Port Capital LLC — 13F holdings

Port Capital LLC reported 108 holdings worth $2.45B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. HEI.A HEICO CORP NEW — $207M (8.5%)
2. RBC RBC BEARINGS INC — $187M (7.6%)
3. TDY TELEDYNE TECHNOLOGIES INC — $163M (6.6%)
4. APH AMPHENOL CORP NEW — $131M (5.4%)
5. SPXC SPX TECHNOLOGIES INC — $109M (4.5%)
6. AME AMETEK INC — $102M (4.2%)
7. WTS WATTS WATER TECHNOLOGIES INC — $97.4M (4.0%)
8. LIN LINDE PLC — $87.3M (3.6%)
9. ORLY OREILLY AUTOMOTIVE INC — $85.5M (3.5%)
10. SSD SIMPSON MFG INC — $82.6M (3.4%)