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Westport Asset Management Inc.

CIK:0000811454
Investment Adviser
$397M AUM
76 holdings
Southport, CT, US
Founded:1984
4 employees
Latest filing:Jun 30, 2025

Westport Asset Management Inc is an SEC-registered investment adviser based in Southport, Connecticut. Founded in 1984, the firm operates with a small, specialized team of approximately 4 employees and primarily serves high net worth individuals. It files regular holdings disclosures as an institutional investment manager and has notable experience in managing portfolios of publicly traded securities.

Investment Strategy

Westport Asset Management Inc focuses on discretionary management of publicly traded equity securities, as evidenced by its Form 13F filings. The firm typically builds diversified portfolios spanning multiple sectors, balancing growth and value opportunities. Its approach centers on fundamental research and prudent risk control, aiming to preserve and grow capital for its client base—which is predominantly high net worth individuals. Westport also participates in pooled investment vehicles and limited partnership structures as components of its investment strategy.

Top Buys
S
SNPSSynopsys Inc
+$4.3M
O
ORCLOracle Corp
+$3.0M
M
MTGMGIC Investment Corp
+$1.3M
U
UBERUber Technologies Inc
+$1.3M
U
URIUnited Rentals Inc
+$1.0M
Top Sells
W
WTWWillis Towers Watson PLC
-$2.2M
U
UHSUniversal Health Services Inc
-$439.1K
E
EOGEOG Resources Inc
-$335.6K
C
CHKPCheck Point Software Technolog
-$215.4K
E
EXPEagle Materials Inc
-$158.6K

Top Holdings

S
SNPSSynopsys Inc
+11.6%$26.1M
W
WTWWillis Towers Watson PLC
+9.4%$21.2M
M
MTGMGIC Investment Corp
+5.4%$12.2M
U
UHSUniversal Health Services Inc
+5.2%$11.8M
Z
ZBRAZebra Technologies Corp
+4.7%$10.6M

Equity Positions (71)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
S
SNPS
Synopsys Inc11.56%$26.1M51,000$67.75$512.68+$4.3M
W
WTW
Willis Towers Watson PLC9.38%$21.2M69,234$132.18$306.50-$2.2M
M
MTG
MGIC Investment Corp5.40%$12.2M439,013$11.04$27.84+$1.3M
U
UHS
Universal Health Services Inc5.21%$11.8M65,059$108.12$181.15-$439.1K
Z
ZBRA
Zebra Technologies Corp4.68%$10.6M34,335$89.88$308.36+$885.8K

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+21.9%
INSURANCE AGENTS, BROKERS & SERVICE
+9.4%
SURETY INSURANCE
+7.5%
SERVICES-GENERAL MEDICAL & SURGICAL HOSPITALS, NEC
+5.3%
GENERAL INDUSTRIAL MACHINERY & EQUIPMENT
+4.7%