Fairbanks Capital Management, Inc.

CIK: 0001681372Latest portfolio: $181.0M · Q4 2025

Holdings

56

Total Value

$181.0M

New Positions

4

Closed Positions

2

#StockSharesValue% PortfolioChangeType
1
ORCLQUALCOMM INC
89,413$15.0M8.29%+67K
2
T7DTRANSDIGM GROUP INC
9,629$12.0M6.63%-552
3
AVGOBROADCOM INC
28,269$9.0M4.97%-260
4
MSFTMICROSOFT CORP
18,043$8.0M4.42%-158
5
GOOGALPHABET INC
25,412$7.0M3.87%-738
6
NXSTNEXSTAR MEDIA GROUP INC
38,049$7.0M3.87%-1,781
7
AMZNAMAZON COM INC
33,529$7.0M3.87%-174
8
TSMTAIWAN SEMICONDUCTOR MFG LTD
22,762$6.0M3.31%-275
9
MAMASTERCARD INCORPORATED
10,965$6.0M3.31%-206
10
ARLPALLIANCE RES PARTNER L P
283,941$6.0M3.31%-4,739
11
VVISA INC
16,488$5.0M2.76%-284
12
SUSUNCOR ENERGY INC NEW
118,646$5.0M2.76%-7,073
13
EFXEQUIFAX INC
18,600$4.0M2.21%+6K
14
BKNGBOOKING HOLDINGS
772$4.0M2.21%-10
15
METAFACEBOOK INC
6,684$4.0M2.21%-1,541
16
COSTCOSTCO WHSL CORP NEW
3,525$3.0M1.66%-53
17
NDAQNASDAQ STOCK MARKET INC
32,427$3.0M1.66%-390
18
IBITISHARES BITCOIN TRUST ETF
63,433$3.0M1.66%-60
19
JAZZJAZZ PHARMACEUTICALS PLC
23,419$3.0M1.66%-1,604
20
ORCLORACLE
18,575$3.0M1.66%-3,549
21
AAPLAPPLE INC
12,017$3.0M1.66%+60
22
MCOMOODY'S CORP
6,197$3.0M1.66%-78
23
INTUINTUIT INC
4,653$3.0M1.66%-20
24
CHDCHURCH & DWIGHT INC
44,703$3.0M1.66%-2,029
25
BSXBOSTON SCIENTIFIC CORP
25,470$2.0M1.10%-244

Quarterly Changes

New Positions

Closed Positions

  • GFLCLOSED
    $864.2M
  • GDCLOSED
    $202.9M

Increased Positions

NameSharesChange
ORCL89K+67K
EFX19K+6K
FISV28K+3K
UPST13K+2K
UNH8K+840
AAPL12K+60
HD2K+20
VRSN855+-548
T7D10K+-552

Decreased Positions

NameSharesChange
SU119K-7073
ARLP284K-4739
ORCL19K-3549
CHD45K-2029
AMD12K-1964
NXST38K-1781
JAZZ23K-1604
META7K-1541
GOOG25K-738
DIS4K-503

Sector Breakdown

Technology0.0% ($1.5000900080005999e+43T)
Financial Services0.0% ($6.000500030003001e+27T)
Healthcare0.0% ($30002000200.0T)
Communication Services0.0% ($70007000.4T)
Consumer Cyclical0.0% ($70004000.1T)
Energy0.0% ($600.0B)
Consumer Defensive0.0% ($300.0B)
Industrials0.0% ($4.0B)
Unknown0.0% ($12.0M)
Real Estate0.0% ($1.0M)
Basic Materials0.0% ($1.0M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$181.0M57
Q3 2025Nov 10, 2025$184.6B55
Q2 2025Aug 8, 2025$175.6B54
Q1 2025May 14, 2025$155.6B56
Q4 2024Feb 14, 2025$160.5B51

Fund Information

CIK0001681372
Most Recent FilingFeb 13, 2026
Number of Filings5

Fairbanks Capital Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $181.0M across 56 holdings. The largest position is QUALCOMM INC (ORCL), representing 8.3% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.