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3 articles found
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The Motley FoolThe Motley Fool··Jake Lerch

Conestoga Capital Dumps $45.7M in SPS Commerce Stock, Signals Confidence Retreat

Investment manager Conestoga Capital sold $45.7M of SPS Commerce shares in Q1 2026, nearly exiting position as stock plunges 59.8% annually.
RBCSPSCWCNvaluationAI investment
The Motley FoolThe Motley Fool··Seena Hassouna

Carmel Capital Turbocharges Portfolio With $5.87M Garrett Motion Bet

Carmel Capital acquired $5.87M of Garrett Motion shares in Q1 2026, establishing a 1.6% position. The investment complements its automotive supply chain strategy as GTX stock surges 129% annually.
AVGOVSTRTXASMLAMAT+4portfolio diversification13F filing
The Motley FoolThe Motley Fool··Josh Kohn-Lindquist

Port Capital Raises Atmus Filtration Bet to $22M as AI Boom Fuels Expansion

Port Capital increases Atmus Filtration stake by $21.6M following Koch Filter acquisition, signaling conviction in AI-driven data center and power generation growth markets.
APHTDYATMUHEIHEI.A+2data centersrecurring revenue