WESTFIELD CAPITAL MANAGEMENT CO LP Q2 2023 Filing
Filed August 11, 2023
Portfolio Value
$15.7B
Holdings
227
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (227 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | RJFRAYMOND JAMES FINL INC | 40,095 | $4.2B | 26.43% | |
| 202 | CMECME GROUP INC | 22,012 | $4.1B | 25.91% | |
| 203 | ITWILLINOIS TOOL WKS INC | 15,982 | $4.0B | 25.40% | |
| 204 | CVXCHEVRON CORP NEW | 23,792 | $3.7B | 23.78% | |
| 205 | BHPBHP GROUP LTD | 57,716 | $3.4B | 21.88% | |
| 206 | SLGNSILGAN HLDGS INC | 61,079 | $2.9B | 18.19% | |
| 207 | HEIHEICO CORP NEW | 20,130 | $2.8B | 17.98% | |
| 208 | TDYTELEDYNE TECHNOLOGIES INC | 4,882 | $2.0B | 12.75% | |
| 209 | PACKRANPAK HOLDINGS CORP | 402,200 | $1.8B | 11.54% | |
| 210 | SIMOSILICON MOTION TECHNOLOGY CO | 23,670 | $1.7B | 10.80% | |
| 211 | CAKECHEESECAKE FACTORY INC | 41,072 | $1.4B | 9.02% | |
| 212 | CSXCSX CORP | 28,590 | $974.0M | 6.19% | |
| 213 | KRTXKARUNA THERAPEUTICS INC | 4,420 | $958.0M | 6.09% | |
| 214 | WMBWILLIAMS COS INC | 23,330 | $761.0M | 4.84% | |
| 215 | AZEKAZEK CO INC | 22,510 | $681.0M | 4.33% | |
| 216 | TFCTRUIST FINL CORP | 21,720 | $659.0M | 4.19% | |
| 217 | EMEEMCOR GROUP INC | 3,540 | $654.0M | 4.16% | |
| 218 | INTUINTUIT | 1,410 | $646.0M | 4.10% | |
| 219 | COPCONOCOPHILLIPS | 6,040 | $625.0M | 3.97% | |
| 220 | BKNGBOOKING HOLDINGS INC | 210 | $567.0M | 3.60% | |
| 221 | TRNOTERRENO RLTY CORP | 8,840 | $531.0M | 3.37% | |
| 222 | AFGAMERICAN FINL GROUP INC OHIO | 4,242 | $503.0M | 3.20% | |
| 223 | EZPWEZCORP INC | 59,780 | $500.0M | 3.18% | |
| 224 | FNDFLOOR & DECOR HLDGS INC | 4,500 | $467.0M | 2.97% | |
| 225 | ODFLOLD DOMINION FREIGHT LINE IN | 1,249 | $461.0M | 2.93% | |
| 226 | NNDMNANO DIMENSION LTD | 149,070 | $430.0M | 2.73% | |
| 227 | NSANATIONAL STORAGE AFFILIATES | 7,860 | $273.0M | 1.73% |
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