Stock Taper

MONTANARO ASSET MANAGEMENT LTD

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Watts Water Technologies, Inc.WTS46.1K$18.05M
Kodiak Gas Services, Inc.KGS45K$3.38M
Veeva Systems Inc.VEEV43.1K$7.65M
Tradeweb Markets Inc.TW39.5K$3.94M
Nova Ltd.NVMI34.38K$18.67M
Hexcel CorporationHXL33.71K$3.37M
Hawkins, Inc.HWKN29.8K$4.23M
Acuity Brands, Inc.AYI28.95K$10.9M
Valmont Industries, Inc.VMI25.85K$14.93M
StoneX Group Inc.SNEX24.08K$2.85M
Advanced Drainage Systems, Inc.WMS17.9K$2.81M
SiTime CorporationSITM16K$11.93M
Clean Harbors, Inc.CLH13.5K$4.03M
Bel Fuse Inc.BELFB11K$3.66M
MSCI Inc.MSCI11K$6.16M
Badger Meter, Inc.BMI10.3K$1.53M
FabrinetFN10K$5.62M
ESCO Technologies Inc.ESE5K$1.75M
Kinsale Capital Group, Inc.KNSL4.76K$1.57M