Bares Capital Management, Inc.
Annual return '25
-24.0%
SPY '25
+17.7%
Alpha
-41.7ptsvs SPY
Invested
$3.3B
Holdings
21
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FG
F&G Annuities and Life Inc
Held since at least Q1 2024
88.3%
02
$CCAP
Crescent Cap BDC Inc
Held since at least Q1 2024
1.8%
03
$ALIT
Alight Inc
Held since at least Q1 2024
1.3%
04
$VICI
Vici Pptys Inc
Held since at least Q1 2024
0.9%
05
$TXT
Textron Inc
Held since at least Q1 2024
0.8%
06
$CHV
Chevron Corp New
Held since at least Q1 2024
0.8%
07
$UNP
Union Pac Corp
Held since at least Q1 2024
0.7%
08
$UPS
United Parcel Service Inc
Held since at least Q1 2024
0.7%
09
$PEP
Pepsico Inc
Held since at least Q1 2024
0.7%
10
$PSFE
Paysafe Limited
Held since at least Q1 2024
0.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:15 UTC.