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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 | $250.2M | 12.2%Prev: 14.3% | 1,027,356 SH | Decreased+163,100 SH |
| BROWN & BROWN INC | COM | $102.8M | 5.0%Prev: 5.4% | 1,096,203 SH | Decreased-683,843 SH |
| COPART INC | COM | $89.1M | 4.3% | 1,982,068 SH | New |
| CREDIT ACCEP CORP MICH | COM | $168.2M | 8.2%Prev: 10.7% | 360,231 SH | Decreased+2,164 SH |
| EPLUS INC | COM | $19.7M | 1.0% | 278,072 SH | New |
| HCA HEALTHCARE INC | COM | $181.2M | 8.8%Prev: 9.2% | 425,070 SH | Decreased-76,975 SH |
| HEICO CORP NEW | CL A | $165.8M | 8.1%Prev: 7.4% | 652,683 SH | Increased+37,500 SH |
| KAROOOOO LTD | ORD SHS | $125.7M | 6.1%Prev: 5.3% | 2,200,668 SH | Increased-87,000 SH |
| META PLATFORMS INC | CL A | $515.6M | 25.0%Prev: 18.6% | 702,079 SH | Increased-830 SH |
| MSCI INC | COM | $145.6M | 7.1%Prev: 6.8% | 256,611 SH | Increased-1,600 SH |
| NETFLIX INC | COM | $153.7M | 7.5% | 128,227 SH | New |
| UNITEDHEALTH GROUP INC | COM | $140.7M | 6.8%Prev: 7.5% | 407,468 SH | Decreased+21,100 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 |