PORT CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPRT | 1.45M | $56.59M |
 | RLI | 1.41M | $89.90M |
 | ORLY | 975K | $88.95M |
 | APH | 929K | $125.50M |
 | ATMU | 877K | $45.51M |
 | GGG | 867K | $71.07M |
 | HEI-A | 860K | $217.13M |
 | ORI | 615K | $28.06M |
 | ULS | 582K | $45.86M |
 | ACGL | 573K | $54.94M |
 | CP | 530K | $39.11M |
 | GBCI | 520K | $22.91M |
 | PB | 510K | $35.26M |
 | SPXC | 462K | $92.35M |
 | AME | 452K | $92.74M |
 | SSD | 409K | $65.99M |
 | ICE | 381K | $61.76M |
 | RBC | 370K | $165.85M |
 | BRO | 270K | $21.48M |
 | PGR | 267K | $60.81M |
Copart, Inc.
CPRT
Shares Held
1.45M
Value
$56.59M
RLI Corp.
RLI
Shares Held
1.41M
Value
$89.90M
O'Reilly Automotive, Inc.
ORLY
Shares Held
975K
Value
$88.95M
Amphenol Corporation
APH
Shares Held
929K
Value
$125.50M
Atmus Filtration Technologies Inc.
ATMU
Shares Held
877K
Value
$45.51M
Graco Inc.
GGG
Shares Held
867K
Value
$71.07M
HEICO Corporation
HEI-A
Shares Held
860K
Value
$217.13M
Old Republic International Corporation
ORI
Shares Held
615K
Value
$28.06M
UL Solutions Inc.
ULS
Shares Held
582K
Value
$45.86M
Arch Capital Group Ltd.
ACGL
Shares Held
573K
Value
$54.94M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
530K
Value
$39.11M
Glacier Bancorp, Inc.
GBCI
Shares Held
520K
Value
$22.91M
Prosperity Bancshares, Inc.
PB
Shares Held
510K
Value
$35.26M
SPX Technologies, Inc.
SPXC
Shares Held
462K
Value
$92.35M
AMETEK, Inc.
AME
Shares Held
452K
Value
$92.74M
Simpson Manufacturing Co., Inc.
SSD
Shares Held
409K
Value
$65.99M
Intercontinental Exchange, Inc.
ICE
Shares Held
381K
Value
$61.76M
RBC Bearings Incorporated
RBC
Shares Held
370K
Value
$165.85M
Brown & Brown, Inc.
BRO
Shares Held
270K
Value
$21.48M
The Progressive Corporation
PGR
Shares Held
267K
Value
$60.81M