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CIK 0001986196 • 6 13F filings • Apr 22, 2025 – Jul 23, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $1.3M | 1.0% | 6,000 SH | New |
| AUTOZONE INC | COM | $16.2M | 12.0%Prev: 6.5% | 3,774 SH | Increased+1,208 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $12.7M | 9.4%Prev: 8.4% | 25,298 SH | Increased+4,085 SH |
| CDW CORP | COM | $10.4M | 7.7% | 65,219 SH | New |
| CONSTELLATION BRANDS INC | CL A | $135K | 0.1% | 1,000 SH | New |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | $13.4M | 9.9%Prev: 9.1% | 59,542 SH | Increased+11,452 SH |
| HILTON WORLDWIDE HLDGS INC | COM | $11.5M | 8.5%Prev: 8.5% | 44,382 SH | Increased+12,020 SH |
| OREILLY AUTOMOTIVE INC | COM | $26.8M | 19.9%Prev: 14.0% | 248,612 SH | Increased+57,270 SH |
| PALVELLA THERAPEUTICS INC NE | COM | $5.7M | 4.3%Prev: 10.5% | 91,641 SH | Decreased+5,298 SH |
| S&P GLOBAL INC | COM | $6.4M | 4.7% | 13,126 SH | New |
| SERVICENOW INC | COM | $9.9M | 7.4% | 10,804 SH | New |
| SHERWIN WILLIAMS CO | COM | $6.0M | 4.5%Prev: 4.5% | 17,464 SH | Increased+854 SH |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $5.0M | 3.7% | 54,067 SH | New |
| VISA INC | COM CL A | $9.2M | 6.8%Prev: 9.1% | 26,959 SH | Decreased-6,291 SH |
| 13F-HR |
| 0001986196-25-000006 |
| $134.7M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001986196-26-000004 | $125.8M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001986196-25-000003 | $127.5M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001986196-26-000002 | $119.3M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001986196-25-000002 | $125.7M | View |