Df Dent & CO Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $7.21 Billion distributed in 251 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $274M, Trans Digm Group Inc with a value of $252M, Vulcan Materials CO with a value of $229M, Waste Connections, Inc. with a value of $228M, and Ecolab Inc. with a value of $221M.

Examining the 13F form we can see an increase of $314M in the current position value, from $6.89B to 7.21B.

Df Dent & CO Inc is based out at Baltimore, MD

Below you can find more details about Df Dent & CO Inc portfolio as well as his latest detailed transactions.

Portfolio value $7.21 Billion
Technology: $1.77 Billion
Financial Services: $1.35 Billion
Industrials: $1.26 Billion
Healthcare: $1.09 Billion
Basic Materials: $565 Million
Consumer Cyclical: $483 Million
Real Estate: $386 Million
Communication Services: $198 Million
Other: $105 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 251
  • Current Value $7.21 Billion
  • Prior Value $6.89 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 110 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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