PORT CAPITAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RLI | 1.54M | $100.31M |
 | CPRT | 1.43M | $64.31M |
 | APH | 1.08M | $133.50M |
 | ORLY | 973K | $104.86M |
 | GGG | 861K | $73.16M |
 | HEI-A | 856K | $217.55M |
 | GBCI | 699K | $34.03M |
 | ACGL | 650K | $59.00M |
 | ULS | 625K | $44.31M |
 | PB | 553K | $36.70M |
 | CP | 529K | $39.40M |
 | ORI | 486K | $20.63M |
 | SPXC | 459K | $85.77M |
 | AME | 453K | $85.09M |
 | ATMU | 430K | $19.41M |
 | SSD | 406K | $68.02M |
 | ICE | 380K | $64.02M |
 | RBC | 368K | $143.57M |
 | PGR | 346K | $85.43M |
 | BRO | 343K | $32.21M |
RLI Corp.
RLI
Shares Held
1.54M
Value
$100.31M
Copart, Inc.
CPRT
Shares Held
1.43M
Value
$64.31M
Amphenol Corporation
APH
Shares Held
1.08M
Value
$133.50M
O'Reilly Automotive, Inc.
ORLY
Shares Held
973K
Value
$104.86M
Graco Inc.
GGG
Shares Held
861K
Value
$73.16M
HEICO Corporation
HEI-A
Shares Held
856K
Value
$217.55M
Glacier Bancorp, Inc.
GBCI
Shares Held
699K
Value
$34.03M
Arch Capital Group Ltd.
ACGL
Shares Held
650K
Value
$59.00M
UL Solutions Inc.
ULS
Shares Held
625K
Value
$44.31M
Prosperity Bancshares, Inc.
PB
Shares Held
553K
Value
$36.70M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
529K
Value
$39.40M
Old Republic International Corporation
ORI
Shares Held
486K
Value
$20.63M
SPX Technologies, Inc.
SPXC
Shares Held
459K
Value
$85.77M
AMETEK, Inc.
AME
Shares Held
453K
Value
$85.09M
Atmus Filtration Technologies Inc.
ATMU
Shares Held
430K
Value
$19.41M
Simpson Manufacturing Co., Inc.
SSD
Shares Held
406K
Value
$68.02M
Intercontinental Exchange, Inc.
ICE
Shares Held
380K
Value
$64.02M
RBC Bearings Incorporated
RBC
Shares Held
368K
Value
$143.57M
The Progressive Corporation
PGR
Shares Held
346K
Value
$85.43M
Brown & Brown, Inc.
BRO
Shares Held
343K
Value
$32.21M