account_balance
Investment manager · 13F filer · SEC CIK 1852042
Bancreek Capital Management, LP
Reported value$20.2Mas of Sep 30, 2026
Positions13 2 new, 4 sold out
Top 10 weight83.8%MLI alone is 13%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MLIMueller Industries Inc
12.5%Trimmed −19%
GWWW.W. Grainger, Inc.
9.0%Trimmed −27%
AVGOBroadcom Inc.
8.7%Trimmed −24%
APHAmphenol Corp
8.6%Trimmed −35%
GOOGLAlphabet Inc.
8.5%Trimmed −30%
HUBBHubbell Inc
8.4%Trimmed −28%
ACGLArch Capital Group Ltd.
7.5%Trimmed −28%
APPAppLovin Corp
7.5%New
SHWSherwin Williams Co
6.6%
IDCCInterDigital, Inc.
6.5%
NFLXNetflix Inc
5.5%−32%
TTMITTM Technologies Inc
5.5%New
MLIMueller Industries Inc
12.5%Trimmed −19%
GWWW.W. Grainger, Inc.
9.0%
AVGOBroadcom Inc.
8.7%
APHAmphenol Corp
8.6%−35%
GOOGLAlphabet Inc.
8.5%−30%
HUBBHubbell Inc
8.4%−28%
ACGLArch Capital Group Ltd.
7.5%
APPAppLovin Corp
7.5%
SHWSherwin Williams Co
6.6%
IDCCInterDigital, Inc.
6.5%
NFLXNetflix Inc
5.5%
TTMITTM Technologies Inc
5.5%
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
MLI Mueller Industries Inc 12.5% Trimmed −19%GWW W.W. Grainger, Inc. 9.0% Trimmed −27%AVGO Broadcom Inc. 8.7% Trimmed −24%APH Amphenol Corp 8.6% Trimmed −35%GOOGL Alphabet Inc. 8.5% Trimmed −30%HUBB Hubbell Inc 8.4% Trimmed −28%ACGL Arch Capital Group Ltd. 7.5% Trimmed −28%APP AppLovin Corp 7.5% NewSHW Sherwin Williams Co 6.6% HeldIDCC InterDigital, Inc. 6.5% HeldNFLX Netflix Inc 5.5% Trimmed −32%TTMI TTM Technologies Inc 5.5% New
What changed
Biggest moves since Jun 30, 2026
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