Holdings
Port Capital LLC
As of Jun 30, 2026, Port Capital LLC reported 80 positions worth US$2.27B. Largest: Heico Corporation, Rbc Bearings Incorporated and Teledyne Technologies Incorporated. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Heico Corporation | 804K | US$207M | −21,602 | Jun 30, 2026 |
| Rbc Bearings Incorporated | 290K | US$187M | −53,551 | Jun 30, 2026 |
| Teledyne Technologies Incorporated | 244K | US$163M | −6,566 | Jun 30, 2026 |
| Amphenol Corporation | 744K | US$131M | −68,860 | Jun 30, 2026 |
| Spx Technologies, Inc. | 445K | US$109M | −15,053 | Jun 30, 2026 |
| Ametek, Inc. | 423K | US$102M | −8,870 | Jun 30, 2026 |
| Watts Water Technologies, Inc. | 249K | US$97.4M | −8,510 | Jun 30, 2026 |
| O'reilly Automotive, Inc. | 928K | US$85.5M | −14,259 | Jun 30, 2026 |
| Simpson Manufacturing Company, Inc. | 394K | US$82.6M | −13,690 | Jun 30, 2026 |
| Parker-hannifin Corporation | 82,922 | US$81.1M | −1,716 | Jun 30, 2026 |