Port Capital LLC - Q42025 Holdings

Port Capital LLC holds 82 stocks with a total portfolio value of $ 2.32B as of Q42025. In Q42025, Port Capital LLC added 2 new positions, increased stakes in 29 stocks, reduced 33 holdings, and fully exited 4 positions. The largest holding is Heico Corp New (HEI-A), representing 9.36% of the total portfolio.