$534 Million is the total value of Conestoga Capital Advisors, LLC's 111 reported holdings in Q4 2011. The portfolio turnover from Q3 2011 to Q4 2011 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2011 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2012-01-20
About Conestoga Capital Advisors, LLC
Conestoga Capital Advisors, LLC is a boutique investment management firm that specializes in small-cap growth equity strategies. The firm was founded in 2002 and is headquartered in Radnor, Pennsylvania. Conestoga Capital Advisors has a team of experienced investment professionals, including CEO and Chief Investment Officer Robert Mitchell, COO and Director of Research David Morris, and Portfolio Manager Derek Johnston.
The firm's investment philosophy is centered around identifying high-quality companies with strong growth potential and holding them for the long term. Conestoga Capital Advisors believes that a disciplined, research-driven approach to investing can generate superior returns over time. The firm's investment process involves rigorous fundamental analysis, including company visits and meetings with management teams, to identify companies with sustainable competitive advantages and strong growth prospects.
Conestoga Capital Advisors manages several mutual funds and separate accounts, including the Conestoga Small Cap Fund, which has consistently outperformed its benchmark index since its inception in 2002. The firm's investment strategies are designed to provide investors with exposure to high-quality small-cap growth companies across a range of industries.
Overall, Conestoga Capital Advisors is a respected investment management firm with a strong track record of delivering superior returns to its clients. The firm's experienced team of investment professionals and disciplined investment process make it a compelling choice for investors seeking exposure to the small-cap growth equity space.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NEOGEN CORP | 46 | Q2 2024 | 3.9% |
| SIMPSON MFG INC | 46 | Q2 2024 | 4.1% |
| AAON INC | 46 | Q2 2024 | 3.7% |
| BALCHEM CORP | 46 | Q2 2024 | 2.7% |
| PROS HOLDINGS INC | 46 | Q2 2024 | 3.2% |
| TYLER TECHNOLOGIES INC | 46 | Q2 2024 | 3.7% |
| COSTAR GROUP INC | 46 | Q2 2024 | 4.6% |
| ROLLINS INC | 46 | Q2 2024 | 2.2% |
| ALIGN TECHNOLOGY INC | 46 | Q2 2024 | 2.7% |
| GRACO INC | 46 | Q2 2024 | 0.5% |
View Conestoga Capital Advisors, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| CASELLA WASTE SYSTEMS INC | January 05, 2024 | 3,224,881 | 5.7% |
| Clearwater Analytics Holdings, Inc. | January 05, 2024 | 6,805,047 | 7.6% |
| Construction Partners, Inc. | January 05, 2024 | 4,798,691 | 11.0% |
| Definitive Healthcare Corp. | January 05, 2024 | 5,824,812 | 5.0% |
| DIGI INTERNATIONAL INC | January 05, 2024 | 3,838,105 | 10.6% |
| DOUGLAS DYNAMICS, INC | January 05, 2024 | 2,339,723 | 10.2% |
| EXPONENT INC | January 05, 2024 | 2,596,177 | 5.1% |
| HELIOS TECHNOLOGIES, INC. | January 05, 2024 | 2,144,989 | 6.5% |
| LEMAITRE VASCULAR INC | January 05, 2024 | 2,061,262 | 9.3% |
| MESA LABORATORIES INC /CO/ | January 05, 2024 | 617,612 | 11.4% |
View Conestoga Capital Advisors, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| SC 13G/A | 2024-09-13 |
| N-PX | 2024-08-16 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-26 |
| SC 13G/A | 2024-01-05 |
| SC 13G/A | 2024-01-05 |
| SC 13G/A | 2024-01-05 |
| SC 13G/A | 2024-01-05 |
| SC 13G/A | 2024-01-05 |
View Conestoga Capital Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.