PORT CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPRT | 1.50M | $49.69M |
 | RLI | 1.39M | $79.14M |
 | ORLY | 943K | $87.01M |
 | GGG | 916K | $77.57M |
 | ATMU | 909K | $51.59M |
 | HEI-A | 826K | $174.38M |
 | APH | 813K | $102.67M |
 | ORI | 765K | $30.52M |
 | ULS | 580K | $49.68M |
 | CP | 564K | $44.24M |
 | GBCI | 524K | $23.39M |
 | PB | 512K | $34.39M |
 | ACGL | 509K | $48.83M |
 | SPXC | 460K | $92.03M |
 | AME | 432K | $92.66M |
 | SSD | 408K | $70.03M |
 | ICE | 366K | $57.60M |
 | RBC | 344K | $186.74M |
 | MDLN | 299K | $13.30M |
 | DGII | 258K | $12.43M |
Copart, Inc.
CPRT
Shares Held
1.50M
Value
$49.69M
RLI Corp.
RLI
Shares Held
1.39M
Value
$79.14M
O'Reilly Automotive, Inc.
ORLY
Shares Held
943K
Value
$87.01M
Graco Inc.
GGG
Shares Held
916K
Value
$77.57M
Atmus Filtration Technologies Inc.
ATMU
Shares Held
909K
Value
$51.59M
HEICO Corporation
HEI-A
Shares Held
826K
Value
$174.38M
Amphenol Corporation
APH
Shares Held
813K
Value
$102.67M
Old Republic International Corporation
ORI
Shares Held
765K
Value
$30.52M
UL Solutions Inc.
ULS
Shares Held
580K
Value
$49.68M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
564K
Value
$44.24M
Glacier Bancorp, Inc.
GBCI
Shares Held
524K
Value
$23.39M
Prosperity Bancshares, Inc.
PB
Shares Held
512K
Value
$34.39M
Arch Capital Group Ltd.
ACGL
Shares Held
509K
Value
$48.83M
SPX Technologies, Inc.
SPXC
Shares Held
460K
Value
$92.03M
AMETEK, Inc.
AME
Shares Held
432K
Value
$92.66M
Simpson Manufacturing Co., Inc.
SSD
Shares Held
408K
Value
$70.03M
Intercontinental Exchange, Inc.
ICE
Shares Held
366K
Value
$57.60M
RBC Bearings Incorporated
RBC
Shares Held
344K
Value
$186.74M
Medline Inc.
MDLN
Shares Held
299K
Value
$13.30M
Digi International Inc.
DGII
Shares Held
258K
Value
$12.43M