Bares Capital Management as of Dec. 31, 2017
Portfolio Holdings for Bares Capital Management
Bares Capital Management holds 17 positions in its portfolio as reported in the December 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Interactive Brokers (IBKR) | 12.0 | $287M | 4.8M | 59.21 | |
Fastenal Company (FAST) | 8.5 | $204M | 3.7M | 54.69 | |
CoStar (CSGP) | 7.7 | $185M | 622k | 296.95 | |
Platform Specialty Prods Cor | 6.9 | $164M | 17M | 9.92 | |
Gartner (IT) | 6.6 | $158M | 1.3M | 123.15 | |
Ansys (ANSS) | 6.6 | $158M | 1.1M | 147.59 | |
National Instruments | 6.2 | $147M | 3.5M | 41.63 | |
FactSet Research Systems (FDS) | 6.1 | $147M | 761k | 192.76 | |
Markel Corporation (MKL) | 6.1 | $145M | 128k | 1139.13 | |
Waters Corporation (WAT) | 6.0 | $144M | 746k | 193.19 | |
Colfax Corporation | 6.0 | $143M | 3.6M | 39.62 | |
Box Inc cl a (BOX) | 5.5 | $131M | 6.2M | 21.12 | |
Under Armour Inc Cl C (UA) | 4.6 | $110M | 8.3M | 13.32 | |
Alarm Com Hldgs (ALRM) | 4.2 | $101M | 2.7M | 37.75 | |
Comscore | 2.9 | $68M | 2.4M | 28.50 | |
Twilio Inc cl a (TWLO) | 2.2 | $54M | 2.3M | 23.60 | |
Elf Beauty (ELF) | 1.9 | $46M | 2.0M | 22.31 |