
R.P. BOGGS & CO.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | FLL | 1.67M | $4.02M |
![]() | QXO | 1.14M | $22.04M |
![]() | PRM | 599K | $15.51M |
![]() | CDRE | 260K | $8.37M |
![]() | DSGR | 248K | $6.64M |
![]() | ROAD | 138K | $15.62M |
![]() | GHM | 118K | $9.64M |
![]() | SCI | 112K | $9.32M |
![]() | CWST | 87K | $7.10M |
![]() | HEI-A | 53K | $11.31M |
![]() | FSV | 50K | $6.84M |
![]() | DHR | 40K | $7.69M |
![]() | SPXC | 39K | $7.94M |
![]() | REGN | 17K | $13.04M |
![]() | ROP | 16K | $5.58M |

Full House Resorts, Inc.
FLL
Shares Held
1.67M
Value
$4.02M

QXO, Inc.
QXO
Shares Held
1.14M
Value
$22.04M

Perimeter Solutions, Inc.
PRM
Shares Held
599K
Value
$15.51M

Cadre Holdings, Inc.
CDRE
Shares Held
260K
Value
$8.37M

Distribution Solutions Group, Inc.
DSGR
Shares Held
248K
Value
$6.64M

Construction Partners, Inc.
ROAD
Shares Held
138K
Value
$15.62M

Graham Corporation
GHM
Shares Held
118K
Value
$9.64M

Service Corporation International
SCI
Shares Held
112K
Value
$9.32M

Casella Waste Systems, Inc.
CWST
Shares Held
87K
Value
$7.10M

HEICO Corporation
HEI-A
Shares Held
53K
Value
$11.31M

FirstService Corporation
FSV
Shares Held
50K
Value
$6.84M

Danaher Corporation
DHR
Shares Held
40K
Value
$7.69M

SPX Technologies, Inc.
SPXC
Shares Held
39K
Value
$7.94M

Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
17K
Value
$13.04M

Roper Technologies, Inc.
ROP
Shares Held
16K
Value
$5.58M
