Conestoga Capital Advisors, LLC
•CIK: 1163744•Filing: Q4 2025
Conestoga Capital Advisors, LLC, managed by the seasoned team of John C. Hempton and Jonathan Cheesman, is known for its contrarian and event-driven investment strategy, currently managing $5.9 billion in assets across 121 positions. Recently, the fund has made notable moves by adding LCII and MIR significantly, while cutting GNRC and SSTI drastically, reflecting its focus on capitalizing on market inefficiencies and corporate events.
Total AUM
$5.9B
QoQ Performance
-4.6%
Positions
120
Top 10 Concentration
34.6%
Latest Filing
Q4 2025
Top Holdings Allocation
CWST4.6%
RBC4.4%
DSG3.7%
ROAD3.7%
CSW3.1%
BCPC3.1%
MMSI3.1%
FSV3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other99.3%
Consumer0.6%
Technology0.1%
Financial0.0%
Healthcare0.0%
Materials0.0%
Energy0.0%
🚪 Exited Positionssold since Q3 2025
—
THUNDERBIRD ENTERTAINMENT GROU
SOLD
$471.1K
+1 more exited positions
Changes from Q3 2025
NEW5 new positions
↑49 increased
↓62 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023