Bares Capital Management Q4 2022 holdings

$2.63 Trillion is the total value of Bares Capital Management's 38 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .

 Value Shares↓ Weighting
RDFN  Redfin Corp$84,307,825
+72502.8%
19,883,9210.0%3.21%
-29.1%
EVTC  Evertec Inc$13,120,376
+103185.6%
405,2000.0%0.50%
+1.0%
HSKA  HESKA CORP COM RESTRC NEW$6,868,680
+85140.5%
110,5000.0%0.26%
-16.6%
INMD  Inmode Ltd$5,440,680
+122548.3%
152,4000.0%0.21%
+19.7%
UPWK  Upwork Inc$5,220,000
+76552.0%
500,0000.0%0.20%
-25.2%
HCAT  Health Catalyst Inc$4,809,012
+109494.6%
452,4000.0%0.18%
+7.0%

Filings

The following EDGAR filing(s) were analyzed to create this report:

Signatures

The EDGAR filing(s) were signed by:

  • James J. Creel Jr. — President

About Bares Capital Management

Bares Capital Management is a well-known investment management firm that specializes in small and mid-cap companies. The firm was founded in 2000 by Brian Bares, who serves as the CEO and Chief Investment Officer. Bares Capital Management is headquartered in Austin, Texas, and has a team of experienced investment professionals who are dedicated to providing their clients with superior investment performance.

The investment philosophy of Bares Capital Management is centered around the belief that small and mid-cap companies are often overlooked by larger investment firms, which creates opportunities for active managers to generate alpha. The firm's investment process is focused on fundamental research and analysis, with a particular emphasis on understanding the competitive dynamics of the industries in which their portfolio companies operate.

Bares Capital Management has a strong track record of delivering superior investment performance to their clients. The firm's flagship fund, the Bares Capital Fund, has outperformed its benchmark, the Russell 2000 Index, since its inception in 2000. The fund has also received numerous awards and accolades from industry publications and organizations.

In addition to Brian Bares, the firm's leadership team includes Chief Operating Officer, Johnathan Gates, and Chief Compliance Officer, Jennifer Bares. The team at Bares Capital Management is committed to providing their clients with exceptional service and investment performance, and they have a proven track record of delivering on that commitment.

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.

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EDGAR filings