Top Funds / Bares Capital Management, Inc.


Brian Bares

2017Q2 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2017Q1 $ vs. 2017Q1
Platform Specialty Products Co 16,739,957 $212,263,000 9.45% -356,797 -$10,337,000
Interactive Brokers Group, Inc. 4,464,909 $167,077,000 7.44% +450,304 +$27,690,000
FASTENAL CO 3,592,749 $156,392,000 6.96% +352,844 -$10,463,000
Under Armour Inc 7,643,913 $154,101,000 6.86% +38,537 +$14,923,000
Colfax CORP 3,866,300 $152,216,000 6.77% -213,745 -$7,967,000
NATIONAL INSTRUMENTS CORP 3,783,751 $152,182,000 6.77% +16,809 +$29,530,000
COSTAR GROUP, INC. 553,711 $145,958,000 6.50% +2,517 +$31,740,000
GARTNER INC 1,096,723 $135,456,000 6.03% +5,271 +$17,590,000
WATERS CORP /DE/ 724,285 $133,153,000 5.93% +3,461 +$20,481,000
ANSYS INC 1,053,970 $128,247,000 5.71% +10,003 +$16,678,000
MARKEL CORP 117,188 $114,359,000 5.09% +606 +$591,000
BOX INC 5,802,586 $105,839,000 4.71% -123,464 +$9,185,000
Alarm.com Holdings, Inc. 2,781,030 $104,650,000 4.66% +456,009 +$33,179,000
FACTSET RESEARCH SYSTEMS INC 613,018 $101,871,000 4.53% +3,109 +$1,291,000
Verisk Analytics, Inc. 1,112,394 $93,853,000 4.18% -109,596 -$5,299,000
COMSCORE, INC. 2,613,988 $68,617,000 3.05% -32,857 +$11,472,000
TWILIO INC 1,874,434 $54,565,000 2.43% New +$54,565,000
US Ecology, Inc. 720,658 $36,393,000 1.62% -118,180 -$2,907,000
AMERICAS CARMART INC 763,514 $29,701,000 1.32% -46,064 +$192,000