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CIK 0001568621 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $793K | 0.1%Prev: 0.1% | 2,535 SH | Increased |
| ALPHABET INC | CAP STK CL C | $21.3M | 4.0%Prev: 2.7% | 67,914 SH | Increased-295 SH |
| AMERICAN TOWER CORP NEW | COM | $19.3M | 3.6%Prev: 3.5% | 109,875 SH | Decreased-2,401 SH |
| AON PLC | SHS CL A | $37.6M | 7.0%Prev: 6.2% | 106,567 SH | Decreased-50 SH |
| APPLIED MATLS INC | COM | $40.4M | 7.5%Prev: 5.4% | 157,103 SH | Increased-5,111 SH |
| AST SPACEMOBILE INC | COM CL A | $114.2M | 21.2%Prev: 28.6% | 1,571,837 SH | Decreased-1,985,576 SH |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | $21.1M | 3.9%Prev: 3.8% | 403,356 SH | Decreased-254 SH |
| BROOKFIELD CORP | CL A LTD VT SH | $55.8M | 10.4%Prev: 9.1% | 1,214,963 SH | Increased+403,948 SH |
| BROOKFIELD WEALTH SOL LTD | CL A EXCHANGEAB | $1.1M | 0.2%Prev: 0.2% | 23,581 SH | Increased+7,860 SH |
| CARMAX INC | COM | $11.0M | 2.0%Prev: 2.2% | 285,542 SH | Decreased-14,569 SH |
| CDW CORP | COM | $17.1M | 3.2%Prev: 3.4% | 125,837 SH | Decreased-2,681 SH |
| COGENT COMMUNICATIONS HLDGS | COM NEW | $14.3M | 2.7%Prev: 4.0% | 663,700 SH | Decreased+19,670 SH |
| DANAHER CORPORATION | COM | $16.2M | 3.0%Prev: 2.3% | 70,935 SH | Increased |
| DISNEY WALT CO | COM | $4.5M | 0.8%Prev: 0.8% | 39,806 SH | Decreased-2,288 SH |
| FLOOR & DECOR HLDGS INC | CL A | $3.8M | 0.7%Prev: 0.7% | 62,000 SH | Decreased |
| HILTON WORLDWIDE HLDGS INC | COM | $18.4M | 3.4%Prev: 2.7% | 64,139 SH | Increased |
| ISHARES TR | CORE S&P TTL STK | $2.8M | 0.5% | 18,657 SH | New |
| MARKEL CORP | COM | $44.1M | 8.2%Prev: 6.4% | 20,525 SH | Increased-22 SH |
| NVR INC | COM | $20.3M | 3.8%Prev: 3.7% | 2,783 SH | Decreased-3 SH |
| OREILLY AUTOMOTIVE INC | COM | $36.4M | 6.8%Prev: 7.1% | 398,754 SH | Decreased-841 SH |
| RELX PLC | SPONSORED ADR | $1.9M | 0.4%Prev: 0.4% | 47,000 SH | Decreased |
| RH | COM | $11.4M | 2.1%Prev: 2.1% | 63,554 SH | Decreased-1,049 SH |
| SHENANDOAH TELECOMMUNICATION | COM | $10.3M | 1.9%Prev: 2.0% | 891,096 SH | Decreased-6,379 SH |
| TRANSDIGM GROUP INC | COM | $14.4M | 2.7%Prev: 2.3% | 10,801 SH | Increased |
| 13F-HR |
| 0001568621-26-000009 |
| $649.7M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001568621-25-000010 | $652.8M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001568621-26-000005 | $567.9M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001568621-25-000007 | $599.0M | View |