Bdl Capital Management as of Dec. 31, 2023
Portfolio Holdings for Bdl Capital Management
Bdl Capital Management holds 17 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dole Ord Shs (DOLE) | 65.1 | $78M | 5.8M | 13.52 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $6.3M | 52k | 119.70 | |
| Pentair SHS (PNR) | 3.4 | $4.1M | 64k | 64.60 | |
| Qiagen Nv Shs New | 3.3 | $4.0M | 89k | 44.89 | |
| Alcon Ord Shs (ALC) | 3.3 | $3.9M | 48k | 82.83 | |
| Cnh Indl N V SHS (CNHI) | 3.2 | $3.8M | 267k | 14.41 | |
| Palo Alto Networks (PANW) | 3.2 | $3.8M | 15k | 253.33 | |
| Arista Networks (ANET) | 3.1 | $3.7M | 23k | 162.06 | |
| Darling International (DAR) | 2.9 | $3.4M | 54k | 63.79 | |
| Array Technologies Com Shs (ARRY) | 2.5 | $3.0M | 133k | 22.60 | |
| First Solar (FSLR) | 2.2 | $2.7M | 14k | 190.09 | |
| Golden Ocean Group Shs New (GOGL) | 0.6 | $719k | 95k | 7.54 | |
| Stellantis SHS (STLA) | 0.6 | $699k | 40k | 17.56 | |
| Frontline (FRO) | 0.5 | $606k | 42k | 14.42 | |
| Ferrari Nv Ord (RACE) | 0.5 | $570k | 1.7k | 326.79 | |
| Torm Shs Cl A (TRMD) | 0.2 | $217k | 9.2k | 23.59 | |
| Ferguson SHS (FERG) | 0.1 | $137k | 868.00 | 157.79 |
