
Berkshire Hathaway Inc.
BRK-B
Shares Held
101K
Value
$50.71M
i3 Verticals, Inc.
IIIV
Shares Held
99K
Value
$3.20M
Bain Capital Specialty Finance, Inc.
BCSF
Shares Held
98K
Value
$1.39M
Cannae Holdings, Inc.
CNNE
Shares Held
97K
Value
$1.77M
Charles River Laboratories International, Inc.
CRL
Shares Held
96K
Value
$15.01M
Haleon plc
HLN
Shares Held
94K
Value
$839.87K
Capital Southwest Corporation
CSWC
Shares Held
87K
Value
$1.89M