Conestoga Capital Advisors, LLC 13F 持仓 · 2026年Q2
Conestoga Capital Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 109 只证券,申报市值合计 45.97 亿美元。前几大持仓:CWST(4.93%)、RBC(4.59%)、NOVT(4.30%)。本季前 25 大持仓中:减持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CWST | CASELLA WASTE SYS INC | $226.5M | 4.93% | 2.3M | 减持 |
| 2 | RBC | RBC BEARINGS INC | $210.9M | 4.59% | 327,489 | 减持 |
| 3 | NOVT | NOVANTA INC | $197.6M | 4.30% | 1.2M | 减持 |
| 4 | BCPC | BALCHEM CORP | $183.8M | 4.00% | 1.1M | 减持 |
| 5 | MRCY | MERCURY SYS INC | $181.9M | 3.96% | 1.5M | 减持 |
| 6 | FSV | FIRSTSERVICE CORP NEW | $172.9M | 3.76% | 1.2M | 减持 |
| 7 | DGII | DIGI INTL INC | $163.2M | 3.55% | 2.2M | 减持 |
| 8 | ROAD | CONSTRUCTION PARTNERS INC | $161.4M | 3.51% | 1.4M | 减持 |
| 9 | ESE | ESCO TECHNOLOGIES INC | $156.5M | 3.40% | 447,077 | 减持 |
| 10 | MMSI | MERIT MED SYS INC | $137.3M | 2.99% | 2.0M | 减持 |
| 11 | SPXC | SPX TECHNOLOGIES INC | $134.2M | 2.92% | 547,175 | 减持 |
| 12 | RGEN | REPLIGEN CORP | $133.8M | 2.91% | 980,983 | 减持 |
| 13 | CSW | CSW INDUSTRIALS INC | $131.3M | 2.86% | 471,727 | 减持 |
| 14 | LMAT | LEMAITRE VASCULAR INC | $131.2M | 2.85% | 1.4M | 减持 |
| 15 | DSGX | DESCARTES SYS GROUP INC | $129.1M | 2.81% | 1.9M | 减持 |
| 16 | AAON | AAON INC | $128.9M | 2.80% | 1.0M | 减持 |
| 17 | STVN | STEVANATO GROUP S P A | $126.6M | 2.75% | 7.0M | 减持 |
| 18 | SITE | SITEONE LANDSCAPE SUPPLY INC | $109.9M | 2.39% | 960,286 | 减持 |
| 19 | HLIO | HELIOS TECHNOLOGIES INC | $96.8M | 2.11% | 1.1M | 减持 |
| 20 | MSA | MSA SAFETY INC | $96.8M | 2.11% | 554,574 | 减持 |
| 21 | VCEL | VERICEL CORP | $92.7M | 2.02% | 2.1M | 减持 |
| 22 | FSS | FEDERAL SIGNAL CORP | $92.1M | 2.00% | 716,591 | 减持 |
| 23 | ULS | UL SOLUTIONS INC | $83.5M | 1.82% | 819,373 | 减持 |
| 24 | SSD | SIMPSON MFG INC | $79.0M | 1.72% | 377,341 | 减持 |
| 25 | EXPO | EXPONENT INC | $74.4M | 1.62% | 1.3M | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR