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CIK 0001698060 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $322.4M | 15.6%Prev: 12.2% | 1,027,356 SH | Increased |
| BROWN & BROWN INC | COM | $113.9M | 5.5%Prev: 5.0% | 1,428,677 SH | Increased+332,474 SH |
| COPART INC | COM | $61.7M | 3.0%Prev: 4.3% | 1,577,176 SH | Decreased-404,892 SH |
| CREDIT ACCEP CORP MICH | COM | $158.8M | 7.7%Prev: 8.2% | 358,067 SH | Decreased-2,164 SH |
| HCA HEALTHCARE INC | COM | $188.6M | 9.1%Prev: 8.8% | 404,070 SH | Increased-21,000 SH |
| HEICO CORP NEW | CL A | $164.8M | 8.0%Prev: 8.1% | 652,683 SH | Decreased |
| JACK IN THE BOX INC | COM | $1.5M | 0.1% | 77,387 SH | New |
| KAROOOOO LTD | ORD SHS | $100.1M | 4.9%Prev: 6.1% | 2,200,668 SH | Decreased |
| META PLATFORMS INC | CL A | $463.4M | 22.5%Prev: 25.0% | 702,079 SH | Decreased |
| MSCI INC | COM | $147.2M | 7.1%Prev: 7.1% | 256,611 SH | Increased |
| NETFLIX INC | COM | $146.7M | 7.1%Prev: 7.5% | 1,564,743 SH | Decreased+1,436,516 SH |
| UNITEDHEALTH GROUP INC | COM | $134.5M | 6.5%Prev: 6.8% | 407,468 SH | Decreased |
| WARNER BROS DISCOVERY INC | COM SER A | $58.6M | 2.8% | 2,033,100 SH | New |
| 13F-HR |
| 0001420506-26-001750 |
| $2.13B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001420506-25-002072 | $2.02B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001420506-26-001113 | $1.80B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001420506-25-001215 | $1.76B | View |