Instuitional Investor - Port Capital Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Heico Corp	HEI, HEI.A	843,757	$178,007,000	8.07%
2.	Rli Corp	RLI	1,532,011	$123,066,000	5.58%
3.	Rbc Bearings Inc	RBC	352,858	$113,539,000	5.15%
4.	O Reilly Automotive Inc	ORLY	1,065,690	$101,779,000	4.61%
5.	Teledyne Technologies Inc	TDY	195,812	$97,458,000	4.42%