Port Capital LLC Q1 2019 Filing

Filed May 15, 2019

Portfolio Value

$764.6B

Holdings

126

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (126 positions)

#StockSharesValue% PortfolioType
101
BF/BBROWN FORMAN CORP CL B
6,707$354.0M0.05%
102
OKEONEOK INC NEW COM
4,882$341.0M0.04%
103
FDXFEDEX CORP COM
1,863$338.0M0.04%
104
MLMMARTIN MARIETTA MATLS INC COM
1,666$335.0M0.04%
105
BKBANK NEW YORK MELLON CORP COM
6,594$333.0M0.04%
106
WMBWILLIAMS COS INC DEL COM
11,224$322.0M0.04%
107
BDXBECTON DICKINSON & CO COM
1,288$322.0M0.04%
108
RDS/AROYAL DUTCH SHELL PLC SPONS AD
4,700$294.0M0.04%
109
ACWIISHARES TR MSCI ACWI ETF
4,000$289.0M0.04%
110
DUKDUKE ENERGY CORP NEW COM NEW
3,111$280.0M0.04%
111
IWDISHARES TR RUS 1000 VAL ETF
2,176$269.0M0.04%
112
AFLAFLAC INC COM
5,101$255.0M0.03%
113
PHILLIPS 66 PARTNERS LP COM UN
4,612$241.0M0.03%
114
CHTRCHARTER COMMUNICATIONS INC NEW
690$239.0M0.03%
115
MOALTRIA GROUP INC COM
4,034$232.0M0.03%
116
PSXPHILLIPS 66 COM
2,408$229.0M0.03%
117
BMIBADGER METER INC COM
4,000$223.0M0.03%
118
MPLXMPLX LP COM UNIT REP LTD
6,600$217.0M0.03%
119
HONHONEYWELL INTL INC COM
1,363$217.0M0.03%
120
TRGPTARGA RES CORP COM
5,134$213.0M0.03%
121
DBEUDBX ETF TR XTRACK MSCI EURP
7,475$212.0M0.03%
122
GHCGRAHAM HLDGS CO COM
300$205.0M0.03%
123
ACNACCENTURE PLC IRELAND SHS CLAS
1,147$202.0M0.03%
124
ETENERGY TRANSFER LP COM UT LTD
12,060$185.0M0.02%
125
0E41ENLINK MIDSTREAM LLC COM UNIT
11,788$151.0M0.02%
126
PBTPERMIAN BASIN RTY TR UNIT BEN
10,500$79.0M0.01%
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