Top Funds / Bares Capital Management, Inc.


Brian Bares

2016Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2016Q3 $ vs. 2016Q3
Platform Specialty Products Co 17,199,373 $168,726,000 10.05% +3,124,742 +$54,581,000
Colfax CORP 4,030,975 $144,833,000 8.62% +43,164 +$19,496,000
FASTENAL CO 2,837,256 $133,294,000 7.94% +28,500 +$15,944,000
GARTNER INC 1,270,268 $128,386,000 7.64% +4,875 +$16,462,000
Interactive Brokers Group, Inc. 3,226,519 $117,800,000 7.01% +33,388 +$5,178,000
Under Armour Inc 4,333,841 $109,083,000 6.49% New +$109,083,000
NATIONAL INSTRUMENTS CORP 3,273,847 $100,900,000 6.01% +70,061 +$9,912,000
ANSYS INC 1,000,565 $92,542,000 5.51% +20,314 +$1,761,000
MARKEL CORP 98,660 $89,238,000 5.31% +1,956 -$578,000
COSTAR GROUP, INC. 469,472 $88,491,000 5.27% +156,702 +$20,767,000
Verisk Analytics, Inc. 1,052,067 $85,396,000 5.08% +2,117 +$56,000
FACTSET RESEARCH SYSTEMS INC 522,143 $85,334,000 5.08% +12,209 +$2,674,000
BOX INC 5,768,406 $79,950,000 4.76% +747,946 +$828,000
WATERS CORP /DE/ 594,096 $79,841,000 4.75% +21,543 -$10,903,000
COMSCORE, INC. 1,929,436 $60,932,000 3.63% +982,175 +$31,889,000
US Ecology, Inc. 835,487 $41,064,000 2.44% +10,231 +$4,060,000
Alarm.com Holdings, Inc. 1,405,339 $39,111,000 2.33% +19,106 -$896,000
AMERICAS CARMART INC 792,833 $34,686,000 2.07% -340,384 -$6,552,000
Interactive Intelligence Group, Inc. 0 $0 0% Closed -$163,058,000
MOODYS CORP /DE/ 0 $0 0% Closed -$111,301,000