BRIGHT ROCK CAPITAL MANAGEMENT, LLC

HTTP://WWW.BRIGHTROCKCAP.COM HANOVER, MA Investment Advisor How do I update this listing?

Bright Rock Capital Management is based out of Hanover. Bright Rock Capital Management is a registered investment advisory firm with 2 clients and discretionary assets under management (AUM) of $268,000,000 (Form ADV from 2019-03-11). Their last reported 13F filing for Q2 2019 included $313,153,000 in managed 13F securities and a top 10 holdings concentration of 27.65%. Bright Rock Capital Management's largest holding is Wells Fargo & Co. (Northwest Bancorporation) with shares held of 208,215. Bright Rock Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 35 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $313.153 Million
  • Prior Market Value $299.045 Million
  • New Purchases2 stocks
  • Additional Purchases11 stocks
  • Sold out of4 stocks
  • Reduced holdings in16 stocks
  • Top 10 Holdings % 27.65 %
  • Turnover % [1]:8.11%
  • Turnover Alt % [2]: 8.98 %
  • Time Held Top20:8.60 quarters
  • Time Held Top10:5.80 quarters
  • Time Held All:16.53 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 3.64%
Performance Last 4 Quarters: 14.52%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BRIGHT ROCK CAPITAL MANAGEMENT LLC
288 UNION STREET
ROCKLAND MA    02370
Country: United States

Business Phone: 781-982-6593
Fax: 508-732-7783
Professional Investment Advisor Data
SEC Registration as : Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 2
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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BRIGHT ROCK CAPITAL MANAGEMENT LLC

ownership team - last updated 2019-03-11
Name Title Start Date Direct/Indirect % Ownership
ROCKLAND TRUST CO. MEMBER 12/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRIGHT ROCK CAPITAL MANAGEMENT LLC PARENT COMPANY indirect 1985-12-01
BRIGHT ROCK CAPITAL MANAGEMENT LLC MEMBER direct 2009-12-01
BRIGHT ROCK CAPITAL MANAGEMENT LLC PARENT COMPANY direct 2009-12-01
BUTLER, DOUGLAS, STEVEN SR. RESEARCH ANALYST 12/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIGHT ROCK CAPITAL MANAGEMENT LLC SR. RESEARCH ANALYST direct 2009-12-01
SMITH, DAVID, BYRON CHIEF INVESTMENT OFFICER 12/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
MELLON GROWTH ADVISORS LLC COO AND SECRETARY indirect 2002-03-01
BRIGHT ROCK CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER direct 2009-12-01
O'LEARY, GARTH, ANDREW CHIEF COMPLIANCE OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIGHT ROCK CAPITAL MANAGEMENT LLC AVP direct 2011-04-01
BRIGHT ROCK CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2017-05-01
INDEPENDENT BANK CORP. PARENT COMPANY ROCKLAND TRUST 12/01/1985 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BRIGHT ROCK CAPITAL MANAGEMENT LLC PARENT COMPANY indirect 1985-12-01
BRIGHT ROCK CAPITAL MANAGEMENT LLC MEMBER direct 2009-12-01
BRIGHT ROCK CAPITAL MANAGEMENT LLC PARENT COMPANY direct 2009-12-01

BRIGHT ROCK CAPITAL MANAGEMENT LLC

ownership team - last updated 2017-10-03
Name Title Start Date Direct/Indirect % Ownership
ROCKLAND TRUST CO. MEMBER 12/01/2009 Direct 75% or more
Fund Name Position direct/indirect start date end date
BRIGHT ROCK CAPITAL MANAGEMENT LLC PARENT COMPANY indirect 1985-12-01
BRIGHT ROCK CAPITAL MANAGEMENT LLC MEMBER direct 2009-12-01
BRIGHT ROCK CAPITAL MANAGEMENT LLC PARENT COMPANY direct 2009-12-01
BUTLER, DOUGLAS, STEVEN SR. RESEARCH ANALYST 12/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIGHT ROCK CAPITAL MANAGEMENT LLC SR. RESEARCH ANALYST direct 2009-12-01
SMITH, DAVID, BYRON CHIEF INVESTMENT OFFICER 12/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
MELLON GROWTH ADVISORS LLC COO AND SECRETARY indirect 2002-03-01
BRIGHT ROCK CAPITAL MANAGEMENT LLC CHIEF INVESTMENT OFFICER direct 2009-12-01
O'LEARY, GARTH, ANDREW CHIEF COMPLIANCE OFFICER 05/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIGHT ROCK CAPITAL MANAGEMENT LLC AVP direct 2011-04-01
BRIGHT ROCK CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER direct 2017-05-01
DEGRANDPRE, DIANE, R TRADER 08/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIGHT ROCK CAPITAL MANAGEMENT LLC TRADER direct 2010-08-01
RENAULD, TROY RESEARCH ASSOCIATE 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BRIGHT ROCK CAPITAL MANAGEMENT LLC RESEARCH ASSOCIATE direct 2014-06-01
INDEPENDENT BANK CORP. PARENT COMPANY ROCKLAND TRUST 12/01/1985 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BRIGHT ROCK CAPITAL MANAGEMENT LLC PARENT COMPANY indirect 1985-12-01
BRIGHT ROCK CAPITAL MANAGEMENT LLC MEMBER direct 2009-12-01
BRIGHT ROCK CAPITAL MANAGEMENT LLC PARENT COMPANY direct 2009-12-01

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