Filed: 7/18/2025ACC: 0001067324-25-000005
📋 What this filing means
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC filed this quarterly 13F‑HR report disclosing 139 equity positions with a total reported market value of $1.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
139
Positions
$1.38B
Total AUM (reported)
9.84M
Total Shares
Allocation by class
COM$1.16B84.2%
CL A$98.77M7.2%
COM CL A$51.93M3.8%
SHS$20.48M1.5%
SHORT TRM BOND$13.70M1.0%
SHRT TRM CORP BD$7.56M0.5%
COM SHS$5.59M0.4%
Portfolio Concentration
Top 3$232.60M16.9%
4–10$336.83M24.4%
11–25$455.54M33.0%
Rest$353.51M25.6%
Top 3 weight
16.9%
Top 10 weight
41.3%
Voting Authority Distribution
Total shares with voting rights: 9.84M
Sole
Full voting authority
9.84M
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)
Sole139
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings139
Rows:
AMPHENOL CORP NEW
SOLEShares960.85K
TypeSH
Market value$94.88M
6.88%
Sole
960.85K
Shared
0.00
None
0.00
FISERV INC
SOLEShares425.41K
TypeSH
Market value$73.35M
5.32%
Sole
425.41K
Shared
0.00
None
0.00
AMETEK INC
SOLEShares355.71K
TypeSH
Market value$64.37M
4.67%
Sole
355.71K
Shared
0.00
None
0.00
GALLAGHER ARTHUR J & CO
SOLEShares175.98K
TypeSH
Market value$56.33M
4.09%
Sole
175.98K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares397.68K
TypeSH
Market value$51.07M
3.70%
Sole
397.68K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares158.94K
TypeSH
Market value$49.51M
3.59%
Sole
158.94K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares86.23K
TypeSH
Market value$48.88M
3.55%
Sole
86.23K
Shared
0.00
None
0.00
APTARGROUP INC
SOLEShares303.04K
TypeSH
Market value$47.41M
3.44%
Sole
303.04K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares241.34K
TypeSH
Market value$42.37M
3.07%
Sole
241.34K
Shared
0.00
None
0.00
COMFORT SYS USA INC
SOLEShares76.96K
TypeSH
Market value$41.27M
2.99%
Sole
76.96K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares203.94K
TypeSH
Market value$40.29M
2.92%
Sole
203.94K
Shared
0.00
None
0.00
XYLEM INC
SOLEShares310.92K
TypeSH
Market value$40.22M
2.92%
Sole
310.92K
Shared
0.00
None
0.00
GRACO INC
SOLEShares436.04K
TypeSH
Market value$37.49M
2.72%
Sole
436.04K
Shared
0.00
None
0.00
RBC BEARINGS INC
SOLEShares89.65K
TypeSH
Market value$34.50M
2.50%
Sole
89.65K
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares765.90K
TypeSH
Market value$32.17M
2.33%
Sole
765.90K
Shared
0.00
None
0.00
ASSURANT INC
SOLEShares151.56K
TypeSH
Market value$29.93M
2.17%
Sole
151.56K
Shared
0.00
None
0.00
DONALDSON INC
SOLEShares427.20K
TypeSH
Market value$29.63M
2.15%
Sole
427.20K
Shared
0.00
None
0.00
NORDSON CORP
SOLEShares136.73K
TypeSH
Market value$29.31M
2.13%
Sole
136.73K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares349.77K
TypeSH
Market value$28.47M
2.07%
Sole
349.77K
Shared
0.00
None
0.00
CHURCH & DWIGHT CO INC
SOLEShares285.51K
TypeSH
Market value$27.44M
1.99%
Sole
285.51K
Shared
0.00
None
0.00
RPM INTL INC
SOLEShares239.20K
TypeSH
Market value$26.27M
1.91%
Sole
239.20K
Shared
0.00
None
0.00
CSW INDUSTRIALS INC
SOLEShares90.34K
TypeSH
Market value$25.91M
1.88%
Sole
90.34K
Shared
0.00
None
0.00
LANDSTAR SYS INC
SOLEShares180.01K
TypeSH
Market value$25.03M
1.82%
Sole
180.01K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares107.01K
TypeSH
Market value$24.74M
1.79%
Sole
107.01K
Shared
0.00
None
0.00
UFP TECHNOLOGIES INC
SOLEShares98.91K
TypeSH
Market value$24.15M
1.75%
Sole
98.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMPHENOL CORP NEWSOLE | CL A | 960.85K | SH | $94.88M 6.88% | 960.85K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 425.41K | SH | $73.35M 5.32% | 425.41K | 0.00 | 0.00 |
AMETEK INCSOLE | COM | 355.71K | SH | $64.37M 4.67% | 355.71K | 0.00 | 0.00 |
GALLAGHER ARTHUR J & COSOLE | COM | 175.98K | SH | $56.33M 4.09% | 175.98K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 397.68K | SH | $51.07M 3.70% | 397.68K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 158.94K | SH | $49.51M 3.59% | 158.94K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 86.23K | SH | $48.88M 3.55% | 86.23K | 0.00 | 0.00 |
APTARGROUP INCSOLE | COM | 303.04K | SH | $47.41M 3.44% | 303.04K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 241.34K | SH | $42.37M 3.07% | 241.34K | 0.00 | 0.00 |
COMFORT SYS USA INCSOLE | COM | 76.96K | SH | $41.27M 2.99% | 76.96K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 203.94K | SH | $40.29M 2.92% | 203.94K | 0.00 | 0.00 |
XYLEM INCSOLE | COM | 310.92K | SH | $40.22M 2.92% | 310.92K | 0.00 | 0.00 |
GRACO INCSOLE | COM | 436.04K | SH | $37.49M 2.72% | 436.04K | 0.00 | 0.00 |
RBC BEARINGS INCSOLE | COM | 89.65K | SH | $34.50M 2.50% | 89.65K | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 765.90K | SH | $32.17M 2.33% | 765.90K | 0.00 | 0.00 |
ASSURANT INCSOLE | COM | 151.56K | SH | $29.93M 2.17% | 151.56K | 0.00 | 0.00 |
DONALDSON INCSOLE | COM | 427.20K | SH | $29.63M 2.15% | 427.20K | 0.00 | 0.00 |
NORDSON CORPSOLE | COM | 136.73K | SH | $29.31M 2.13% | 136.73K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 349.77K | SH | $28.47M 2.07% | 349.77K | 0.00 | 0.00 |
CHURCH & DWIGHT CO INCSOLE | COM | 285.51K | SH | $27.44M 1.99% | 285.51K | 0.00 | 0.00 |
RPM INTL INCSOLE | COM | 239.20K | SH | $26.27M 1.91% | 239.20K | 0.00 | 0.00 |
CSW INDUSTRIALS INCSOLE | COM | 90.34K | SH | $25.91M 1.88% | 90.34K | 0.00 | 0.00 |
LANDSTAR SYS INCSOLE | COM | 180.01K | SH | $25.03M 1.82% | 180.01K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 107.01K | SH | $24.74M 1.79% | 107.01K | 0.00 | 0.00 |
UFP TECHNOLOGIES INCSOLE | COM | 98.91K | SH | $24.15M 1.75% | 98.91K | 0.00 | 0.00 |
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