Filed: 4/17/2025ACC: 0001067324-25-000002
๐ What this filing means
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC filed this quarterly 13FโHR report disclosing 140 equity positions with a total reported market value of $1.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
140
Positions
$1.35B
Total AUM (reported)
9.80M
Total Shares
Allocation by class
COM$1.18B87.4%
CL A$74.93M5.6%
COM CL A$30.42M2.3%
SHS$15.19M1.1%
SHORT TRM BOND$13.84M1.0%
SHRT TRM CORP BD$7.90M0.6%
COM SHS$5.56M0.4%
Portfolio Concentration
Top 3$230.25M17.1%
4โ10$331.70M24.7%
11โ25$422.60M31.4%
Rest$360.58M26.8%
Top 3 weight
17.1%
Top 10 weight
41.8%
Voting Authority Distribution
Total shares with voting rights: 9.80M
Sole
Full voting authority
9.80M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole140
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings140
Rows:
FISERV INC
SOLEShares437.50K
TypeSH
Market value$96.61M
7.18%
Sole
437.50K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares1.08M
TypeSH
Market value$70.99M
5.28%
Sole
1.08M
Shared
0.00
None
0.00
AMETEK INC
SOLEShares363.93K
TypeSH
Market value$62.65M
4.66%
Sole
363.93K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares181.27K
TypeSH
Market value$62.58M
4.65%
Sole
181.27K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares87.05K
TypeSH
Market value$51.32M
3.82%
Sole
87.05K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares162.21K
TypeSH
Market value$48.28M
3.59%
Sole
162.21K
Shared
0.00
None
0.00
APTARGROUP INC
SOLEShares307.25K
TypeSH
Market value$45.59M
3.39%
Sole
307.25K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares242.13K
TypeSH
Market value$43.82M
3.26%
Sole
242.13K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares208.31K
TypeSH
Market value$42.70M
3.17%
Sole
208.31K
Shared
0.00
None
0.00
XYLEM INC
SOLEShares313.15K
TypeSH
Market value$37.41M
2.78%
Sole
313.15K
Shared
0.00
None
0.00
GRACO INC
SOLEShares439.64K
TypeSH
Market value$36.71M
2.73%
Sole
439.64K
Shared
0.00
None
0.00
CHURCH & DWIGHT CO INC
SOLEShares292.74K
TypeSH
Market value$32.23M
2.40%
Sole
292.74K
Shared
0.00
None
0.00
ASSURANT INC
SOLEShares150.27K
TypeSH
Market value$31.52M
2.34%
Sole
150.27K
Shared
0.00
None
0.00
DONALDSON INC
SOLEShares451.19K
TypeSH
Market value$30.26M
2.25%
Sole
451.19K
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares388.92K
TypeSH
Market value$30.16M
2.24%
Sole
388.92K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares404.89K
TypeSH
Market value$29.23M
2.17%
Sole
404.89K
Shared
0.00
None
0.00
RBC BEARINGS INC
SOLEShares89.71K
TypeSH
Market value$28.87M
2.15%
Sole
89.71K
Shared
0.00
None
0.00
LANDSTAR SYS INC
SOLEShares186.97K
TypeSH
Market value$28.08M
2.09%
Sole
186.97K
Shared
0.00
None
0.00
NORDSON CORP
SOLEShares137.76K
TypeSH
Market value$27.79M
2.07%
Sole
137.76K
Shared
0.00
None
0.00
RPM INTL INC
SOLEShares240.23K
TypeSH
Market value$27.79M
2.07%
Sole
240.23K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares358.04K
TypeSH
Market value$26.74M
1.99%
Sole
358.04K
Shared
0.00
None
0.00
CSW INDUSTRIALS INC
SOLEShares90.34K
TypeSH
Market value$26.33M
1.96%
Sole
90.34K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares77.38K
TypeSH
Market value$24.94M
1.85%
Sole
77.38K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares106.98K
TypeSH
Market value$21.09M
1.57%
Sole
106.98K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares41.93K
TypeSH
Market value$20.86M
1.55%
Sole
41.93K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FISERV INCSOLE | COM | 437.50K | SH | $96.61M 7.18% | 437.50K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 1.08M | SH | $70.99M 5.28% | 1.08M | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 363.93K | SH | $62.65M 4.66% | 363.93K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 181.27K | SH | $62.58M 4.65% | 181.27K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 87.05K | SH | $51.32M 3.82% | 87.05K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 162.21K | SH | $48.28M 3.59% | 162.21K | 0.00 | 0.00 |
APTARGROUP INCSOLE | COM | 307.25K | SH | $45.59M 3.39% | 307.25K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 242.13K | SH | $43.82M 3.26% | 242.13K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 208.31K | SH | $42.70M 3.17% | 208.31K | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 313.15K | SH | $37.41M 2.78% | 313.15K | 0.00 | 0.00 |
GRACO INCSOLE | COM | 439.64K | SH | $36.71M 2.73% | 439.64K | 0.00 | 0.00 |
CHURCH & DWIGHT CO INCSOLE | COM | 292.74K | SH | $32.23M 2.40% | 292.74K | 0.00 | 0.00 |
ASSURANT INCSOLE | COM | 150.27K | SH | $31.52M 2.34% | 150.27K | 0.00 | 0.00 |
DONALDSON INCSOLE | COM | 451.19K | SH | $30.26M 2.25% | 451.19K | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 388.92K | SH | $30.16M 2.24% | 388.92K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 404.89K | SH | $29.23M 2.17% | 404.89K | 0.00 | 0.00 |
RBC BEARINGS INCSOLE | COM | 89.71K | SH | $28.87M 2.15% | 89.71K | 0.00 | 0.00 |
LANDSTAR SYS INCSOLE | COM | 186.97K | SH | $28.08M 2.09% | 186.97K | 0.00 | 0.00 |
NORDSON CORPSOLE | COM | 137.76K | SH | $27.79M 2.07% | 137.76K | 0.00 | 0.00 |
RPM INTL INCSOLE | COM | 240.23K | SH | $27.79M 2.07% | 240.23K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 358.04K | SH | $26.74M 1.99% | 358.04K | 0.00 | 0.00 |
CSW INDUSTRIALS INCSOLE | COM | 90.34K | SH | $26.33M 1.96% | 90.34K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 77.38K | SH | $24.94M 1.85% | 77.38K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 106.98K | SH | $21.09M 1.57% | 106.98K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 41.93K | SH | $20.86M 1.55% | 41.93K | 0.00 | 0.00 |
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