Here’s Why Investors Favored Balchem Corp. (BCPC)
Conestoga Capital Advisors, an asset management company, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Two Sigma Advisors John Overdeck And David Siegel | 430,210 | $72,911,991 | +92% | 0.06% |
| 2. | Renaissance Technologies Jim Simons | 177,000 | $29,997,960 | +17% | 0.05% |
| 3. | Millennium Management Israel Englander | 117,334 | $19,885,766 | +41% | 0.01% |
| 4. | Harvey Partners Jeffrey Moskowitz | 114,800 | $19,456,304 | -2% | 1.55% |
| 5. | Montanaro Asset Management Charles Montanaro | 98,700 | $16,727,676 | -3% | 5% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $84.74 | 3,000 | $254,220.00 | 12,524 | 2019-08-05 | Filing | |
| $89.11 | 650 | $57,921.50 | 1,495 | 2018-11-13 | Filing | |
| $56.53 | 14,000 | $791,355.60 | 52,964 | 2014-01-15 | Filing | |
| $11.87 | 14,000 | $166,180.00 | 66,964 | 2014-01-15 | Filing | |
| $32.25 | 1,000 | $32,250.00 | 11,494 | 2012-11-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $154.15 | 2,000 | $308,290.60 | 7,989 | 2025-12-03 | Filing | |
| $153.91 | 6,000 | $923,457.60 | 9,989 | 2025-12-03 | Filing | |
| $153.80 | 1,765 | $271,463.88 | 9,446 | 2025-12-04 | Filing | |
| $153.07 | 4,235 | $648,258.65 | 11,211 | 2025-12-04 | Filing | |
| $154.44 | 1,200 | $185,328.00 | 7,391 | 2025-11-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,841,597 | $820,553,917 | 0.01% | |
| 2. | 2,193,417 | $371,740,313 | 0.01% | |
| 3. | 1,432,088 | $242,710,274 | 0% | |
| 4. | 1,423,424 | $241,241,900 | 1.6% | |
| 5. | 1,251,189 | $212,051,448 | 4.23% |