Spring Capital Management's Q2 2026 Portfolio Activity
Spring Capital Management, Llc made several additions and minor adjustments to its portfolio holdings in the second quarter of 2026.
As reported for the period ending June 30, 2026 (Q2), Spring Capital Management, Llc has shown active management within its investment strategy. The fund's filing indicates a mix of new positions initiated and existing holdings adjusted during this quarter.
New Acquisitions
Spring Capital notably increased its stake in several companies this quarter:
- TTD (The Trade Desk Inc), adding 13,650 shares representing a full 100% increase from the previous period.
- MKC (McCormick & Co. Inc), acquiring an additional 5,015 shares, resulting in a nearly 7.7% stake increase.
- Several other companies saw incremental increases including AAPL, ORCL, and others, though the changes were less dramatic than some new positions.
Holdings Reductions
In addition to buying shares, Spring Capital also made adjustments by reducing its holdings in certain stocks:
- MRVL (Marvell Technology Inc) saw a complete buyout of its position this quarter.
- The fund also sold shares in AAPL, though the reduction was relatively small (-1.68%) and likely part of overall portfolio rebalancing rather than a complete exit.
- Other exits or reductions were disclosed for GNRC, AME (Ametek Inc), and others, though the exact nature of these changes isn't detailed beyond the share count adjustments.
Portfolio Structure Changes
The overall portfolio structure saw shifts due to these actions. Technology remains a significant sector for Spring Capital, with holdings like AAPL, ORCL, and the newly added position in TTD contributing to its allocation. The fund also bolstered its Consumer Defensive sector with additions like MKC, alongside existing strong positions in companies such as WMT (Wal-Mart Inc).
Investment Style Insights
The changes observed suggest Spring Capital is actively managing its portfolio. The filing indicates the fund has a high number of holdings (55) and relies on diversification, as evidenced by the top 5 positions accounting for only about 31.04% of the total portfolio value (top5_weight_pct). The fund also frequently adjusts its sector allocations, reflecting a dynamic approach to investing.