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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 | $174.9M | 8.7%Prev: 13.8% | 986,056 SH | Decreased+121,800 SH |
| BROWN & BROWN INC | COM | $117.2M | 5.8%Prev: 5.9% | 1,056,704 SH | Increased-564,342 SH |
| COPART INC | COM | $97.3M | 4.8% | 1,982,068 SH | New |
| CREDIT ACCEP CORP MICH | COM | $200.8M | 9.9%Prev: 8.4% | 394,218 SH | Increased+36,151 SH |
| EPLUS INC | COM | $49.4M | 2.4% | 684,554 SH | New |
| HCA HEALTHCARE INC | COM | $152.9M | 7.6%Prev: 6.9% | 399,021 SH | Increased+136,776 SH |
| HEICO CORP NEW | CL A | $168.9M | 8.4%Prev: 7.2% | 652,683 SH | Increased+41,200 SH |
| KAROOOOO LTD | ORD SHS | $107.8M | 5.3%Prev: 6.1% | 2,200,668 SH | Decreased |
| META PLATFORMS INC | CL A | $518.2M | 25.6%Prev: 22.3% | 702,079 SH | Increased |
| MSCI INC | COM | $148.0M | 7.3%Prev: 7.7% | 256,611 SH | Increased |
| NETFLIX INC | COM | $183.9M | 9.1% | 137,354 SH | New |
| UNITEDHEALTH GROUP INC | COM | $102.4M | 5.1%Prev: 5.8% | 328,200 SH | Decreased-58,168 SH |
| 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 |