Top Funds / Bares Capital Management, Inc.


Brian Bares

2017Q3 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2017Q2 $ vs. 2017Q2
Interactive Brokers Group, Inc. 4,562,008 $205,473,000 9.27% +97,099 +$38,396,000
Platform Specialty Products Co 16,501,635 $183,993,000 8.30% -238,322 -$28,270,000
FASTENAL CO 3,662,915 $166,956,000 7.53% +70,166 +$10,564,000
COSTAR GROUP, INC. 600,005 $160,951,000 7.26% +46,294 +$14,993,000
Colfax CORP 3,758,826 $156,518,000 7.06% -107,474 +$4,302,000
NATIONAL INSTRUMENTS CORP 3,474,660 $146,526,000 6.61% -309,091 -$5,656,000
GARTNER INC 1,138,918 $141,693,000 6.39% +42,195 +$6,237,000
MARKEL CORP 125,152 $133,660,000 6.03% +7,964 +$19,301,000
WATERS CORP /DE/ 728,948 $130,861,000 5.90% +4,663 -$2,292,000
ANSYS INC 1,050,732 $128,956,000 5.82% -3,238 +$709,000
BOX INC 6,391,461 $123,483,000 5.57% +588,875 +$17,644,000
Alarm.com Holdings, Inc. 2,701,886 $122,071,000 5.51% -79,144 +$17,421,000
Under Armour Inc 8,091,563 $121,535,000 5.48% +447,650 -$32,566,000
FACTSET RESEARCH SYSTEMS INC 672,267 $121,082,000 5.46% +59,249 +$19,211,000
COMSCORE, INC. 2,512,205 $72,226,000 3.26% -101,783 +$3,609,000
TWILIO INC 1,878,406 $56,070,000 2.53% +3,972 +$1,505,000
US Ecology, Inc. 618,123 $33,255,000 1.50% -102,535 -$3,138,000
AMERICAS CARMART INC 294,477 $12,110,000 0.55% -469,037 -$17,591,000
Verisk Analytics, Inc. 0 $0 0% Closed -$93,853,000