Quantum Capital Management
Latest statistics and disclosures from Quantum Capital Management, LLC / NJ's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BKNG, ODFL, CPRT, HEI.A, VEEV, and represent 44.42% of Quantum Capital Management, LLC / NJ's stock portfolio.
- Added to shares of these 10 stocks: CPRT (+$25M), FICO (+$7.7M), TYL (+$7.1M), IDXX, SGOV, ITB, BRK.B, GLD, SCHZ, SCHF.
- Started 3 new stock positions in FICO, SGOV, ITB.
- Reduced shares in these 10 stocks: ODFL (-$23M), BKNG (-$15M), NVR (-$7.9M), , GOOG, HEI.A, VEEV, MCO, PRI, FAST.
- Sold out of its position in DHI.
- Quantum Capital Management, LLC / NJ was a net seller of stock by $-13M.
- Quantum Capital Management, LLC / NJ has $755M in assets under management (AUM), dropping by -8.87%.
- Central Index Key (CIK): 0001513125
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Portfolio Holdings for Quantum Capital Management, LLC / NJ
Quantum Capital Management, LLC / NJ holds 28 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Booking Holdings (BKNG) | 10.2 | $77M | -16% | 25k | 3083.95 |
|
Old Dominion Freight Line (ODFL) | 9.2 | $70M | -24% | 171k | 409.14 |
|
Copart (CPRT) | 8.5 | $64M | +62% | 1.5M | 43.09 |
|
Heico Corp Cl A (HEI.A) | 8.4 | $63M | 490k | 129.22 |
|
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Veeva Sys Cl A Com (VEEV) | 8.1 | $61M | 300k | 203.45 |
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Primerica (PRI) | 7.5 | $56M | 291k | 194.01 |
|
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Fastenal Company (FAST) | 7.4 | $56M | 1.0M | 54.64 |
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Moody's Corporation (MCO) | 6.9 | $52M | 164k | 316.17 |
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Landstar System (LSTR) | 6.2 | $47M | 263k | 176.94 |
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NVR (NVR) | 6.1 | $46M | -14% | 7.7k | 5963.30 |
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CoStar (CSGP) | 5.6 | $43M | 555k | 76.89 |
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Gra (GGG) | 4.6 | $35M | 475k | 72.88 |
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Msci (MSCI) | 2.2 | $16M | -2% | 32k | 513.08 |
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Credit Acceptance (CACC) | 2.1 | $16M | -2% | 34k | 460.12 |
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Tyler Technologies (TYL) | 2.0 | $15M | +85% | 40k | 386.14 |
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IDEXX Laboratories (IDXX) | 1.1 | $8.2M | +86% | 19k | 437.27 |
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Fair Isaac Corporation (FICO) | 1.0 | $7.7M | NEW | 8.9k | 868.53 |
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Alphabet Cap Stk Cl C (GOOG) | 0.9 | $7.0M | -15% | 53k | 131.85 |
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SPDR Gold Tr Gold Shs (GLD) | 0.8 | $5.7M | +2% | 33k | 171.45 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $5.0M | +3% | 14k | 350.30 |
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Verisign (VRSN) | 0.4 | $3.2M | -2% | 16k | 202.53 |
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Stepan Company (SCL) | 0.0 | $376k | 5.0k | 74.97 |
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Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $287k | +4% | 6.5k | 44.23 |
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iShares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $234k | NEW | 2.3k | 100.67 |
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $223k | -6% | 4.5k | 49.85 |
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iShares Tr Us Home Cons Etf (ITB) | 0.0 | $179k | NEW | 2.3k | 78.49 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $165k | +2% | 4.8k | 33.96 |
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $3.7k | 78.00 | 47.88 |
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Past Filings by Quantum Capital Management, LLC / NJ
SEC 13F filings are viewable for Quantum Capital Management, LLC / NJ going back to 2010
- Quantum Capital Management, LLC / NJ 2023 Q3 filed Nov. 14, 2023
- Quantum Capital Management, LLC / NJ 2023 Q2 filed Aug. 10, 2023
- Quantum Capital Management, LLC / NJ 2023 Q1 filed May 11, 2023
- Quantum Capital Management, LLC / NJ 2022 Q4 filed Feb. 10, 2023
- Quantum Capital Management, LLC / NJ 2022 Q3 filed Nov. 14, 2022
- Quantum Capital Management, LLC / NJ 2022 Q2 filed Aug. 11, 2022
- Quantum Capital Management, LLC / NJ 2022 Q1 filed May 11, 2022
- Quantum Capital Management, LLC / NJ 2021 Q4 filed Feb. 14, 2022
- Quantum Capital Management, LLC / NJ 2021 Q3 filed Nov. 12, 2021
- Quantum Capital Management, LLC / NJ 2021 Q2 filed Aug. 11, 2021
- Quantum Capital Management, LLC / NJ 2021 Q1 filed May 13, 2021
- Quantum Capital Management, LLC / NJ 2020 Q4 filed Feb. 12, 2021
- Quantum Capital Management, LLC / NJ 2020 Q3 filed Nov. 12, 2020
- Quantum Capital Management, LLC / NJ 2020 Q3 restated filed Nov. 12, 2020
- Quantum Capital Management, LLC / NJ 2020 Q2 filed Aug. 12, 2020
- Quantum Capital Management, LLC / NJ 2020 Q1 filed May 14, 2020