Bancreek Capital Management, LP — 13F holdings

Bancreek Capital Management, LP reported 15 holdings worth $26.4M in its 13F filing for Q2 2026, filed July 27, 2026.

Largest positions

1. MLI MUELLER INDS INC — $3.18M (12.0%)
2. APH AMPHENOL CORP NEW — $2.77M (10.5%)
3. GWW Grainger W W Inc — $2.71M (10.2%)
4. HUBB HUBBELL INC — $2.71M (10.2%)
5. GOOGL ALPHABET INC — $2.55M (9.6%)
6. AVGO BROADCOM INC — $2.49M (9.4%)
7. ACGL ARCH CAP GROUP LTD — $2.20M (8.3%)
8. NFLX NETFLIX INC — $1.68M (6.4%)
9. SHW SHERWIN WILLIAMS CO — $1.42M (5.4%)
10. ORLY OREILLY AUTOMOTIVE INC — $1.14M (4.3%)