Top Funds / Bares Capital Management, Inc.


Brian Bares

2015Q2 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2015Q1 $ vs. 2015Q1
Colfax CORP 4,574,215 $211,100,000 19.75% +1,161,989 +$48,234,000
Interactive Intelligence Group, Inc. 2,801,736 $124,593,000 11.66% +126,019 +$14,407,000
HEICO CORP CL A 1,946,621 $98,830,000 9.25% -6,767 +$2,059,000
Reald Inc 7,880,790 $97,170,000 9.09% No Change -$3,625,000
US Ecology, Inc. 1,856,274 $90,438,000 8.46% +186,976 +$7,023,000
HOMEAWAY INC 2,691,439 $83,758,000 7.84% +1,523,196 +$48,512,000
AMERICAS CARMART INC 1,257,966 $62,043,000 5.81% +96,460 -$969,000
Platform Specialty Products Corpora 2,414,920 $61,774,000 5.78% No Change -$193,000
Dorman Products, Inc. 661,965 $31,549,000 2.95% +283,134 +$12,702,000
NATIONAL INSTRUMENTS CORP 1,024,716 $30,188,000 2.82% New +$30,188,000
MARKEL CORP 32,977 $26,404,000 2.47% New +$26,404,000
FASTENAL CO 621,258 $26,205,000 2.45% New +$26,205,000
GARTNER INC 301,494 $25,862,000 2.42% New +$25,862,000
Polaris Inc. 145,172 $21,501,000 2.01% New +$21,501,000
ANSYS INC 231,089 $21,085,000 1.97% New +$21,085,000
Verisk Analytics, Inc. 283,952 $20,660,000 1.93% New +$20,660,000
FACTSET RESEARCH SYSTEMS INC 126,790 $20,605,000 1.93% New +$20,605,000
WATERS CORP /DE/ 116,076 $14,902,000 1.39% New +$14,902,000
ENERPAC TOOL GROUP CORP CL A 0 $0 0% Closed -$78,329,000