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CIK 0001903866 • 6 13F filings • May 6, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $350K | 0.1%Prev: 0.1% | 1,000 SH | Decreased |
| AFFILIATED MANAGERS GROUP IN | COM | $68K | 0.0% | 235 SH | New |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | $12.8M | 4.6%Prev: 5.4% | 87,200 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $689K | 0.2%Prev: 0.2% | 2,200 SH | Increased |
| AMAZON COM INC | COM | $23.8M | 8.5%Prev: 7.9% | 103,000 SH | Increased |
| ARES CAPITAL CORP | COM | $283K | 0.1%Prev: 0.1% | 14,000 SH | Decreased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $767K | 0.3%Prev: 0.3% | 1,525 SH | Decreased |
| BLACKSTONE INC | COM | $37.6M | 13.5%Prev: 14.5% | 244,000 SH | Decreased |
| CABLE ONE INC | COM | $22K | 0.0% | 199 SH | New |
| CASELLA WASTE SYS INC | CL A | $588K | 0.2%Prev: 0.2% | 6,000 SH | Increased |
| CNX RES CORP | COM | $56K | 0.0% | 1,525 SH | New |
| DAKTRONICS INC | COM | $7.9M | 2.8%Prev: 2.9% | 400,000 SH | Decreased |
| DANAHER CORPORATION | COM | $13.3M | 4.8%Prev: 3.9% | 58,000 SH | Increased+2,000 SH |
| DELL TECHNOLOGIES INC | CL C | $3.8M | 1.4%Prev: 1.5% | 30,000 SH | Decreased |
| DISTRIBUTION SOLUTIONS GRP I | COM | $2.4M | 0.8% | 85,899 SH | New |
| DORCHESTER MINERALS LP | COM UNIT | $740K | 0.3%Prev: 0.3% | 33,077 SH | Decreased |
| ENERGY TRANSFER L P | COM UT LTD PTN | $282K | 0.1%Prev: 0.1% | 17,080 SH | Decreased |
| ENTERPRISE PRODS PARTNERS L | COM | $449K | 0.2%Prev: 0.2% | 14,000 SH | Increased |
| EXXON MOBIL CORP | COM | $241K | 0.1%Prev: 0.1% | 2,000 SH | Increased |
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | $13.2M | 4.7%Prev: 5.6% | 1,228,237 SH | Decreased |
| GCI LIBERTY INC | COM SER C | $63K | 0.0% | 1,703 SH | New |
| GRAHAM HLDGS CO | COM CL B | $588K | 0.2%Prev: 0.2% | 535 SH | Decreased |
| HEARTLAND EXPRESS INC | COM | $24K | 0.0% | 2,620 SH | New |
| HOME DEPOT INC | COM | $215K | 0.1%Prev: 0.1% | 625 SH | Decreased |
| HONEYWELL INTL INC | COM | $8.9M | 3.2%Prev: 3.3% | 45,500 SH | Decreased |
| IAC INC | COM NEW | $126K | 0.0% | 3,230 SH | New |
| INGLES MKTS INC | CL A | $45K | 0.0% | 660 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $1.9M | 0.7%Prev: 0.7% | 9,900 SH | Increased |
| ISHARES TR | CHINA LG-CAP ETF | $230K | 0.1%Prev: 0.1% | 6,000 SH | Decreased |
| ISHARES TR | MSCI ACWI ETF | $334K | 0.1%Prev: 0.1% | 2,360 SH | Increased |
| JOHNSON OUTDOORS INC | CL A | $50K | 0.0% | 1,175 SH | New |
| JPMORGAN CHASE & CO. | COM | $483K | 0.2%Prev: 0.2% | 1,500 SH | Increased |
| KEYSIGHT TECHNOLOGIES INC | COM | $16.1M | 5.8%Prev: 4.8% | 79,200 SH | Increased |
| KIMBELL RTY PARTNERS LP | UNIT | $259K | 0.1%Prev: 0.1% | 22,000 SH | Decreased |
| LIBERTY BROADBAND CORP | COM SER C | $26K | 0.0% | 534 SH | New |
| LIBERTY GLOBAL LTD | COM CL A | $75K | 0.0% | 6,700 SH | New |
| LOEWS CORP | COM | $129K | 0.0% | 1,225 SH | New |
| MERCK & CO INC | COM | $347K | 0.1%Prev: 0.1% | 3,300 SH | Increased |
| META PLATFORMS INC | CL A | $363K | 0.1%Prev: 0.1% | 550 SH | Decreased |
| MICROSOFT CORP | COM | $508K | 0.2%Prev: 0.2% | 1,050 SH | Decreased |
| MIRUM PHARMACEUTICALS INC | COM | $9.7M | 3.5%Prev: 3.1% | 122,980 SH | Increased |
| MOHAWK INDS INC | COM | $98K | 0.0% | 900 SH | New |
| MOLSON COORS BEVERAGE CO | CL B | $82K | 0.0% | 1,755 SH | New |
| MPLX LP | COM UNIT REP LTD | $763K | 0.3%Prev: 0.2% | 14,291 SH | Increased |
| NORTH AMERN CONSTR GROUP LTD | COM | $132K | 0.0% | 9,186 SH | New |
| ORACLE CORP | COM | $228K | 0.1%Prev: 0.1% | 1,170 SH | Decreased |
| PARSONS CORP DEL | COM | $17.1M | 6.1%Prev: 4.8% | 277,300 SH | Increased+112,500 SH |
| PHILIP MORRIS INTL INC | COM | $401K | 0.1%Prev: 0.1% | 2,500 SH | Decreased |
| PHILLIPS 66 | COM | $258K | 0.1%Prev: 0.1% | 2,000 SH | Decreased |
| PLAINS GP HLDGS L P | LTD PARTNR INT A | $287K | 0.1%Prev: 0.1% | 15,000 SH | Increased |
| POST HLDGS INC | COM | $33K | 0.0% | 335 SH | New |
| PROCTER AND GAMBLE CO | COM | $115K | 0.0% | 800 SH | New |
| REPUBLIC SVCS INC | COM | $212K | 0.1%Prev: 0.1% | 1,000 SH | Decreased |
| SEABOARD CORP DEL | COM | $107K | 0.0% | 24 SH | New |
| SLB LIMITED | COM STK | $193K | 0.1% | 5,040 SH | New |
| SPDR GOLD TR | GOLD SHS | $460K | 0.2%Prev: 0.1% | 1,160 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $2.7M | 1.0%Prev: 0.9% | 4,000 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $13.0M | 4.7% | 200,000 SH | New |
| SPECTRAL AI INC | COM CL A | $1.3M | 0.5%Prev: 0.7% | 900,000 SH | Decreased |
| SPX TECHNOLOGIES INC | COM | $10.5M | 3.8%Prev: 3.4% | 52,250 SH | Increased |
| SS&C TECHNOLOGIES HLDGS INC | COM | $7.2M | 2.6%Prev: 2.5% | 81,800 SH | Decreased |
| TEXAS CAP BANCSHARES INC | COM | $15.3M | 5.5%Prev: 5.0% | 169,436 SH | Increased |
| VERTIV HOLDINGS CO | COM CL A | $47.6M | 17.1%Prev: 18.6% | 293,569 SH | Decreased-60,000 SH |
| VISA INC | COM CL A | $245K | 0.1%Prev: 0.1% | 700 SH | Increased |
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | $241K | 0.1%Prev: 0.1% | 6,100 SH | Increased |
| WHITE MTNS INS GROUP LTD | COM | $582K | 0.2%Prev: 0.2% | 280 SH | Increased |
| 13F-HR |
| 0001754960-26-000663 |
| $298.3M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000545 | $260.3M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000249 | $255.5M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000277 | $161.7M | View |