account_balance
Investment manager · 13F filer · SEC CIK 1650142
Bristol Gate Capital Partners Inc.
Reported value$1.44Bas of Jun 30, 2026
Positions33 7 new, 5 sold out
Top 10 weight48.8%AMAT alone is 5%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMATApplied Materials Inc
5.5%Trimmed −52%
KLACKLA Corp
5.4%New
LLYELI Lilly & Co
5.2%Trimmed −18%
GEGeneral Electric Co
5.1%Trimmed −17%
TRGPTarga Resources Corp.
4.9%Trimmed −32%
APHAmphenol Corp
4.7%Trimmed −17%
IBKRInteractive Brokers Group, Inc.
4.6%Trimmed −33%
WRBW. R. Berkley Corp
4.5%New
VVisa Inc.
4.5%Trimmed −17%
TTTrane Technologies PLC
4.4%Trimmed −32%
HWMHowmet Aerospace Inc.
4.4%New
WABWestinghouse Air Brake Technologies Corp
4.4%Trimmed −34%
AMATApplied Materials Inc
5.5%−52%
KLACKLA Corp
5.4%
LLYELI Lilly & Co
5.2%
GEGeneral Electric Co
5.1%−17%
TRGPTarga Resources Corp.
4.9%−32%
APHAmphenol Corp
4.7%−17%
IBKRInteractive Brokers Group, Inc.
4.6%
WRBW. R. Berkley Corp
4.5%
VVisa Inc.
4.5%
TTTrane Technologies PLC
4.4%
HWMHowmet Aerospace Inc.
4.4%
WABWestinghouse Air Brake Technologies Corp
4.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMAT Applied Materials Inc 5.5% Trimmed −52%KLAC KLA Corp 5.4% NewLLY ELI Lilly & Co 5.2% Trimmed −18%GE General Electric Co 5.1% Trimmed −17%TRGP Targa Resources Corp. 4.9% Trimmed −32%APH Amphenol Corp 4.7% Trimmed −17%IBKR Interactive Brokers Group, Inc. 4.6% Trimmed −33%WRB W. R. Berkley Corp 4.5% NewV Visa Inc. 4.5% Trimmed −17%TT Trane Technologies PLC 4.4% Trimmed −32%HWM Howmet Aerospace Inc. 4.4% NewWAB Westinghouse Air Brake Technologies Corp 4.4% Trimmed −34%
What changed
Biggest moves since Mar 31, 2026
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