Top Funds / Bares Capital Management, Inc.


Brian Bares

2017Q1 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2016Q4 $ vs. 2016Q4
Platform Specialty Products Co 17,096,754 $222,600,000 11.05% -102,619 +$53,874,000
FASTENAL CO 3,239,905 $166,855,000 8.28% +402,649 +$33,561,000
Colfax CORP 4,080,045 $160,183,000 7.95% +49,070 +$15,350,000
Interactive Brokers Group, Inc. 4,014,605 $139,387,000 6.92% +788,086 +$21,587,000
Under Armour Inc 7,605,376 $139,178,000 6.91% +3,271,535 +$30,095,000
NATIONAL INSTRUMENTS CORP 3,766,942 $122,652,000 6.09% +493,095 +$21,752,000
GARTNER INC 1,091,452 $117,866,000 5.85% -178,816 -$10,520,000
COSTAR GROUP, INC. 551,194 $114,218,000 5.67% +81,722 +$25,727,000
MARKEL CORP 116,582 $113,768,000 5.65% +17,922 +$24,530,000
WATERS CORP /DE/ 720,824 $112,672,000 5.59% +126,728 +$32,831,000
ANSYS INC 1,043,967 $111,569,000 5.54% +43,402 +$19,027,000
FACTSET RESEARCH SYSTEMS INC 609,909 $100,580,000 4.99% +87,766 +$15,246,000
Verisk Analytics, Inc. 1,221,990 $99,152,000 4.92% +169,923 +$13,756,000
BOX INC 5,926,050 $96,654,000 4.80% +157,644 +$16,704,000
Alarm.com Holdings, Inc. 2,325,021 $71,471,000 3.55% +919,682 +$32,360,000
COMSCORE, INC. 2,646,845 $57,145,000 2.84% +717,409 -$3,787,000
US Ecology, Inc. 838,838 $39,300,000 1.95% +3,351 -$1,764,000
AMERICAS CARMART INC 809,578 $29,509,000 1.46% +16,745 -$5,177,000