EdgeMarket › What Sprucegrove Investment Management Ltd reported owning
What Sprucegrove Investment Management Ltd reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
625.0MPositions
42Quarter
2026-03-31Shown below
42largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| RYAAY RYANAIR HOLDINGS PLC | 222.1M | 35.5% | 3.8M | 55.80 | -14.6% |
| CPA Copa Holdings, S.A. | 193.0M | 30.9% | 1.7M | 129.95 | +13.5% |
| unmapped CUSIP 796050888 | 91.8M | 14.7% | 32.4K | — | — |
| DCI DONALDSON Co INC | 6.2M | 1.0% | 72.6K | 93.25 | +25.5% |
| MKL MARKEL GROUP INC. | 5.9M | 0.9% | 3.1K | 1,795.62 | -8.9% |
| HSIC HENRY SCHEIN INC | 5.9M | 0.9% | 80.1K | 88.50 | +28.9% |
| CHRW C. H. ROBINSON WORLDWIDE, INC. | 5.4M | 0.9% | 32.6K | 141.63 | +17.0% |
| GILD GILEAD SCIENCES, INC. | 5.3M | 0.8% | 37.9K | 146.12 | +23.1% |
| SNA Snap-on Inc | 5.3M | 0.8% | 14.5K | 393.39 | +21.7% |
| JNJ JOHNSON & JOHNSON | 5.1M | 0.8% | 20.8K | 270.24 | +51.1% |
| WFC WELLS FARGO & COMPANY/MN | 5.0M | 0.8% | 62.5K | 83.84 | +7.3% |
| XOM ExxonMobil Holdings Corp | 4.8M | 0.8% | 28.4K | 165.11 | +52.1% |
| GOOGL Alphabet Inc. | 4.7M | 0.7% | 16.3K | 344.82 | +73.0% |
| DIS Walt Disney Co | 4.7M | 0.7% | 48.5K | 107.78 | -7.9% |
| CFR CULLEN/FROST BANKERS, INC. | 4.5M | 0.7% | 32.7K | 164.19 | +29.8% |
| unmapped CUSIP 115637209 | 4.4M | 0.7% | 165.2K | — | — |
| unmapped CUSIP 084670702 | 4.3M | 0.7% | 9.0K | — | — |
| DG DOLLAR GENERAL CORP | 4.3M | 0.7% | 36.0K | 123.41 | +7.5% |
| TROW PRICE T ROWE GROUP INC | 4.2M | 0.7% | 46.9K | 111.51 | +5.4% |
| GNTX GENTEX CORP | 4.1M | 0.7% | 188.7K | 23.64 | -13.6% |
| QCOM QUALCOMM INC/DE | 4.0M | 0.6% | 31.3K | 160.75 | +3.4% |
| AXP AMERICAN EXPRESS CO | 3.3M | 0.5% | 11.0K | 336.00 | +8.9% |
| ACN Accenture plc | 3.3M | 0.5% | 16.4K | 185.28 | -27.4% |
| EXP EAGLE MATERIALS INC | 3.2M | 0.5% | 16.8K | 207.03 | -8.5% |
| SBKFF State Bank Of India Global Depositary Shares R | 3.1M | 0.5% | 29.6K | — | — |
| TTC TORO CO | 2.9M | 0.5% | 30.8K | 99.44 | +30.8% |
| XPEL XPEL, Inc. | 2.9M | 0.5% | 64.8K | 51.34 | +39.0% |
| META Meta Platforms, Inc. | 2.7M | 0.4% | 4.7K | 549.90 | -26.5% |
| NKE NIKE, Inc. | 2.7M | 0.4% | 50.2K | 40.76 | -46.6% |
| BDX BECTON DICKINSON & CO | 2.5M | 0.4% | 15.6K | 192.00 | -3.6% |
| MSFT MICROSOFT CORP | 1.5M | 0.2% | 4.2K | 483.24 | -4.4% |
| WAT WATERS CORP /DE/ | 656.4K | 0.1% | 2.2K | 410.70 | +38.4% |
| LFUS LITTELFUSE INC /DE | 237.5K | 0.0% | 700 | 412.26 | +65.4% |
| BOKF BOK FINANCIAL CORP | 179.3K | 0.0% | 1.4K | 140.47 | +33.0% |
| CGNX COGNEX CORP | 156.8K | 0.0% | 3.2K | 60.54 | +41.7% |
| WAFD WAFD INC | 131.9K | 0.0% | 4.2K | 36.38 | +18.6% |
| AYI ACUITY INC. (DE) | 131.7K | 0.0% | 470 | 343.10 | +9.3% |
| MSM MSC INDUSTRIAL DIRECT CO INC | 129.2K | 0.0% | 1.4K | 119.81 | +36.7% |
| LSTR LANDSTAR SYSTEM INC | 128.2K | 0.0% | 800 | 186.58 | +44.6% |
| AX Axos Financial, Inc. | 119.1K | 0.0% | 1.4K | 96.66 | +11.6% |
| SSD Simpson Manufacturing Co., Inc. | 85.8K | 0.0% | 500 | 188.77 | +0.2% |
| GGG GRACO INC | 76.2K | 0.0% | 900 | 80.64 | -5.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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