R.P. BOGGS & CO.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FLL | 1.66M | $4.33M |
 | QXO | 1.13M | $21.77M |
 | PRM | 601K | $16.54M |
 | CDRE | 459K | $18.76M |
 | ROAD | 224K | $24.26M |
 | DSGR | 222K | $6.09M |
 | SCI | 113K | $8.78M |
 | CWST | 86K | $8.42M |
 | HEI-A | 53K | $13.45M |
 | FSV | 49K | $7.61M |
 | DHR | 40K | $9.21M |
 | SPXC | 38K | $7.64M |
 | CMPO | 30K | $582.74K |
 | REGN | 29K | $22.65M |
 | ROP | 15K | $6.53M |
Full House Resorts, Inc.
FLL
Shares Held
1.66M
Value
$4.33M
QXO, Inc.
QXO
Shares Held
1.13M
Value
$21.77M
Perimeter Solutions, S.A.
PRM
Shares Held
601K
Value
$16.54M
Cadre Holdings, Inc.
CDRE
Shares Held
459K
Value
$18.76M
Construction Partners, Inc.
ROAD
Shares Held
224K
Value
$24.26M
Distribution Solutions Group, Inc.
DSGR
Shares Held
222K
Value
$6.09M
Service Corporation International
SCI
Shares Held
113K
Value
$8.78M
Casella Waste Systems, Inc.
CWST
Shares Held
86K
Value
$8.42M
HEICO Corporation
HEI-A
Shares Held
53K
Value
$13.45M
FirstService Corporation
FSV
Shares Held
49K
Value
$7.61M
Danaher Corporation
DHR
Shares Held
40K
Value
$9.21M
SPX Technologies, Inc.
SPXC
Shares Held
38K
Value
$7.64M
CompoSecure, Inc.
CMPO
Shares Held
30K
Value
$582.74K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
29K
Value
$22.65M
Roper Technologies, Inc.
ROP
Shares Held
15K
Value
$6.53M