Top Funds / Bares Capital Management, Inc.


Brian Bares

2014Q2 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2014Q1 $ vs. 2014Q1
Post Holdings, Inc. 2,468,696 $125,681,000 10.31% New +$125,681,000
ENERPAC TOOL GROUP CORP CL A 3,506,986 $121,237,000 9.94% New +$121,237,000
Colfax CORP 1,573,906 $117,319,000 9.62% New +$117,319,000
Reald Inc 8,163,458 $104,166,000 8.54% New +$104,166,000
XPO Logistics, Inc. 3,220,293 $92,165,000 7.56% New +$92,165,000
MIDDLEBY CORP 1,058,070 $87,524,000 7.18% New +$87,524,000
Corporate Executive Board 1,281,518 $87,425,000 7.17% New +$87,425,000
Platform Specialty Produc 2,763,285 $77,455,000 6.35% New +$77,455,000
US Ecology, Inc. 1,363,993 $66,767,000 5.47% New +$66,767,000
HEICO CORP CL A 1,436,671 $58,329,000 4.78% New +$58,329,000
AMERICAS CARMART INC 1,254,297 $49,607,000 4.07% New +$49,607,000
INTL FCSTONE INC. 1,794,027 $35,737,000 2.93% New +$35,737,000
WINMARK CORP 497,975 $34,674,000 2.84% New +$34,674,000
GRAHAM CORP 584,674 $20,353,000 1.67% New +$20,353,000
Reis Inc 859,552 $18,119,000 1.49% New +$18,119,000
VERU INC. 2,948,773 $16,248,000 1.33% New +$16,248,000
UTAH MEDICAL PRODUCTS INC 303,667 $15,621,000 1.28% New +$15,621,000
MESA LABORATORIES INC /CO/ 161,758 $13,581,000 1.11% New +$13,581,000
Cherokee, Inc. 814,427 $12,371,000 1.01% New +$12,371,000
Omega Flex, Inc. 554,640 $10,882,000 0.89% New +$10,882,000
TANDY LEATHER FACTORY INC 1,012,182 $9,211,000 0.76% New +$9,211,000
JTH Holding, Inc. CL A 127,846 $4,259,000 0.35% New +$4,259,000
CONOCOPHILLIPS 30,000 $2,572,000 0.21% New +$2,572,000
Vanguard Emerging Markets FTSE EMR MKT ETF 54,551 $2,353,000 0.19% New +$2,353,000
BROOKFIELD ASSET MANAGEMENT INC. CL A LTD VT SH 48,625 $2,140,000 0.18% New +$2,140,000