Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bain Capital Public Equity Management II, LLC (CIK 1768111) reported $62.1M across 3 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: FWONK ($25.5M, 41.04%), CR ($21.6M, 34.80%), PFGC ($15.0M, 24.16%), AZO ($0, 0.00%), VVV ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FWONK | LIBERTY MEDIA CORP DEL | $25.5M | 41.04% | 258,592 | Trimmed |
| 2 | CR | CRANE COMPANY | $21.6M | 34.80% | 117,124 | Trimmed |
| 3 | PFGC | PERFORMANCE FOOD GROUP CO | $15.0M | 24.16% | 166,802 | Trimmed |
| 4 | AZO | AUTOZONE INC | $0 | 0.00% | 0 | Exited |
| 5 | VVV | VALVOLINE INC | $0 | 0.00% | 0 | Exited |
| 6 | CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | Exited |
| 7 | COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | Exited |
| 8 | CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | Exited |
| 9 | FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | Exited |
| 10 | CPNG | COUPANG INC | $0 | 0.00% | 0 | Exited |
| 11 | EVR | EVERCORE INC | $0 | 0.00% | 0 | Exited |
| 12 | META | META PLATFORMS INC | $0 | 0.00% | 0 | Exited |
| 13 | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | Exited | |
| 14 | HUBB | HUBBELL INC | $0 | 0.00% | 0 | Exited |
| 15 | LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | Exited |
| 16 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
| 17 | EYE | NATIONAL VISION HLDGS INC | $0 | 0.00% | 0 | Exited |
| 18 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 19 | SAP | SAP SE | $0 | 0.00% | 0 | Exited |
| 20 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | Exited |
| 21 | NETSKOPE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-12-31