BRYN MAWR CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LDOS | 1K | $241.11K |
 | DGX | 1K | $235.94K |
 | PTC | 1K | $251.34K |
 | CACI | 1K | $588.06K |
 | BMI | 1K | $209.91K |
 | DE | 1K | $491.40K |
 | ULTA | 1K | $574.63K |
 | SNPS | 1K | $511.64K |
 | TSM | 958 | $267.42K |
 | SPGI | 939 | $457.03K |
 | LIN | 886 | $421.07K |
 | CSL | 867 | $285.21K |
 | CI | 842 | $242.71K |
 | GD | 816 | $278.30K |
 | RL | 721 | $226.08K |
 | GWW | 717 | $682.80K |
 | AMP | 712 | $349.75K |
 | ELV | 710 | $229.41K |
 | LPLA | 675 | $224.57K |
 | BKNG | 428 | $2.31M |
Leidos Holdings, Inc.
LDOS
Shares Held
1K
Value
$241.11K
Quest Diagnostics Incorporated
DGX
Shares Held
1K
Value
$235.94K
PTC Inc.
PTC
Shares Held
1K
Value
$251.34K
CACI International Inc
CACI
Shares Held
1K
Value
$588.06K
Badger Meter, Inc.
BMI
Shares Held
1K
Value
$209.91K
Deere & Company
DE
Shares Held
1K
Value
$491.40K
Ulta Beauty, Inc.
ULTA
Shares Held
1K
Value
$574.63K
Synopsys, Inc.
SNPS
Shares Held
1K
Value
$511.64K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
958
Value
$267.42K
S&P Global Inc.
SPGI
Shares Held
939
Value
$457.03K
Linde plc
LIN
Shares Held
886
Value
$421.07K
Carlisle Companies Incorporated
CSL
Shares Held
867
Value
$285.21K
Cigna Corporation
CI
Shares Held
842
Value
$242.71K
General Dynamics Corporation
GD
Shares Held
816
Value
$278.30K
Ralph Lauren Corporation
RL
Shares Held
721
Value
$226.08K
W.W. Grainger, Inc.
GWW
Shares Held
717
Value
$682.80K
Ameriprise Financial, Inc.
AMP
Shares Held
712
Value
$349.75K
Elevance Health Inc.
ELV
Shares Held
710
Value
$229.41K
LPL Financial Holdings Inc.
LPLA
Shares Held
675
Value
$224.57K
Booking Holdings Inc.
BKNG
Shares Held
428
Value
$2.31M