DF DENT & CO INC

$5.2B reported 13(f) long value · latest quarter 2026-03-31 · CIK 934999 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $5.2B
ALL retained default holdings for this (filer, period), including NULL-value ones: 262
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 19
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 20

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `pos:17821` · issuer key `iss:89` COM	TRIM	−$41.8M	−68,112	$259M	$217M	824,929	756,817
position key `pos:12848` · issuer key `iss:1921` COM	TRIM	−$49.2M	−54,986	$236M	$187M	673,030	618,044
position key `pos:14175` · issuer key `iss:95` COM	TRIM	−$36.0M	−78,248	$202M	$166M	874,676	796,428
position key `pos:11056` · issuer key `iss:896` COM	TRIM	−$85.4M	−211,057	$249M	$164M	988,075	777,018
position key `pos:12141` · issuer key `iss:1933` COM	TRIM	−$63.3M	−197,345	$211M	$148M	740,958	543,613
position key `pos:14206` · issuer key `iss:1193` COM	TRIM	−$38.2M	−31,143	$182M	$143M	318,262	287,119
position key `pos:14171` · issuer key `iss:1813` COM	TRIM	−$56.9M	−26,995	$199M	$142M	149,748	122,753
position key `pos:16804` · issuer key `iss:1945` COM	TRIM	−$42.9M	−181,428	$183M	$140M	1,040,943	859,515
position key `pos:16716` · issuer key `iss:633` COM	TRIM	−$48.4M	−191,301	$186M	$138M	709,923	518,622
position key `pos:16504` · issuer key `iss:1251` COM	TRIM	−$50.9M	−56,527	$180M	$129M	351,928	295,401
position key `pos:16805` · issuer key `iss:997` COM	TRIM	−$46.0M	−30,078	$173M	$127M	305,391	275,313
position key `pos:15311` · issuer key `iss:724` COM	TRIM	+$7.4M	−231,996	$116M	$124M	2,899,293	2,667,297
position key `pos:11825` · issuer key `iss:1225` COM	TRIM	−$46.4M	−27,013	$155M	$109M	320,463	293,450
position key `pos:11969` · issuer key `iss:268` COM	TRIM	−$45.7M	−549,168	$152M	$107M	2,592,215	2,043,047
position key `pos:14865` · issuer key `iss:1248` COM	TRIM	−$18.5M	−38,728	$115M	$96.8M	127,277	88,549
position key `pos:11432` · issuer key `iss:1438` COM	ADD	+$26.2M	+1,396,967	$69.8M	$96.0M	2,535,404	3,932,371
position key `pos:10729` · issuer key `iss:862` COM	ADD	+$1.5M	+165,468	$91.0M	$92.5M	452,807	618,275
position key `pos:14227` · issuer key `iss:348` COM	TRIM	−$49.3M	−203,174	$138M	$89.1M	860,684	657,510
position key `pos:16916` · issuer key `iss:1062` COM	TRIM	−$38.4M	−66,819	$123M	$85.1M	315,756	248,937
position key `pos:15144` · issuer key `iss:556` COM	TRIM	−$29.4M	−54,525	$111M	$81.8M	485,817	431,292
position key `pos:13364` · issuer key `iss:1894` COM	TRIM	−$51.8M	−133,698	$133M	$81.0M	594,801	461,103
position key `pos:11814` · issuer key `iss:371` COM	TRIM	−$32.1M	−70,709	$112M	$80.0M	358,753	288,044
position key `pos:11625` · issuer key `iss:2284` COM	TRIM	+$4.1M	−10,365	$75.8M	$79.9M	70,832	60,467
position key `pos:16004` · issuer key `iss:1161` COM	ADD	−$2.6M	+2,746	$68.1M	$65.5M	118,696	121,442
position key `pos:15495` · issuer key `iss:1590` COM	TRIM	−$61.5M	−89,265	$126M	$64.8M	241,603	152,338
position key `pos:17225` · issuer key `iss:526` COM	TRIM	−$70.2M	−402,473	$135M	$64.8M	2,007,630	1,605,157
position key `pos:12827` · issuer key `iss:323` COM	ADD	+$60.0M	+193,929	$531K	$60.5M	1,533	195,462
position key `pos:13215` · issuer key `iss:144` COM	TRIM	−$9.4M	−19,042	$68.8M	$59.4M	253,165	234,123
position key `pos:16764` · issuer key `iss:1837` COM	TRIM	−$33.3M	−31,577	$91.4M	$58.1M	201,254	169,677
position key `pos:13386` · issuer key `iss:1257` COM	ADD	+$20.8M	+37,416	$34.9M	$55.7M	91,007	128,423
position key `pos:12696` · issuer key `iss:1845` COM	TRIM	−$12.4M	−61,862	$66.8M	$54.3M	817,443	755,581
position key `pos:17719` · issuer key `iss:1175` COM	TRIM	−$27.4M	−67,866	$79.1M	$51.7M	456,491	388,625
position key `pos:15433` · issuer key `iss:1290` COM	ADD	+$16.4M	+161,225	$34.6M	$50.9M	368,624	529,849
position key `pos:11906` · issuer key `iss:1183` COM	TRIM	−$23.0M	−7,798	$73.8M	$50.8M	34,334	26,536
position key `pos:13645` · issuer key `iss:145` COM	TRIM	−$42.8M	−80,982	$93.4M	$50.6M	401,494	320,512
position key `pos:16888` · issuer key `iss:1486` COM	TRIM	−$34.3M	−285,647	$83.3M	$49.0M	1,145,828	860,181
position key `pos:17195` · issuer key `iss:1900` COM	TRIM	−$67.4M	−615,471	$114M	$46.7M	1,143,729	528,258
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$58.1M	−86,043	$104M	$46.2M	179,983	93,940
position key `pos:14802` · issuer key `iss:1329` COM	TRIM	−$10.0M	−80,842	$55.7M	$45.7M	467,719	386,877
position key `pos:11403` · issuer key `iss:1342` COM	TRIM	−$956K	−16,170	$44.5M	$43.6M	488,052	471,882
position key `pos:12597` · issuer key `iss:1545` COM	TRIM	−$38.2M	−130,435	$81.2M	$43.0M	495,550	365,115
position key `pos:13036` · issuer key `iss:1530` COM	TRIM	−$3.0M	−22,107	$42.8M	$39.9M	95,516	73,409
position key `pos:10618` · issuer key `iss:511` COM	ADD	−$6.4M	+17,096	$45.7M	$39.3M	1,166,892	1,183,988
position key `pos:13683` · issuer key `iss:1648` COM	TRIM	−$27.4M	−68,028	$64.0M	$36.5M	417,591	349,563
position key `pos:10679` · issuer key `iss:1211` COM	ADD	+$5.2M	+20,149	$30.7M	$35.9M	54,661	74,810
position key `sid:sec:prov:611b327625f54b325a3a9082c5190ac7` · issuer key `cusip6:514952` COM	ADD	+$12.9M	+58,815	$21.5M	$34.4M	438,992	497,807
position key `pos:13768` · issuer key `iss:1651` COM	TRIM	−$4.5M	−12,846	$38.5M	$34.0M	118,832	105,986
position key `pos:15720` · issuer key `iss:839` COM	TRIM	−$43.5M	−261,045	$76.9M	$33.4M	1,044,660	783,615
position key `pos:10426` · issuer key `iss:1352` COM	TRIM	−$16.2M	−144,610	$49.1M	$32.9M	313,118	168,508
position key `pos:13849` · issuer key `iss:752` COM	TRIM	−$17.2M	−176,436	$49.6M	$32.4M	814,439	638,003
position key `pos:14442` · issuer key `iss:1667` COM	TRIM	−$13.0M	−120,389	$44.4M	$31.4M	356,537	236,148
position key `pos:10317` · issuer key `iss:1960` COM	TRIM	−$57.7M	−198,985	$87.9M	$30.2M	319,582	120,597
position key `pos:11608` · issuer key `iss:889` COM	TRIM	−$6.4M	−122,747	$35.2M	$28.8M	2,277,103	2,154,356
position key `pos:17533` · issuer key `iss:1509` COM	TRIM	−$17.0M	−47,137	$44.2M	$27.2M	258,267	211,130
position key `pos:15235` · issuer key `iss:125` COM	ADD	+$23.0M	+183,752	$4.0M	$26.9M	29,308	213,060
position key `pos:11816` · issuer key `iss:407` COM	TRIM	−$7.7M	−15,913	$33.6M	$26.0M	343,498	327,585
position key `pos:12678` · issuer key `iss:1400` COM	TRIM	−$27.7M	−126,203	$53.4M	$25.7M	306,792	180,589
position key `pos:11044` · issuer key `iss:361` COM	ADD	−$1.9M	+4,230	$27.1M	$25.2M	92,332	96,562
position key `pos:17837` · issuer key `iss:1223` COM	TRIM	−$18.3M	−11,271	$43.2M	$24.8M	30,950	19,679
position key `pos:17411` · issuer key `iss:148` COM	TRIM	−$515K	−5,009	$24.5M	$23.9M	95,265	90,256
position key `pos:13485` · issuer key `iss:517` COM	TRIM	−$2.6M	−27,208	$26.1M	$23.4M	501,558	474,350
position key `pos:12767` · issuer key `iss:220` COM	ADD	+$1.7M	+29,037	$21.2M	$23.0M	121,832	150,869
position key `pos:15882` · issuer key `iss:726` COM	ADD	+$1.2M	+12,335	$21.7M	$22.9M	199,505	211,840
position key `pos:17052` · issuer key `iss:1612` COM	NEW	+$22.8M	+64,817	$0	$22.8M	—	64,817
position key `pos:14039` · issuer key `iss:112` COM	TRIM	−$5.3M	−28,163	$28.1M	$22.8M	160,045	131,882
position key `pos:16368` · issuer key `iss:953` COM	TRIM	−$6.2M	−2,414	$28.7M	$22.5M	42,437	40,023
position key `pos:14712` · issuer key `iss:537` COM	TRIM	−$7.1M	−5,869	$29.0M	$21.9M	61,865	55,996
position key `pos:15735` · issuer key `iss:685` COM	TRIM	−$485K	−34,670	$21.1M	$20.6M	107,812	73,142
position key `pos:16768` · issuer key `iss:1903` COM	TRIM	−$19.9M	−72,646	$40.2M	$20.4M	179,913	107,267
position key `pos:10691` · issuer key `iss:302` COM	TRIM	−$11.7M	−118,666	$32.0M	$20.3M	379,188	260,522
position key `pos:17216` · issuer key `iss:1366` COM	TRIM	+$3.6K	−27,964	$19.2M	$19.2M	121,545	93,581
position key `pos:14992` · issuer key `iss:1485` COM	TRIM	−$79.6K	−1,577	$18.8M	$18.7M	131,109	129,532
position key `pos:13982` · issuer key `iss:1108` COM	TRIM	+$3.9M	−8,837	$14.1M	$18.1M	174,178	165,341
position key `pos:11160` · issuer key `iss:1255` COM	TRIM	−$14.3M	−43,220	$31.6M	$17.3M	145,591	102,371
position key `pos:13725` · issuer key `iss:664` COM	TRIM	−$8.1M	−151,807	$24.8M	$16.7M	294,170	142,363
position key `pos:10461` · issuer key `iss:875` COM	TRIM	−$21.4M	−118,899	$37.0M	$15.6M	275,763	156,864
position key `pos:16135` · issuer key `iss:332` COM	TRIM	−$15.7M	−154,157	$30.8M	$15.2M	386,955	232,798
position key `pos:11213` · issuer key `iss:1227` COM	TRIM	−$10.0M	−159,522	$24.8M	$14.9M	389,906	230,384
position key `pos:12030` · issuer key `iss:525` COM	TRIM	+$707K	−1,440	$13.8M	$14.5M	15,976	14,536
position key `pos:10637` · issuer key `iss:1883` COM	NEW	+$14.2M	+77,243	$0	$14.2M	—	77,243
position key `pos:14260` · issuer key `iss:625` COM	TRIM	−$6.9M	−27,038	$21.0M	$14.2M	101,749	74,711
position key `pos:16262` · issuer key `iss:1044` COM	TRIM	−$5.6K	−1,213	$13.6M	$13.6M	47,606	46,393
position key `pos:11885` · issuer key `iss:55` COM	TRIM	−$10.9M	−17,888	$24.1M	$13.2M	202,813	184,925
position key `pos:16762` · issuer key `iss:570` COM	TRIM	−$17.7M	−168,616	$30.9M	$13.1M	352,094	183,478
position key `pos:13599` · issuer key `iss:1035` COM	TRIM	+$1.9M	−692	$11.2M	$13.1M	54,315	53,623
position key `pos:15535` · issuer key `cusip6:011642` COM	TRIM	−$8.0M	−110,254	$20.9M	$13.0M	410,231	299,977
position key `pos:15624` · issuer key `iss:662` COM	ADD	+$3.5M	+9,806	$9.5M	$12.9M	54,378	64,184
position key `pos:10193` · issuer key `iss:1574` COM	TRIM	−$5.8M	−5,638	$18.3M	$12.6M	41,201	35,563
position key `pos:10138` · issuer key `iss:1663` COM	TRIM	+$167K	−3,285	$11.6M	$11.8M	71,952	68,667
position key `pos:18138` · issuer key `iss:1390` COM	NEW	+$11.5M	+352,960	$0	$11.5M	—	352,960
position key `pos:15220` · issuer key `iss:1725` COM	ADD	+$9.5M	+29,360	$1.9M	$11.4M	5,470	34,830
position key `pos:17924` · issuer key `iss:1262` COM	TRIM	−$6.8M	−21,919	$18.1M	$11.4M	44,916	22,997
position key `pos:12108` · issuer key `iss:891` COM	TRIM	−$1.7M	−6,387	$12.8M	$11.2M	140,169	133,782
position key `pos:12835` · issuer key `iss:1941` COM	NEW	+$11.1M	+528,128	$0	$11.1M	—	528,128
position key `pos:15142` · issuer key `iss:89` COM	ADD	−$898K	+118	$11.5M	$10.6M	36,623	36,741
position key `pos:13711` · issuer key `iss:1881` COM	ADD	−$3.0M	+26,353	$13.5M	$10.5M	1,299,250	1,325,603
position key `pos:18221` · issuer key `iss:1739` COM	TRIM	−$3.2M	−2,608	$13.6M	$10.5M	28,990	26,382
position key `pos:11040` · issuer key `iss:603` COM	TRIM	−$7.2M	−292,911	$17.6M	$10.4M	539,236	246,325
position key `pos:11205` · issuer key `iss:255` COM	TRIM	−$848K	−725	$10.7M	$9.9M	21,363	20,638
position key `pos:17656` · issuer key `iss:1520` COM	NEW	+$8.8M	+101,865	$0	$8.8M	—	101,865

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 52

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:10654` · issuer key `iss:844` COM	NO CHANGE	+$191K	$2.4M	$2.6M	2,340	2,340
position key `pos:13833` · issuer key `iss:1435` COM	NO CHANGE	+$151K	$1.8M	$2.0M	12,863	12,863
position key `pos:15034` · issuer key `iss:573` COM	NO CHANGE	−$90.4K	$1.7M	$1.6M	25,317	25,317
position key `pos:17128` · issuer key `iss:385` COM	NO CHANGE	+$58.4K	$1.5M	$1.5M	14,900	14,900
position key `pos:17899` · issuer key `iss:1745` COM	NO CHANGE	+$52.5K	$1.3M	$1.4M	8,619	8,619
position key `pos:12525` · issuer key `iss:1319` COM	NO CHANGE	−$7.8K	$1.3M	$1.3M	4,521	4,521
position key `pos:18087` · issuer key `iss:578` COM	NO CHANGE	+$1.8K	$1.1M	$1.1M	5,475	5,475
position key `pos:10434` · issuer key `iss:482` COM	NO CHANGE	+$71.1K	$905K	$976K	11,453	11,453
position key `pos:10136` · issuer key `iss:990` COM	NO CHANGE	−$202K	$1.1M	$911K	3,757	3,757
position key `pos:15342` · issuer key `iss:1937` COM	NO CHANGE	+$79.7K	$815K	$895K	7,732	7,732
position key `pos:10602` · issuer key `iss:254` COM	NO CHANGE	−$50.1K	$914K	$864K	13,040	13,040
position key `pos:17461` · issuer key `iss:1157` COM	NO CHANGE	−$37.5K	$838K	$800K	16,587	16,587
position key `pos:13325` · issuer key `iss:1511` COM	NO CHANGE	+$169K	$560K	$729K	1,328	1,328
position key `pos:10856` · issuer key `iss:1801` COM	NO CHANGE	−$73.9K	$796K	$722K	4,971	4,971
position key `cusip:641069406` · issuer key `cusip6:641069` COM	NO CHANGE	+$2.3K	$710K	$713K	7,192	7,192
position key `pos:11671` · issuer key `iss:122` COM	NO CHANGE	+$47.4K	$633K	$680K	1,933	1,933
position key `pos:11237` · issuer key `iss:1601` ETFS	NO CHANGE	+$53.2K	$620K	$673K	1,565	1,565
position key `pos:11895` · issuer key `iss:1013` ETFS	NO CHANGE	−$8.9K	$632K	$623K	8,400	8,400
position key `pos:13432` · issuer key `iss:411` COM	NO CHANGE	+$116K	$488K	$604K	852	852
position key `pos:17043` · issuer key `iss:1602` ETFS	NO CHANGE	−$10.9K	$611K	$600K	22,300	22,300
position key `pos:17839` · issuer key `iss:2093` COM	NO CHANGE	+$57.4K	$467K	$525K	1,467	1,467
position key `sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3` · issuer key `cusip6:922908` ETFS	NO CHANGE	+$1.2K	$489K	$490K	5,522	5,522
position key `pos:15818` · issuer key `iss:1742` COM	NO CHANGE	−$15.5K	$485K	$469K	6,576	6,576
position key `pos:15035` · issuer key `iss:505` COM	NO CHANGE	+$127K	$309K	$436K	3,300	3,300
position key `pos:13079` · issuer key `iss:1364` COM	NO CHANGE	+$80.8K	$351K	$432K	4,781	4,781
position key `pos:17734` · issuer key `iss:1055` COM	NO CHANGE	+$113K	$290K	$402K	1,425	1,425
position key `pos:16379` · issuer key `iss:1231` COM	NO CHANGE	−$48.8K	$451K	$402K	3,031	3,031
position key `sid:sec:prov:e10fb4f0bf62f2cd6470d7f399584bca` · issuer key `cusip6:92204A` ETFS	NO CHANGE	−$32.1K	$431K	$399K	572	572
position key `pos:16525` · issuer key `iss:58` COM	NO CHANGE	+$59.6K	$338K	$398K	1,370	1,370
position key `pos:12365` · issuer key `iss:1016` ETFS	NO CHANGE	+$29.5K	$358K	$388K	4,930	4,930
position key `pos:15861` · issuer key `iss:1896` COM	NO CHANGE	+$20.8K	$366K	$387K	4,729	4,729
position key `pos:15963` · issuer key `iss:1936` COM	NO CHANGE	+$19.7K	$352K	$371K	5,464	5,464
position key `pos:11391` · issuer key `iss:1981` ETFS	NO CHANGE	−$49.4K	$417K	$367K	9,000	9,000
position key `pos:10940` · issuer key `iss:1517` COM	NO CHANGE	−$16.8K	$380K	$363K	3,650	3,650
position key `pos:11514` · issuer key `iss:1012` ETFS	NO CHANGE	−$34.9K	$381K	$347K	1,910	1,910
position key `sid:sec:prov:8f84e4bccfedd905f8602bd39e2de909` · issuer key `cusip6:92204A` ETFS	NO CHANGE	−$18.7K	$347K	$328K	1,204	1,204
position key `pos:13738` · issuer key `iss:1698` COM	NO CHANGE	+$31.1K	$291K	$322K	3,341	3,341
position key `sid:sec:prov:ed9700f970c080028ff570ade765a310` · issuer key `cusip6:128117` COM	NO CHANGE	+$7.6K	$308K	$316K	29,418	29,418
position key `pos:16000` · issuer key `iss:215` COM	NO CHANGE	+$80.4K	$228K	$308K	6,555	6,555
position key `pos:12559` · issuer key `iss:1454` COM	NO CHANGE	+$36.2K	$266K	$302K	3,000	3,000
position key `sid:sec:prov:e4cd8f69169bdfd85fd9e009c05807b1` · issuer key `cusip6:81369Y` ETFS	NO CHANGE	−$27.9K	$319K	$291K	2,674	2,674
position key `pos:10783` · issuer key `iss:1822` COM	NO CHANGE	−$57.0K	$340K	$283K	4,345	4,345
position key `sid:sec:prov:caf960d7583447506c1588959c70a522` · issuer key `cusip6:825107` COM	NO CHANGE	+$14.5K	$256K	$271K	14,500	14,500
position key `pos:11570` · issuer key `iss:1599` ETFS	NO CHANGE	−$12.8K	$277K	$264K	406	406
position key `pos:17409` · issuer key `cusip6:921943` ETFS	NO CHANGE	+$6.5K	$253K	$259K	4,045	4,045
position key `pos:10892` · issuer key `cusip6:81369Y` ETFS	NO CHANGE	−$21.2K	$275K	$254K	1,912	1,912
position key `sid:sec:prov:6a4a3b151f87a26757c1fd2b5a9bca73` · issuer key `cusip6:062540` COM	NO CHANGE	+$17.8K	$207K	$225K	3,025	3,025
position key `pos:12492` · issuer key `iss:810` COM	NO CHANGE	−$18.0K	$228K	$210K	741	741
position key `pos:16109` · issuer key `iss:1285` COM	NO CHANGE	+$50.6K	$154K	$204K	22,000	22,000
position key `pos:13182` · issuer key `cusip6:338478` COM	NO CHANGE	−$12.5K	$203K	$190K	12,298	12,298
position key `sid:sec:prov:fdc3a94d815efc1f1ac6e4fc6566d857` · issuer key `cusip6:36465A` COM	NO CHANGE	+$3.8K	$121K	$125K	23,470	23,470
position key `cusip:58950M109` · issuer key `cusip6:58950M` COM	NO CHANGE	$0	$10.0K	$10.0K	10,000	10,000

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 251 issuers · $5.2B disclosed value over 262 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC CL C

2 positions · 2 reported rows

Rows DF DENT & CO INC reported for ALPHABET INC CL C, as it reported them
ALPHABET INC CL C · COM CUSIP — src ↗	$217M	756,817
ALPHABET INC. CLASS A · COM CUSIP — src ↗	$10.6M	36,741

$228M

793,558

4.4%

—

VISA INC CL A · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$187M

618,044

3.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON.COM INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$166M

796,428

3.2%

—

HEICO CORP CL A · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$164M

777,018

3.1%

—

VULCAN MATERIALS CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$148M

543,613

2.8%

—

MASTERCARD INC CL A · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$143M

287,119

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TRANSDIGM GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$142M

122,753

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WASTE CONNECTIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$140M

859,515

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ECOLAB INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$138M

518,622

2.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MOODYS CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$129M

295,401

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTUITIVE SURGICAL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$127M

275,313

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FASTENAL CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$124M

2,667,297

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICROSOFT CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$109M

293,450

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BIO-TECHNE CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$107M

2,043,047

2.0%

—

MONOLITHIC PWR SYS INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$96.8M

88,549

1.9%

—

PERIMETER SOLUTIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$96.0M

3,932,371

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GUIDEWIRE SOFTWARE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$92.5M

618,275

1.8%

—

CBRE GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$89.1M

657,510

1.7%

—

KINSALE CAPITAL GROUP INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$85.1M

248,937

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DANAHER CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$81.8M

431,292

1.6%

—

VEEVA SYSTEMS, INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$81.0M

461,103

1.6%

—

CADENCE DESIGN SYSTEMS INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$80.0M

288,044

1.5%

—

ASML HOLDINGS N.V. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$79.9M

60,467

1.5%

—

MSCI INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$65.5M

121,442

1.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

S & P GLOBAL INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$64.8M

152,338

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTAR GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$64.8M

1,605,157

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$60.5M

195,462

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$59.4M

234,123

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TYLER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$58.1M

169,677

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MOTOROLA SOLUTIONS INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$55.7M

128,423

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

UBER TECHNOLOGIES, INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$54.3M

755,581

1.0%

—

MANHATTAN ASSOCS INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$51.7M

388,625

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NETFLIX INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$50.9M

529,849

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARKEL GROUP INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$50.8M

26,536

1.0%

—

APPFOLIO, INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$50.6M

320,512

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCORE TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$49.0M

860,181

0.9%

—

VERALTO CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$46.7M

528,258

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$46.2M

93,940

0.9%

—

NOVANTA INC COM NPV · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$45.7M

386,877

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

O REILLY AUTOMOTIVE · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$43.6M

471,882

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REPLIGEN CORPORATION · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$43.0M

365,115

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RBC BEARINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$39.9M

73,409

0.8%

—

COPART INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$39.3M

1,183,988

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SERVICENOW INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$36.5M

349,563

0.7%

—

MEDPACE HOLDINGS, INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$35.9M

74,810

0.7%

—

LANDBRIDGE COMPANY LLC CL A · COM CUSIP 514952100
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$34.4M

497,807

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SHERWIN-WILLIAMS CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$34.0M

105,986

0.7%

—

GOOSEHEAD INSURANCE, INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$33.4M

783,615

0.6%

—

OLD DOMINION FGHT LINES INC CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$32.9M

168,508

0.6%

—

FLOOR & DECOR HOLDINGS, INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$32.4M

638,003

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SITEONE LANDSCAPE SUPPLY, INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$31.4M

236,148

0.6%

—

WEST PHARMACEUTICALS, INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$30.2M

120,597

0.6%

—

HAYWARD HOLDINGS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$28.8M

2,154,356

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUALCOMM INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$27.2M

211,130

0.5%

—

AMPHENOL CORP NEW CL A · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$26.9M

213,060

0.5%

—

CASELLA WASTE SYSTEMS INC CL A · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$26.0M

327,585

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PTC INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$25.7M

180,589

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CSW INDUSTRIALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$25.2M

96,562

0.5%

—

METTLER TOLEDO INTL · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$24.8M

19,679

0.5%

—

APPLIED INDL TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$23.9M

90,256

0.5%

—

CORE & MAIN INC CL A · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$23.4M

474,350

0.4%

—

BADGER METER INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$23.0M

150,869

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FEDERAL SIGNAL CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$22.9M

211,840

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SAIA INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$22.8M

64,817

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN TOWER CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$22.8M

131,882

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

IDEXX LABS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$22.5M

40,023

0.4%

—

CROWDSTRIKE HOLDINGS, INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$21.9M

55,996

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ESCO TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$20.6M

73,142

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERISK ANALYTICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$20.4M

107,267

0.4%

—

BOOZ ALLEN HAMILTON HOLDING CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$20.3M

260,522

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ONTO INNOVATION INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$19.2M

93,581

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PROCTER & GAMBLE CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$18.7M

129,532

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BERKSHIRE HATHAWAY INC CL B

2 positions · 2 reported rows

Rows DF DENT & CO INC reported for BERKSHIRE HATHAWAY INC CL B, as it reported them
BERKSHIRE HATHAWAY INC CL B · COM CUSIP — src ↗	$9.9M	20,638
BERKSHIRE HATHAWAY INC DELAWA · COM CUSIP — src ↗	$8.6M	12

$18.5M

20,650

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LEMAITRE VASCULAR · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$18.1M

165,341

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORNINGSTAR INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$17.3M

102,371

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENTEGRIS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$16.7M

142,363

0.3%

—

HAMILTON LANE INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$15.6M

156,864

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROWN & BROWN · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$15.2M

232,798

0.3%

—

MICROCHIP TECH INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$14.9M

230,384

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COSTCO WHOLESALE CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$14.5M

14,536

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VSE CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$14.2M

77,243

0.3%

—

EAGLE MATERIALS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$14.2M

74,711

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KADANT INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$13.6M

46,393

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AGILYSYS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$13.2M

184,925

0.3%

—

THE DESCARTES SYSTEMS GROUP IN · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$13.1M

183,478

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$13.1M

53,623

0.3%

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ALARM.COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$13.0M

299,977

0.2%

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ENSIGN GROUP INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$12.9M

64,184

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ROPER TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$12.6M

35,563

0.2%

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SIMPSON MANUFACTURING CO · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$11.8M

68,667

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PDF SOLUTIONS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.5M

352,960

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STRYKER CORP · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.4M

34,830

0.2%

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MURPHY USA INC COM · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$11.4M

22,997

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HEALTHEQUITY, INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$11.2M

133,782

0.2%

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WARBY PARKER INC CL A · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$11.1M

528,128

0.2%

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UTZ BRANDS INC. · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

ticker not yet mapped

$10.5M

1,325,603

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SYNOPSYS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.5M

26,382

0.2%

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VANGUARD S&P 500 ETF

5 positions · 5 reported rows

Rows DF DENT & CO INC reported for VANGUARD S&P 500 ETF, as it reported them
VANGUARD S&P 500 ETF · ETFS CUSIP 922908363 src ↗	$8.6M	14,316
VANGUARD TOTAL STK MKT ETF · ETFS CUSIP — src ↗	$743K	2,315
VANGUARD REIT ETF · ETFS CUSIP 922908553 src ↗	$490K	5,522
VANGUARD INDEX FDS SMALL CP ET · ETFS CUSIP — src ↗	$409K	1,562
VANGUARD MID CAP ETF · ETFS CUSIP — src ↗	$229K	796

ticker not yet mapped

$10.4M

24,511

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DOUGLAS DYNAMICS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$10.4M

246,325

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RAMBUS INC · COM CUSIP —
2026-03-31 filed 2026-05-15 +45d

src ↗

$8.8M

101,865

0.2%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 56.5%below median 80.0%
Concentration index: 168 bpsbelow median 446 bps
Positions with value: 262 / 262median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 56.5% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 168 · QoQ moves: 282

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open DF DENT & CO INC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).