Brian Bares - Bares Capital Management 13F Activity & Position Changes (Q1 2016)
According to the SEC 13F filed on Nov 14, 2025, the Bares Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2016. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2016, the filing reported:
New Buys - Alarm.com Holdings, Inc., Box, Inc.
Increases - ANSYS, Inc., FactSet Research Systems Inc., Interactive Brokers Group, Inc., Gartner, Inc., Moody's Corporation, and 3 more
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2016
|
ALRM
Alarm.com Holdings, Inc.
|
Buy - Position Entry |
+1,809,246
|
|
Q1 2016
|
ANSS
ANSYS, Inc.
|
Buy |
+65,736
|
|
Q1 2016
|
BOX
Box, Inc.
|
Buy - Position Entry |
+3,455,748
|
|
Q1 2016
|
CRMT
America's Car-Mart, Inc.
|
Sell |
-112,224
|
|
Q1 2016
|
FAST
Fastenal Company
|
Sell |
-29,832
|
|
Q1 2016
|
FDS
FactSet Research Systems Inc.
|
Buy |
+78,814
|
|
Q1 2016
|
HEI-A
Heico Corporation
|
Sell |
-1,234,114
|
|
Q1 2016
|
IBKR
Interactive Brokers Group, Inc.
|
Buy |
+838,060
|
|
Q1 2016
|
IT
Gartner, Inc.
|
Buy |
+141,041
|
|
Q1 2016
|
MCO
Moody's Corporation
|
Buy |
+282,530
|
|
Q1 2016
|
MKL
Markel Group Inc.
|
Buy |
+579
|
|
Q1 2016
|
VRSK
Verisk Analytics, Inc.
|
Buy |
+28,837
|
|
Q1 2016
|
WAT
Waters Corporation
|
Buy |
+57,289
|