35 is the total number of securities Bancreek Capital Management, LP has owned. The longest Bancreek Capital Management, LP has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| DHR | DANAHER CORPORATION | 8 | 8 | 3.90% | 6.57% | 13.58% | Q4 2021 | Q3 2023 | 8 |
| AVTR | AVANTOR INC | 8 | 8 | 2.88% | 5.45% | 10.27% | Q4 2021 | Q3 2023 | 8 |
| TMO | THERMO FISHER SCIENTIF... | 8 | 8 | 3.29% | 5.29% | 9.76% | Q4 2021 | Q3 2023 | 8 |
| AMZN | AMAZON COM INC | 8 | 8 | 4.14% | 5.07% | 6.27% | Q4 2021 | Q3 2023 | 8 |
| POOL | POOL CORP | 8 | 8 | 3.08% | 4.50% | 6.92% | Q4 2021 | Q3 2023 | 8 |
| V | VISA INC | 8 | 8 | 2.86% | 4.44% | 5.61% | Q4 2021 | Q3 2023 | 8 |
| SHW | SHERWIN WILLIAMS CO | 8 | 8 | 3.17% | 4.44% | 5.71% | Q4 2021 | Q3 2023 | 8 |
| CPRT | COPART INC | 8 | 8 | 3.07% | 4.44% | 6.83% | Q4 2021 | Q3 2023 | 8 |
| ACN | ACCENTURE PLC IRELAND | 8 | 8 | 3.25% | 4.33% | 6.06% | Q4 2021 | Q3 2023 | 8 |
| STE | STERIS PLC | 8 | 8 | 3.35% | 4.08% | 5.30% | Q4 2021 | Q3 2023 | 8 |
| SPGI | S&P GLOBAL INC | 8 | 8 | 3.18% | 3.96% | 4.90% | Q4 2021 | Q3 2023 | 8 |
| RSG | REPUBLIC SVCS INC | 8 | 8 | 2.64% | 3.66% | 4.27% | Q4 2021 | Q3 2023 | 8 |
| LMT | LOCKHEED MARTIN CORP | 8 | 8 | 2.18% | 3.42% | 5.16% | Q4 2021 | Q3 2023 | 8 |
| GOOGL | ALPHABET INC | 7 | 7 | 3.90% | 4.28% | 4.48% | Q4 2021 | Q2 2023 | 7 |
| MSFT | MICROSOFT CORP | 7 | 7 | 3.31% | 3.70% | 4.29% | Q4 2021 | Q2 2023 | 7 |
| COST | COSTCO WHSL CORP NEW | 7 | 7 | 3.20% | 3.52% | 3.80% | Q4 2021 | Q2 2023 | 7 |
| EL | LAUDER ESTEE COS INC | 6 | 6 | 3.19% | 3.79% | 4.63% | Q1 2022 | Q2 2023 | 6 |
| MA | MASTERCARD INCORPORATED | 6 | 6 | 3.18% | 3.68% | 4.75% | Q1 2022 | Q2 2023 | 6 |
| BDX | BECTON DICKINSON & CO | 6 | 6 | 3.04% | 3.68% | 4.30% | Q4 2021 | Q1 2023 | 6 |
| ROP | ROPER TECHNOLOGIES INC | 5 | 5 | 3.08% | 3.77% | 4.66% | Q4 2021 | Q4 2022 | 5 |
| MCO | MOODYS CORP | 5 | 5 | 3.10% | 3.42% | 3.80% | Q4 2021 | Q4 2022 | 5 |
| DPZ | DOMINOS PIZZA INC | 5 | 5 | 2.86% | 3.34% | 3.88% | Q4 2021 | Q4 2022 | 5 |
| CTAS | CINTAS CORP | 5 | 5 | 2.61% | 3.28% | 3.86% | Q4 2021 | Q4 2022 | 5 |
| ICE | INTERCONTINENTAL EXCHA... | 4 | 4 | 4.26% | 4.85% | 5.40% | Q4 2022 | Q3 2023 | 4 |
| AAPL | APPLE INC | 4 | 4 | 3.42% | 3.67% | 4.08% | Q4 2021 | Q3 2022 | 4 |
| LH | LABORATORY CORP AMER H... | 4 | 4 | 3.12% | 3.53% | 3.90% | Q4 2021 | Q3 2022 | 4 |
| ORLY | OREILLY AUTOMOTIVE INC | 4 | 4 | 2.91% | 3.43% | 3.99% | Q4 2021 | Q3 2022 | 4 |
| JACOBS SOLUTIONS INC | 2 | 2 | 4.14% | 5.04% | 5.94% | Q2 2023 | Q3 2023 | 2 | |
| CHD | CHURCH & DWIGHT CO INC | 2 | 2 | 3.39% | 3.49% | 3.58% | Q4 2021 | Q1 2022 | 2 |
| PG | PROCTER AND GAMBLE CO | 2 | 2 | 3.33% | 3.38% | 3.42% | Q4 2021 | Q1 2022 | 2 |
| HSY | HERSHEY CO | 2 | 2 | 3.28% | 3.34% | 3.41% | Q4 2021 | Q1 2022 | 2 |
| TSCO | TRACTOR SUPPLY CO | 1 | 1 | 4.35% | 4.35% | 4.35% | Q3 2023 | Q3 2023 | 1 |
| MKC | MCCORMICK & CO INC | 1 | 1 | 3.49% | 3.49% | 3.49% | Q4 2021 | Q4 2021 | 1 |
| ECL | ECOLAB INC | 1 | 1 | 3.18% | 3.18% | 3.18% | Q4 2021 | Q4 2021 | 1 |
| KENVUE INC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q3 2023 | Q3 2023 | 1 | |
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The securities at the top of the list , including DANAHER CORPORATION, AVANTOR INC, and THERMO FISHER SCIENTIFIC INC, are the highest-conviction holdings of Bancreek Capital Management, LP.
The conviction is calculated by counting the number of quarters a security has been reported by Bancreek Capital Management, LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Bancreek Capital Management, LP owns currently or has owned in the past.