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Port Capital LLC

CIK:0001729212
Investment Adviser
$2B AUM
85 holdings
Chicago, IL, US
Founded:2015
12 employees
Latest filing:Jun 30, 2025

Port Capital LLC is a Chicago-based SEC-registered investment adviser founded in 2015. The firm manages public equity portfolios with approximately $2.4 billion in assets under management as of mid-2025. Port Capital primarily serves institutional investors and high-net-worth individuals, focusing on concentrated positions in US-listed equities. The firm is known for its research-driven approach and disciplined portfolio management, and is incorporated in Delaware. Exact employee count is not publicly disclosed, but it is likely a small team typical for boutique investment managers.

Investment Strategy

Port Capital LLC utilizes a fundamental, research-driven investment strategy focusing on a concentrated portfolio of US-listed public equities. The firm seeks to identify undervalued businesses with strong competitive positions, sustainable cash flow generation, and management teams aligned with shareholder interests. Its portfolio reflects high conviction holdings and a long-term investment horizon, evidenced by sizable positions in industrials, financials, and select technology companies. Port Capital actively manages risk and reallocates capital in response to evolving market dynamics, with net buying and selling activity based on ongoing research and portfolio review.

Top Buys
H
HEI-AHEICO CORP NEW
+$42.2M
A
APHAMPHENOL CORP NEW
+$31.9M
R
RBCRBC BEARINGS INC
+$26.7M
S
SPXCSPX TECHNOLOGIES INC
+$25.5M
P
PHPARKER-HANNIFIN CORP
+$17.3M
Top Sells
F
FIFISERV INC
-$15.4M
O
ORLYOREILLY AUTOMOTIVE INC
-$14.3M
R
RLIRLI CORP
-$11.6M
U
UNHUNITEDHEALTH GROUP INC
-$11.2M
C
CPRTCOPART INC
-$10.2M

Top Holdings

H
HEI-AHEICO CORP NEW
+9.4%$220.2M
R
RBCRBC BEARINGS INC
+6.0%$140.3M
A
APHAMPHENOL CORP NEW
+4.9%$115.7M
R
RLIRLI CORP
+4.7%$111.5M
T
TDYTELEDYNE TECHNOLOGIES INC
+4.2%$98.4M

Equity Positions (84)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
H
HEI-A
HEICO CORP NEW9.36%$220.2M850,987$83.27$258.75+$42.2M
R
RBC
RBC BEARINGS INC5.97%$140.3M364,548$167.29$384.80+$26.7M
A
APH
AMPHENOL CORP NEW4.92%$115.7M1,171,767$24.03$98.75+$31.9M
R
RLI
RLI CORP4.74%$111.5M1,543,986$46.16$72.22-$11.6M
T
TDY
TELEDYNE TECHNOLOGIES INC4.18%$98.4M192,037$329.53$512.31+$924.0K

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+14.0%
AIRCRAFT ENGINES & ENGINE PARTS
+9.4%
SERVICES-BUSINESS SERVICES, NEC
+6.8%
BALL & ROLLER BEARINGS
+6.0%
INDUSTRIAL INSTRUMENTS FOR MEASUREMENT, DISPLAY, AND CONTROL
+5.5%