Brian Bares - Bares Capital Management 13F Activity & Position Changes (Q2 2013)
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 Jun 30, 2013. 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 Q2 2013, the filing reported:
New Buys - American Public Education, Inc., Brookfield Asset Management Ltd., SPDR Bloomberg International Tr, ConAgra Brands, Inc., Choice Hotels International, In, and 29 more
Increases - None reported
Reductions - None reported
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 |
|---|---|---|---|
|
Q2 2013
|
APEI
American Public Education, Inc.
|
Buy - Position Entry |
+2,696,956
|
|
Q2 2013
|
BAM
Brookfield Asset Management Ltd.
|
Buy - Position Entry |
+47,215
|
|
Q2 2013
|
BWX
SPDR Bloomberg International Tr
|
Buy - Position Entry |
+16,930
|
|
Q2 2013
|
CAG
ConAgra Brands, Inc.
|
Buy - Position Entry |
+10,000
|
|
Q2 2013
|
CHH
Choice Hotels International, In
|
Buy - Position Entry |
+10,000
|
|
Q2 2013
|
COP
ConocoPhillips
|
Buy - Position Entry |
+30,000
|
|
Q2 2013
|
CSWC
Capital Southwest Corporation
|
Buy - Position Entry |
+7,889
|
|
Q2 2013
|
EMR
Emerson Electric Company
|
Buy - Position Entry |
+7,711
|
|
Q2 2013
|
EXPD
Expeditors International of Was
|
Buy - Position Entry |
+28,415
|
|
Q2 2013
|
G9618E107
White Mountains
|
Buy - Position Entry |
+1,438
|
|
Q2 2013
|
HEI-A
Heico Corporation
|
Buy - Position Entry |
+843,840
|
|
Q2 2013
|
MASI
Masimo Corporation
|
Buy - Position Entry |
+3,037,471
|
|
Q2 2013
|
MIDD
The Middleby Corporation
|
Buy - Position Entry |
+349,637
|
|
Q2 2013
|
MORN
Morningstar, Inc.
|
Buy - Position Entry |
+175,687
|
|
Q2 2013
|
MSFT
Microsoft Corporation
|
Buy - Position Entry |
+23,944
|
|
Q2 2013
|
NNN
NNN REIT, Inc.
|
Buy - Position Entry |
+14,000
|
|
Q2 2013
|
OFLX
Omega Flex, Inc.
|
Buy - Position Entry |
+547,009
|
|
Q2 2013
|
OXY
Occidental Petroleum Corporatio
|
Buy - Position Entry |
+12,000
|
|
Q2 2013
|
PFE
Pfizer, Inc.
|
Buy - Position Entry |
+16,579
|
|
Q2 2013
|
POST
Post Holdings, Inc.
|
Buy - Position Entry |
+627,519
|
|
Q2 2013
|
PSX
Phillips 66
|
Buy - Position Entry |
+15,000
|
|
Q2 2013
|
TLF
Tandy Leather Factory, Inc.
|
Buy - Position Entry |
+1,632,863
|
|
Q2 2013
|
UGI
UGI Corporation
|
Buy - Position Entry |
+6,075
|
|
Q2 2013
|
UTMD
Utah Medical Products, Inc.
|
Buy - Position Entry |
+422,415
|
|
Q2 2013
|
VCSH
Vanguard Short-Term Corporate B
|
Buy - Position Entry |
+12,824
|
|
Q2 2013
|
VGK
Vanguard FTSEEuropean ETF
|
Buy - Position Entry |
+13,917
|
|
Q2 2013
|
VMBS
Vanguard Mortgage-Backed Securi
|
Buy - Position Entry |
+7,506
|
|
Q2 2013
|
VTV
Vanguard Value ETF
|
Buy - Position Entry |
+13,754
|
|
Q2 2013
|
VWO
Vanguard FTSE Emerging Markets
|
Buy - Position Entry |
+25,265
|
|
Q2 2013
|
WINA
Winmark Corporation
|
Buy - Position Entry |
+836,300
|
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