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Disclosery

Bristol Gate Capital Partners Inc.: AMAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bristol Gate Capital Partners Inc. on AMAT, newest first. How the timeline and the estimate are built.

Bristol Gate Capital Partners Inc. held 109,202 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,202 shares
    Change vs previous 13F -116,627 shares

    5.5% of the 13F portfolio, value $78,954,644.

    13F-HR 0001062993-26-004440 filed by Bristol Gate Capital Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 225,829 shares
    Change vs previous 13F -98,141 shares

    4.97% of the 13F portfolio, value $77,186,763.

    13F-HR 0001062993-26-002524 filed by Bristol Gate Capital Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 323,970 shares
    Change vs previous 13F -93,489 shares

    4.8% of the 13F portfolio, value $83,257,197.

    13F-HR 0001062993-26-000680 filed by Bristol Gate Capital Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 417,459 shares
    Change vs previous 13F -13,282 shares

    5.05% of the 13F portfolio, value $85,470,554.

    13F-HR 0001062993-25-016647 filed by Bristol Gate Capital Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 430,741 shares
    Change vs previous 13F -98,778 shares

    4.48% of the 13F portfolio, value $78,855,936.

    13F-HR 0001062993-25-014263 filed by Bristol Gate Capital Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 529,519 shares
    Change vs previous 13F +145,891 shares

    3.75% of the 13F portfolio, value $76,843,815.

    13F-HR 0001062993-25-008847 filed by Bristol Gate Capital Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 383,628 shares
    Change vs previous 13F +3,108 shares

    3.04% of the 13F portfolio, value $62,389,353.

    13F-HR 0001062993-25-002258 filed by Bristol Gate Capital Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 380,520 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $76,883,998.

    13F-HR 0001062993-24-018888 filed by Bristol Gate Capital Partners Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).