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Portfolio (Quarterly) Guide ↗

BRIGHT ROCK CAPITAL MANAGEMENT, LLC

· CIK 0001509973
13F Portfolio $508.7B AUM 77 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 10 Added 1 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TJX TJX COS INC NEW Consumer Cyclical 70,000.0 $11.2M 2.21% -22K -24.3% $159.70 -6.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 21.3%
Financial Services 15.7%
Healthcare 13.2%
Industrials 9.9%
Communication Services 9.7%
Consumer Defensive 9.5%
Consumer Cyclical 8.9%
Energy 5.3%
Basic Materials 3.2%
Utilities 3.1%