Brian Bares - Bares Capital Management 13F Activity & Position Changes (Q4 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 Dec 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 Q4 2016, the filing reported:
New Buys - Under Armour, Inc.
Increases - Alarm.com Holdings, Inc., ANSYS, Inc., Box, Inc., CoStar Group, Inc., Fastenal Company, and 6 more
Reductions - America's Car-Mart, Inc.
Complete Exits - Moody's Corporation
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 |
|---|---|---|---|
|
Q4 2016
|
ALRM
Alarm.com Holdings, Inc.
|
Buy |
+19,106
|
|
Q4 2016
|
ANSS
ANSYS, Inc.
|
Buy |
+20,314
|
|
Q4 2016
|
BOX
Box, Inc.
|
Buy |
+747,946
|
|
Q4 2016
|
CRMT
America's Car-Mart, Inc.
|
Sell |
-340,384
|
|
Q4 2016
|
CSGP
CoStar Group, Inc.
|
Buy |
+156,702
|
|
Q4 2016
|
FAST
Fastenal Company
|
Buy |
+28,500
|
|
Q4 2016
|
FDS
FactSet Research Systems Inc.
|
Buy |
+12,209
|
|
Q4 2016
|
IBKR
Interactive Brokers Group, Inc.
|
Buy |
+33,388
|
|
Q4 2016
|
IT
Gartner, Inc.
|
Buy |
+4,875
|
|
Q4 2016
|
MCO
Moody's Corporation
|
Sell - Position Exit |
-1,027,902
|
|
Q4 2016
|
MKL
Markel Group Inc.
|
Buy |
+1,956
|
|
Q4 2016
|
UA
Under Armour, Inc.
|
Buy - Position Entry |
+4,333,841
|
|
Q4 2016
|
VRSK
Verisk Analytics, Inc.
|
Buy |
+2,117
|
|
Q4 2016
|
WAT
Waters Corporation
|
Buy |
+21,543
|