HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 CINTAS CORP |
178,209 | -743 | $122,435 |
| CTAS | 178,209 | -743 | $122,435 |
| SHERWIN WILLIAMS CO |
306,823 | -1,398 | $106,569 |
| SHW | 306,823 | -1,398 | $106,569 |
| MASTERCARD INCORPORATED |
214,504 | -998 | $103,299 |
| MA | 214,504 | -998 | $103,299 |
| APPLIED MATLS INC |
496,566 | -122,471 | $102,407 |
| AMAT | 496,566 | -122,471 | $102,407 |
| THERMO FISHER SCIENTIFIC INC |
173,399 | +17 | $100,781 |
| TMO | 173,399 | +17 | $100,781 |
| MICROSOFT CORP |
239,453 | -905 | $100,743 |
| MSFT | 239,453 | -905 | $100,743 |
| ROPER TECHNOLOGIES INC |
177,461 | -927 | $99,527 |
| ROP | 177,461 | -927 | $99,527 |
| LOWES COS INC |
389,348 | -222 | $99,179 |
| LOW | 389,348 | -222 | $99,179 |
| INTUIT |
152,252 | -740 | $98,964 |
| INTU | 152,252 | -740 | $98,964 |
| CSX CORP |
2,634,268 | -14,226 | $97,652 |
| CSX | 2,634,268 | -14,226 | $97,652 |
| MCKESSON CORP |
181,633 | +181,633 | $97,510 |
| MCK | 181,633 | +181,633 | $97,510 |
| MOODYS CORP |
245,360 | -956 | $96,434 |
| MCO | 245,360 | -956 | $96,434 |
| BROADCOM INC |
72,680 | -23,361 | $96,331 |
| AVGO | 72,680 | -23,361 | $96,331 |
| MARSH & MCLENNAN COS INC |
461,884 | +461,884 | $95,139 |
| MMC | 461,884 | +461,884 | $95,139 |
| CARRIER GLOBAL CORPORATION |
1,611,698 | -1,020 | $93,688 |
| CARR | 1,611,698 | -1,020 | $93,688 |
| VISA INC |
335,087 | -572 | $93,516 |
| V | 335,087 | -572 | $93,516 |
| MICROCHIP TECHNOLOGY INC. |
1,019,096 | -3,487 | $91,423 |
| MCHP | 1,019,096 | -3,487 | $91,423 |
| CORTEVA INC |
1,539,892 | +29,587 | $88,806 |
| CTVA | 1,539,892 | +29,587 | $88,806 |
| ALLEGION PLC |
649,089 | -843 | $87,439 |
| ALLE | 649,089 | -843 | $87,439 |
| UNITEDHEALTH GROUP INC |
172,553 | +28,011 | $85,362 |
| UNH | 172,553 | +28,011 | $85,362 |
| MSCI INC |
151,798 | -767 | $85,075 |
| MSCI | 151,798 | -767 | $85,075 |
| ZOETIS INC |
472,602 | -707 | $79,969 |
| ZTS | 472,602 | -707 | $79,969 |
| BROOKFIELD CORP |
23,385 | +7,107 | $978 |
| BN | 23,385 | +7,107 | $978 |
| THOMSON REUTERS CORP. |
6,181 | +1,835 | $962 |
| TRI | 6,181 | +1,835 | $962 |
| OPEN TEXT CORP |
22,177 | +9,879 | $860 |
| OTEX | 22,177 | +9,879 | $860 |
| FIRSTSERVICE CORP NEW |
5,154 | +2,093 | $853 |
| FSV | 5,154 | +2,093 | $853 |
| WASTE CONNECTIONS INC |
4,780 | +1,461 | $821 |
| WCN | 4,780 | +1,461 | $821 |
| COLLIERS INTL GROUP INC |
6,623 | +1,849 | $809 |
| CIGI | 6,623 | +1,849 | $809 |
| CANADIAN NATL RY CO |
5,924 | +1,798 | $780 |
| CNI | 5,924 | +1,798 | $780 |
See Full List: All Stocks Held By Bristol Gate Capital Partners Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Bristol Gate Capital Partners Inc.
|
Size ($ in 1000's)
At 03/31/2024: $2,129,073 At 12/31/2023: $2,004,715 Bristol Gate Capital Partners Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bristol Gate Capital Partners Inc. 13F filings. Link to 13F filings: SEC filings |
