BRYN MAWR CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SLB | 24K | $807.85K |
 | META | 22K | $16.06M |
 | SBUX | 21K | $1.77M |
 | WY | 20K | $497.20K |
 | WSFS | 19K | $1.05M |
 | TEF | 19K | $97.58K |
 | BAC | 19K | $972.91K |
 | GNL | 18K | $149.01K |
 | KEYS | 18K | $3.15M |
 | AMAT | 18K | $3.65M |
 | GLW | 18K | $1.44M |
 | LOW | 17K | $4.23M |
 | MUSA | 15K | $5.95M |
 | DIS | 15K | $1.73M |
 | VLY | 15K | $158.10K |
 | USB | 15K | $718.28K |
 | AMPG | 15K | $57.48K |
 | HON | 14K | $3.02M |
 | SKY | 14K | $1.05M |
 | KLAC | 13K | $14.51M |
SLB N.V.
SLB
Shares Held
24K
Value
$807.85K
Meta Platforms, Inc.
META
Shares Held
22K
Value
$16.06M
Starbucks Corporation
SBUX
Shares Held
21K
Value
$1.77M
Weyerhaeuser Company
WY
Shares Held
20K
Value
$497.20K
WSFS Financial Corporation
WSFS
Shares Held
19K
Value
$1.05M
Telefónica, S.A.
TEF
Shares Held
19K
Value
$97.58K
Bank of America Corporation
BAC
Shares Held
19K
Value
$972.91K
Global Net Lease, Inc.
GNL
Shares Held
18K
Value
$149.01K
Keysight Technologies, Inc.
KEYS
Shares Held
18K
Value
$3.15M
Applied Materials, Inc.
AMAT
Shares Held
18K
Value
$3.65M
Corning Incorporated
GLW
Shares Held
18K
Value
$1.44M
Lowe's Companies, Inc.
LOW
Shares Held
17K
Value
$4.23M
Murphy USA Inc.
MUSA
Shares Held
15K
Value
$5.95M
The Walt Disney Company
DIS
Shares Held
15K
Value
$1.73M
Valley National Bancorp
VLY
Shares Held
15K
Value
$158.10K
U.S. Bancorp
USB
Shares Held
15K
Value
$718.28K
AmpliTech Group, Inc.
AMPG
Shares Held
15K
Value
$57.48K
Honeywell International Inc.
HON
Shares Held
14K
Value
$3.02M
Champion Homes, Inc.
SKY
Shares Held
14K
Value
$1.05M
KLA Corporation
KLAC
Shares Held
13K
Value
$14.51M