StockDriftsStockDriftsTop 17 Bdl Capital Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DOLE | DOLE PLC | 65.15% | 5.76M | $77.9M | — | — | — | 2023-12-31 |
| GOOGL | ALPHABET INC | 5.23% | 52.2K | $6.3M | — | — | — | 2023-12-31 |
| PNR | PENTAIR PLC | 3.43% | 63.6K | $4.1M | — | — | — | 2023-12-31 |
| QGEN | QIAGEN NV | 3.33% | 88.8K | $4.0M | — | — | — | 2023-12-31 |
| ALC | ALCON AG | 3.3% | 47.6K | $3.9M | — | — | — | 2023-12-31 |
| CNH | CNH INDL N V | 3.21% | 266.6K | $3.8M | — | — | — | 2023-12-31 |
| PANW | PALO ALTO NETWORKS INC | 3.2% | 15.1K | $3.8M | — | — | — | 2023-12-31 |
| ANET | ARISTA NETWORKS INC | 3.08% | 22.8K | $3.7M | — | — | — | 2023-12-31 |
| DAR | DARLING INGREDIENTS INC | 2.86% | 53.6K | $3.4M | — | — | — | 2023-12-31 |
| ARRY | ARRAY TECHNOLOGIES INC | 2.52% | 133.2K | $3.0M | — | — | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Bdl Capital Management reports $119.64M in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are DOLE (65.2%), GOOGL (5.2%) and PNR (3.4%). Figures reflect the Q4 2023 filing.
Sign up free to track Bdl Capital Management, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Bdl Capital Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907208). View Bdl Capital Management’s 13F filings on SEC