DF DENT & CO INC Q3 2024 Filing

Filed November 15, 2024

Portfolio Value

$8.2B

Holdings

261

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (261 positions)

#StockSharesValue% PortfolioType
201
RPMRPM INTERNATIONAL INC
3,800$459.8M5.59%
202
WQTMWISDOMTREE TR INDIA ERNGS FD
9,000$454.1M5.52%
203
OKEONEOK INC
4,793$436.8M5.31%
204
METAMETA PLATFORMS INC CL A
747$427.6M5.20%
205
MIDDMIDDLEBY CORP
3,031$421.7M5.13%
206
BDXBECTON DICKINSON&CO
1,731$417.4M5.08%
207
RTXRTX CORP
3,400$411.9M5.01%
208
CATCATERPILLAR INC DEL COM
1,044$408.3M4.97%
209
NEOGNEOGEN CORP COM
23,717$398.7M4.85%
210
NVSNOVARTIS AG F SPONSORED ADR 1
3,465$398.5M4.85%
211
MMM3M COMPANY
2,778$379.8M4.62%
212
KGCKINROSS GOLD CORP
40,000$374.4M4.55%
213
CARRCARRIER GLOBAL ORD SHS
4,625$372.3M4.53%
214
GLDSPDR GOLD TRUST
1,500$364.6M4.43%
215
VBVANGUARD INDEX FDS SMALL CP ET
1,510$358.2M4.36%
216
SWN1EURSOUTHWESTERN ENERGY CO COM
50,000$355.5M4.32%
217
4I1PHILIP MORRIS INTL
2,921$354.6M4.31%
218
TRMBTRIMBLE INC
5,628$349.4M4.25%
219
CHICALAMOS CONV OPP AND INC FD SH
29,418$342.4M4.17%
220
VHTVANGUARD HEALTH CARE
1,204$339.8M4.13%
221
ORCLORACLE CORP
1,945$331.3M4.03%
222
W.P. CAREY INC. REIT
5,281$329.0M4.00%
223
UPSUNITED PARCEL SRVC CLASS B
2,349$320.3M3.90%
224
BPBP PLC
10,199$320.1M3.89%
225
FTNTFORTINET INC COM
3,953$306.6M3.73%
226
SOSOUTHERN COMPANY
3,356$302.7M3.68%
227
EWKISHARES MSCI EMERGING MARKETS
4,930$301.3M3.66%
228
AXPAMERICAN EXPRESS CO
1,105$299.7M3.65%
229
IYWISHARES TR U.S. TECH ETF
1,910$289.6M3.52%
230
SPYS&P DEP RECEIPTS
502$288.0M3.50%
231
XLFISPDR FUND CONSUMER DISCRE SELE
1,431$286.7M3.49%
232
PTONPELOTON INTERACTIVE INC CL A C
60,250$282.0M3.43%
233
SHBISHORE BANCSHARES, INC.
20,001$279.8M3.40%
234
AQLTISHARES CORE MSCI EAFE ETF
3,430$267.7M3.26%
235
PNWPINNACLE WEST CAP CORP
3,000$265.8M3.23%
236
EMEEMCOR GROUP INC
605$260.5M3.17%
237
PROLOGIS INC.
2,055$259.5M3.16%
238
CABOCABLE ONE INC COM
731$255.7M3.11%
239
FNVFRANCO-NEVADA MINING
2,000$248.5M3.02%
240
NSRGYNESTLE S A F SPONSORED ADR 1 A
2,450$246.6M3.00%
241
JACOBS SOLUTIONS INC COM
1,880$246.1M2.99%
242
NTRNUTRIEN LTD
5,000$240.3M2.92%
243
OREALTY INCM CRP MD PV$1.REIT
3,753$238.0M2.90%
244
GPCGENUINE PARTS CO
1,700$237.5M2.89%
245
MOALTRIA GROUP INC
4,562$232.8M2.83%
246
AQLTISHARES TR SELECT DIVID ETF
1,705$230.3M2.80%
247
LMTLOCKHEED MARTIN CORP
392$229.2M2.79%
248
VEAVANGUARD FTSE DEVELOPED MARKET
4,202$221.9M2.70%
249
THQABRDN HEALTHCARE OPPORTUNITIES
9,870$217.9M2.65%
250
XLFITECHNOLOGY SELECT SECTOR SPDR
956$215.8M2.63%
251
ALCALCON INC F
2,077$207.8M2.53%
252
KWEBKraneShares CSI China ETF
6,000$204.1M2.48%
253
CEGCONSTELLATION ENERGY CORP COM
778$202.3M2.46%
254
CVSCVS HEALTH CORP
3,215$202.2M2.46%
255
XFFCXFLAHERTY & CRUMRINE PFD SECS I
12,298$201.8M2.45%
256
3-D SYS CORP DEL COM NEW
50,012$142.0M1.73%
257
MAG SILVER CORP COM
10,000$140.4M1.71%
258
GGNGAMCO GLOBAL GOLD NAT RES & IN
19,470$83.3M1.01%
259
ORLA MINING LTD
20,000$80.0M0.97%
260
MTAMETALLA ROYALTY & STREAMING LT
25,000$77.3M0.94%
261
MERGENET SOLUTIONS INC COM
10,000$10.0M0.12%
262
NYMXFNYMOX PHARMACEUTICAL CORP COM
75,000$9.0M0.11%
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