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Disclosery

Port Capital LLC: TDY position timeline

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

Port Capital LLC held 244,265 TDY 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 244,265 shares
    Change vs previous 13F -6,566 shares

    6.65% of the 13F portfolio, value $162,900,328.

    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 250,831 shares
    Change vs previous 13F +14,357 shares

    6.75% of the 13F portfolio, value $151,755,263.

    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 236,474 shares
    Change vs previous 13F +42,165 shares

    5.21% of the 13F portfolio, value $120,774,366.

    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 194,309 shares
    Change vs previous 13F +2,272 shares

    4.75% of the 13F portfolio, value $113,873,000.

    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 192,037 shares
    Change vs previous 13F -3,775 shares

    4.18% of the 13F portfolio, value $98,382,000.

    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 195,812 shares
    Change vs previous 13F -7,311 shares

    4.42% of the 13F portfolio, value $97,458,000.

    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 203,123 shares
    Change vs previous 13F +2,585 shares

    4.3% of the 13F portfolio, value $94,275,000.

    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 200,538 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $87,767,000.

    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).