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Disclosery

Port Capital LLC: SPXC position timeline

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

Port Capital LLC held 445,236 SPXC 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 445,236 shares
    Change vs previous 13F -15,053 shares

    4.46% of the 13F portfolio, value $109,158,510.

    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 460,289 shares
    Change vs previous 13F -1,335 shares

    4.09% of the 13F portfolio, value $92,030,183.

    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 461,624 shares
    Change vs previous 13F +2,415 shares

    3.98% of the 13F portfolio, value $92,352,497.

    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 459,209 shares
    Change vs previous 13F +3,598 shares

    3.57% of the 13F portfolio, value $85,771,000.

    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 455,611 shares
    Change vs previous 13F +60,075 shares

    3.25% of the 13F portfolio, value $76,397,000.

    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 395,536 shares
    Change vs previous 13F +21,285 shares

    2.31% of the 13F portfolio, value $50,937,000.

    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 374,251 shares
    Change vs previous 13F +54,367 shares

    2.49% of the 13F portfolio, value $54,461,000.

    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 319,884 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $51,009,000.

    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).