Balchem Corp.’s (BCPC) 8% Top-Line Growth Proves Resilience Amid Macro Risk
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Persistent Asset Partners Xin Huang | 452 | $76,365 | 0.02% | |
| 2. | Winton Capital Management David Harding | 0 | $0 | 0% | |
| 3. | NVerses Capital Jb Kim | 0 | $0 | 0% |
| 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. | 4,964,479 | $838,748,810 | 0.01% | |
| 2. | 1,281,552 | $216,518,210 | 0.01% | |
| 3. | 1,087,871 | $183,795,742 | 4% | |
| 4. | 1,050,780 | $177,529,281 | 1.16% | |
| 5. | 683,102 | $115,410,100 | 2.65% |