StockDriftsStockDriftsTop 12 Bancreek Capital Management, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MLI | MUELLER INDS INC | 14.67% | 30.6K | $3.4M | +0.00%(+0) | $77.78(+79.41%) | 2026-03-31 | |
| HUBB | HUBBELL INC | 12.71% | 6.0K | $2.9M | +0.00%(+0) | $396.34(+22.07%) | 2026-03-31 | |
| GWW | WW GRAINGER INC | 11.99% | 2.5K | $2.8M | +0.00%(+0) | $1041.09(+20.34%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 11.14% | 9.0K | $2.6M | +264.77%(+6.50K) | $294.19(+36.86%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 10.62% | 7.9K | $2.5M | +0.00%(+0) | $152.20(+173.85%) | 2026-03-31 | |
| BSX | BOSTON SCIENTIFIC CORP | 10.59% | 39.0K | $2.4M | new | $79.05(-32.88%) | 2026-03-31 | |
| ACGL | ARCH CAP GROUP LTD | 6.8% | 16.4K | $1.6M | -41.78%(-11.74K) | $93.18(+0.15%) | 2026-03-31 | |
| SHW | SHERWIN WILLIAMS CO | 5.72% | 4.1K | $1.3M | +0.00%(+0) | $286.34(+6.98%) | 2026-03-31 | |
| ORLY | OREILLY AUTOMOTIVE INC | 4.94% | 12.4K | $1.1M | +0.00%(+0) | $99.51(-9.86%) | 2026-03-31 | |
| CPRT | COPART INC | 4.3% | 29.9K | $994K | +0.00%(+0) | $39.76(-17.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.98% | +12.42% |
| Top 20 Holdings Unweighted | +5.00% | +15.76% |
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