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Size ($ in 1000's)
At 12/31/2023: $122,153
At 09/30/2023: $0
BDL Capital Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BDL Capital Management 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the BDL Capital Management top holdings by largest position size, as per the latest 13f filing made by BDL Capital Management.
In the BDL Capital Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by BDL Capital Management in that top holding, then the share count change between reporting periods, and finally the BDL Capital Management top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| DOLE PLC |
5,764,931 |
+5,764,931 |
$77,942 | | DOLE | 5,764,931 | +5,764,931 | $77,942 | | ALPHABET INC |
52,235 |
+52,235 |
$7,297 | | GOOGL | 52,235 | +52,235 | $7,297 | | ARISTA NETWORKS INC |
22,759 |
+22,759 |
$5,360 | | ANET | 22,759 | +22,759 | $5,360 | | PENTAIR PLC |
63,554 |
+63,554 |
$4,621 | | PNR | 63,554 | +63,554 | $4,621 | | PALO ALTO NETWORKS INC |
15,100 |
+15,100 |
$4,453 | | PANW | 15,100 | +15,100 | $4,453 | | QIAGEN NV |
88,833 |
+88,833 |
$3,988 | | QGEN | 88,833 | +88,833 | $3,988 | | ALCON AG |
47,600 |
+47,600 |
$3,943 | | ALC | 47,600 | +47,600 | $3,943 | | CNH INDL N V |
266,607 |
+266,607 |
$3,247 | | CNHI | 266,607 | +266,607 | $3,247 | | FIRST SOLAR INC |
14,065 |
+14,065 |
$2,674 | | FSLR | 14,065 | +14,065 | $2,674 | | DARLING INGREDIENTS INC |
53,603 |
+53,603 |
$2,672 | | DAR | 53,603 | +53,603 | $2,672 | | ARRAY TECHNOLOGIES INC |
133,200 |
+133,200 |
$2,238 | | ARRY | 133,200 | +133,200 | $2,238 | | GOLDEN OCEAN GROUP LTD |
95,293 |
+95,293 |
$930 | | GOGL | 95,293 | +95,293 | $930 | | STELLANTIS N.V |
39,804 |
+39,804 |
$928 | | STLA | 39,804 | +39,804 | $928 | | FRONTLINE PLC |
42,033 |
+42,033 |
$843 | | FRO | 42,033 | +42,033 | $843 | | FERRARI NV |
1,745 |
+1,745 |
$570 | | RACE | 1,745 | +1,745 | $570 | | TORM PLC |
9,186 |
+9,186 |
$279 | | TRMD | 9,186 | +9,186 | $279 |
See Full List: All Stocks Held By BDL Capital Management
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By BDL Capital Management
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