StockDriftsStockDriftsTop 50 Conestoga Capital Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CWST | CASELLA WASTE SYS INC | 4.93% | 2.34M | $226.5M | -16.70%(-468.32K) | $58.14(+57.73%) | 2026-06-30 | |
| RBC | RBC BEARINGS INC | 4.59% | 327.5K | $210.9M | -23.72%(-101.82K) | $168.81(+233.36%) | 2026-06-30 | |
| NOVT | NOVANTA INC | 4.3% | 1.22M | $197.6M | -15.99%(-231.85K) | $104.25(+61.23%) | 2026-06-30 | |
| BCPC | BALCHEM CORP | 4% | 1.09M | $183.8M | -13.05%(-163.32K) | $100.80(+75.86%) | 2026-06-30 | |
| MRCY | MERCURY SYS INC | 3.96% | 1.49M | $181.9M | -22.49%(-431.40K) | $48.83(+123.01%) | 2026-06-30 | |
| FSV | FIRSTSERVICE CORP NEW | 3.76% | 1.22M | $172.9M | -13.42%(-188.57K) | $106.67(+34.08%) | 2026-06-30 | |
| DGII | DIGI INTL INC | 3.55% | 2.18M | $163.2M | -27.54%(-827.41K) | $33.45(+151.94%) | 2026-06-30 | |
| ROAD | CONSTRUCTION PARTNERS INC | 3.51% | 1.36M | $161.4M | -17.84%(-295.14K) | $21.90(+430.50%) | 2026-06-30 | |
| ESE | ESCO TECHNOLOGIES INC | 3.4% | 447.1K | $156.5M | -17.48%(-94.70K) | $68.01(+351.13%) | 2026-06-30 | |
| MMSI | MERIT MED SYS INC | 2.99% | 1.98M | $137.3M | -8.66%(-187.72K) | $51.65(+75.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +5.77% | +18.34% | +2.13% | +11.09% |
| Top 20 Holdings Unweighted | +6.28% | +20.05% | +2.08% | +10.83% |
Conestoga Capital Advisors, LLC reports $4.60B in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are CWST (4.9%), RBC (4.6%) and NOVT (4.3%). The top 20 holdings account for 65.5% of reported assets. Its disclosed equity book has returned +18.34% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Conestoga Capital Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1163744). View Conestoga Capital Advisors, LLC’s 13F filings on SEC