BRASADA CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CLBT | 277K | $5.21M |
 | WMB | 208K | $12.60M |
 | CPRT | 204K | $9.08M |
 | CCCS | 182K | $1.68M |
 | TWFG | 169K | $4.65M |
 | CRH | 153K | $18.57M |
 | CMS | 130K | $9.32M |
 | CP | 112K | $8.49M |
 | WCN | 111K | $19.24M |
 | CET | 110K | $5.66M |
 | GOOGL | 103K | $25.22M |
 | BSX | 87K | $8.43M |
 | UBER | 81K | $7.78M |
 | AMZN | 80K | $17.86M |
 | GFL | 78K | $3.67M |
 | TTEK | 74K | $2.48M |
 | MCHP | 73K | $4.77M |
 | MSFT | 63K | $32.62M |
 | SOLV | 62K | $4.64M |
 | PPL | 60K | $2.17M |
Cellebrite DI Ltd.
CLBT
Shares Held
277K
Value
$5.21M
The Williams Companies, Inc.
WMB
Shares Held
208K
Value
$12.60M
Copart, Inc.
CPRT
Shares Held
204K
Value
$9.08M
CCC Intelligent Solutions Holdings Inc.
CCCS
Shares Held
182K
Value
$1.68M
TWFG, Inc. Common Stock
TWFG
Shares Held
169K
Value
$4.65M
CRH plc
CRH
Shares Held
153K
Value
$18.57M
CMS Energy Corporation
CMS
Shares Held
130K
Value
$9.32M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
112K
Value
$8.49M
Waste Connections, Inc.
WCN
Shares Held
111K
Value
$19.24M
Central Securities Corp.
CET
Shares Held
110K
Value
$5.66M
Alphabet Inc.
GOOGL
Shares Held
103K
Value
$25.22M
Boston Scientific Corporation
BSX
Shares Held
87K
Value
$8.43M
Uber Technologies, Inc.
UBER
Shares Held
81K
Value
$7.78M
Amazon.com, Inc.
AMZN
Shares Held
80K
Value
$17.86M
GFL Environmental Inc.
GFL
Shares Held
78K
Value
$3.67M
Tetra Tech, Inc.
TTEK
Shares Held
74K
Value
$2.48M
Microchip Technology Incorporated
MCHP
Shares Held
73K
Value
$4.77M
Microsoft Corporation
MSFT
Shares Held
63K
Value
$32.62M
Solventum Corporation
SOLV
Shares Held
62K
Value
$4.64M
PPL Corporation
PPL
Shares Held
60K
Value
$2.17M