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Disclosery

Port Capital LLC: APH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Port Capital LLC on APH, newest first. How the timeline and the estimate are built.

Port Capital LLC held 743,744 APH 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 743,744 shares
    Change vs previous 13F -68,860 shares

    5.35% of the 13F portfolio, value $131,136,942.

    13F-HR 0001104659-26-097336 filed by Port Capital LLC
    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 812,604 shares
    Change vs previous 13F -116,074 shares

    4.57% of the 13F portfolio, value $102,672,515.

    13F-HR 0001104659-26-062522 filed by Port Capital LLC
    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 928,678 shares
    Change vs previous 13F -150,071 shares

    5.41% of the 13F portfolio, value $125,501,545.

    13F-HR 0001104659-26-016441 filed by Port Capital LLC
    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 1,078,749 shares
    Change vs previous 13F -93,018 shares

    5.56% of the 13F portfolio, value $133,495,000.

    13F-HR 0001104659-25-112411 filed by Port Capital LLC
    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 1,171,767 shares
    Change vs previous 13F -105,590 shares

    4.92% of the 13F portfolio, value $115,712,000.

    13F-HR 0001104659-25-078671 filed by Port Capital LLC
    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 1,277,357 shares
    Change vs previous 13F -101,420 shares

    3.8% of the 13F portfolio, value $83,782,000.

    13F-HR 0001104659-25-049491 filed by Port Capital LLC
    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 1,378,777 shares
    Change vs previous 13F +6,297 shares

    4.37% of the 13F portfolio, value $95,756,000.

    13F-HR 0001104659-25-014092 filed by Port Capital LLC
    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 1,372,480 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $89,431,000.

    13F-HR 0001104659-24-118811 filed by Port Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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