StockDriftsStockDriftsTop 50 Van Berkom & Associates Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCTR | VICTORY CAP HLDGS INC. COM CL A | 3.32% | 1.22M | $102.9M | -21.24%(-330.29K) | $34.01(+247.48%) | 2026-06-30 | |
| CRL | CHARLES RIVER LABORATORIES | 3.28% | 449.4K | $101.9M | -10.32%(-51.74K) | $153.86(+82.02%) | 2026-06-30 | |
| ENSG | ENSIGN GROUP INC. | 3.22% | 623.5K | $99.9M | +19.86%(+103.31K) | $106.29(+70.78%) | 2026-06-30 | |
| LAUR | LAUREATE EDUCATION INC. | 3.19% | 2.73M | $99.1M | -12.12%(-376.09K) | $13.54(+177.79%) | 2026-06-30 | |
| DOCN | DIGITALOCEAN HLDGS INC. | 3.11% | 614.4K | $96.5M | -52.50%(-679.03K) | $33.86(+282.63%) | 2026-06-30 | |
| PRVA | PRIVIA HEALTH GROUP INC | 3.08% | 3.71M | $95.5M | -8.42%(-341.42K) | $22.14(-0.65%) | 2026-06-30 | |
| SNEX | STONEX GROUP INC. | 2.85% | 745.7K | $88.4M | -46.13%(-638.57K) | $19.10(+251.26%) | 2026-06-30 | |
| FSS | FEDERAL SIGNAL CORP. | 2.82% | 682.0K | $87.6M | -5.84%(-42.30K) | $47.17(+167.44%) | 2026-06-30 | |
| PNTG | PENNANT GROUP INC. | 2.82% | 2.37M | $87.5M | -11.24%(-300.17K) | $29.49(+32.84%) | 2026-06-30 | |
| GTES | GATES INDL CORP PLC ORD SHS | 2.8% | 3.11M | $86.9M | +0.30%(+9.15K) | $23.15(+19.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.05% | +29.69% | +7.28% | +42.13% |
| Top 20 Holdings Unweighted | +7.95% | +25.79% | +6.49% | +36.92% |
Van Berkom & Associates Inc. reports $3.10B in US-listed equity holdings across 67 positions in its most recent 13F filing. Its largest disclosed positions are VCTR (3.3%), CRL (3.3%) and ENSG (3.2%). The top 20 holdings account for 55.38% of reported assets. Its disclosed equity book has returned +29.69% 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 Van Berkom & Associates Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1524408). View Van Berkom & Associates Inc.’s 13F filings on SEC