| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COLFAX CORP | 7,494,276 | 214,261,000 | 15.52% | ||
| 2 | INTERACTIVE INTELLIGENCE GRO COM | 2,950,451 | 107,455,000 | 7.79% | ||
| 3 | PLATFORM SPECIALTY PRODS COR | 11,950,569 | 102,775,000 | 7.45% | ||
| 4 | FASTENAL CO | 1,944,332 | 95,272,000 | 6.90% | ||
| 5 | GARTNER INC | 1,016,334 | 90,809,000 | 6.58% | ||
| 6 | MOODYS CORP | 919,443 | 88,781,000 | 6.43% | ||
| 7 | INTERACTIVE BROKERS GROUP INC COM CL A | 2,240,609 | 88,101,000 | 6.38% | ||
| 8 | VERISK ANALYTICS INC | 908,084 | 72,574,000 | 5.26% | ||
| 9 | WATERS CORP | 546,180 | 72,052,000 | 5.22% | ||
| 10 | FACTSET RESH SYS INC | 456,700 | 69,204,000 | 5.01% | ||
| 11 | NATIONAL INSTRS CORP | 2,260,351 | 68,059,000 | 4.93% | ||
| 12 | ANSYS | 755,321 | 67,571,000 | 4.90% | ||
| 13 | MARKEL CORP | 71,732 | 63,954,000 | 4.63% | ||
| 14 | US Ecology Inc | 976,790 | 43,135,000 | 3.13% | ||
| 15 | Alarm.com Holdings, Inc. | 1,809,246 | 42,879,000 | 3.11% | ||
| 16 | BOX INC | 3,455,748 | 42,367,000 | 3.07% | ||
| 17 | AMERICAS CAR MART INC COM | 1,366,454 | 34,161,000 | 2.48% | ||
| 18 | HEICO CORP NEW | 350,977 | 16,707,000 | 1.21% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001603715-16-000002, filed 2016.05.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
