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Portfolio (Quarterly) Guide ↗

Bancreek Capital Management, LP

· CIK 0001852042
13F Portfolio $26M AUM 15 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 1 Added 6 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ACGL ARCH CAP GROUP LTD Financial Services 22,679.0 $2.2M 8.33% +6K +38.6% $97.06 +2.3%

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
Industrials 32.5%
Technology 24.2%
Communication Services 18.4%
Financial Services 10.7%
Consumer Cyclical 6.7%
Basic Materials 5.4%
Consumer Defensive 2.2%