BDL CAPITAL MANAGEMENT
Latest 13F filing data - Q4 2023
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DOLE | 5.76M | $77.94M |
 | ARRY | 133K | $3.01M |
 | QGEN | 89K | $3.99M |
 | PNR | 64K | $4.11M |
 | DAR | 54K | $3.42M |
 | GOOGL | 52K | $6.25M |
 | ALC | 48K | $3.94M |
 | FRO | 42K | $605.99K |
 | STLA | 40K | $698.80K |
 | ANET | 23K | $3.69M |
 | PANW | 15K | $3.83M |
 | FSLR | 14K | $2.67M |
 | TRMD | 9K | $216.74K |
 | RACE | 2K | $570.24K |
 | FERG | 868 | $136.96K |
Dole plc
DOLE
Shares Held
5.76M
Value
$77.94M
Array Technologies, Inc.
ARRY
Shares Held
133K
Value
$3.01M
Qiagen N.V.
QGEN
Shares Held
89K
Value
$3.99M
Pentair plc
PNR
Shares Held
64K
Value
$4.11M
Darling Ingredients Inc.
DAR
Shares Held
54K
Value
$3.42M
Alphabet Inc.
GOOGL
Shares Held
52K
Value
$6.25M
Alcon Inc.
ALC
Shares Held
48K
Value
$3.94M
Frontline Ltd.
FRO
Shares Held
42K
Value
$605.99K
Stellantis N.V.
STLA
Shares Held
40K
Value
$698.80K
Arista Networks, Inc.
ANET
Shares Held
23K
Value
$3.69M
Palo Alto Networks, Inc.
PANW
Shares Held
15K
Value
$3.83M
First Solar, Inc.
FSLR
Shares Held
14K
Value
$2.67M
TORM plc
TRMD
Shares Held
9K
Value
$216.74K
Ferrari N.V.
RACE
Shares Held
2K
Value
$570.24K
Ferguson plc
FERG
Shares Held
868
Value
$136.96K