Bancreek Capital Management, LP

Holdings as of 2026-06-30, filed 2026-07-27

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 27 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
15
Value reported by manager
$26.4M
Sum of our stored positions
$26.4M
should match the line above
Disclosure lag
27 d
quarter end to filing
Top 5 concentration
52.6%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

15 largest shown
IssuerClassValueSharesTypeCUSIP
MUELLER INDS INCCOM$3.2M25,857624756102
AMPHENOL CORPCL A$2.8M15,695032095101
WW GRAINGER INCCOM$2.7M1,992384802104
HUBBELL INCCOM$2.7M5,178443510607
ALPHABET INCCAP STK CL A$2.6M7,13802079K305
BROADCOM INCCOM$2.5M6,58411135F101
ARCH CAP GROUP LTDORD$2.2M22,679G0450A105
ETFLIX INC.COM$1.7M23,57964110L106
SHERWIN WILLIAMS COCOM$1.4M4,127824348106
OREILLY AUTOMOTIVE INCCOM$1.1M12,36067103H107
INTERDIGITAL INCCOM$1.1M4,00045867G101
INTERACTIVE BROKERS GROUP INCOM CL A$630K7,23845841N107
META PLATFORMS INCCL A$626.9K1,11330303M102
AUTOZONE INCCOM$626.4K196053332102
SROUTS FMRS MKT INCCOM$576.2K6,81285208M102
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-27

Bancreek Capital Management, LP — 15 positions reported for 2026Q2 — Tapewire