BRYN MAWR CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AON | 2K | $640.06K |
 | NFLX | 2K | $2.10M |
 | ITW | 2K | $450.42K |
 | CRWV | 2K | $225.67K |
 | TMUS | 2K | $387.57K |
 | GEV | 2K | $991.89K |
 | GRMN | 2K | $396.91K |
 | EFX | 2K | $390.69K |
 | SXI | 2K | $321.73K |
 | COF | 1K | $310.37K |
 | WDAY | 1K | $351.23K |
 | NDSN | 1K | $327.84K |
 | DRI | 1K | $271.45K |
 | RJF | 1K | $245.44K |
 | WM | 1K | $301.63K |
 | MSCI | 1K | $751.25K |
 | WSM | 1K | $256.04K |
 | FFIV | 1K | $421.44K |
 | PWR | 1K | $534.60K |
 | ICLR | 1K | $224.00K |
Aon plc
AON
Shares Held
2K
Value
$640.06K
Netflix, Inc.
NFLX
Shares Held
2K
Value
$2.10M
Illinois Tool Works Inc.
ITW
Shares Held
2K
Value
$450.42K
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
2K
Value
$225.67K
T-Mobile US, Inc.
TMUS
Shares Held
2K
Value
$387.57K
GE Vernova Inc.
GEV
Shares Held
2K
Value
$991.89K
Garmin Ltd.
GRMN
Shares Held
2K
Value
$396.91K
Equifax Inc.
EFX
Shares Held
2K
Value
$390.69K
Standex International Corporation
SXI
Shares Held
2K
Value
$321.73K
Capital One Financial Corporation
COF
Shares Held
1K
Value
$310.37K
Workday, Inc.
WDAY
Shares Held
1K
Value
$351.23K
Nordson Corporation
NDSN
Shares Held
1K
Value
$327.84K
Darden Restaurants, Inc.
DRI
Shares Held
1K
Value
$271.45K
Raymond James Financial, Inc.
RJF
Shares Held
1K
Value
$245.44K
Waste Management, Inc.
WM
Shares Held
1K
Value
$301.63K
MSCI Inc.
MSCI
Shares Held
1K
Value
$751.25K
Williams-Sonoma, Inc.
WSM
Shares Held
1K
Value
$256.04K
F5, Inc.
FFIV
Shares Held
1K
Value
$421.44K
Quanta Services, Inc.
PWR
Shares Held
1K
Value
$534.60K
ICON Public Limited Company
ICLR
Shares Held
1K
Value
$224.00K