Institutions / Bristol Gate Capital Partners Inc.

Bristol Gate Capital Partners Inc.

CIK 1650142 · Institution · as of Dec 31, 2025
Portfolio value
$1.73B
Positions
33
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 33 →
CompanyClassValueShares% of portfolio
Mastercard Inc$86.84M152,1215.0%
ELI LILLY & Co$86.60M80,5785.0%
Old Dominion Freight Line, Inc.$86.12M549,2395.0%
Visa Inc$84.49M240,9114.9%
Applied Materials Inc /De$83.26M323,9704.8%
Amphenol Corp /De$82.61M611,2634.8%
McKesson Corp$82.16M100,1594.7%
Westinghouse Air Brake Technologies Corp$81.32M380,9744.7%
Accenture plc$81.09M302,2284.7%
Unitedhealth Group Inc$80.44M243,6844.6%
Thermo Fisher Scientific Inc.$79.97M138,0084.6%
Moody's Corp$79.17M154,9814.6%
Interactive Brokers Group Inc$77.93M1,211,7264.5%
General Electric Co$77.33M251,0354.5%
Microsoft Corp$74.92M154,9134.3%
Intuit Inc.$73.24M110,5584.2%
Broadcom Inc.$72.91M210,6494.2%
Sherwin Williams Co$72.41M223,4624.2%
Cintas Corp$70.41M374,3914.1%
MSCI Inc.$69.37M120,9074.0%
CARRIER GLOBAL Corp$68.95M1,304,8884.0%
Domino's Pizza Inc.$61.12M146,6443.5%
SPDR S&P 500 ETF Tr$15.43M22,6270.9%
Tfi Intl Inc$718.3K6,9400.0%
Royal Bk Cda$691.5K4,0510.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.