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CIK 0001636441 • 5 13F filings • May 15, 2025 – May 15, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BBB FOODS INC | CL A COM | $1.7M | 2.5%Prev: 2.0% | 51,700 SH | Decreased-20,100 SH |
| BLACKROCK INC | COM | $13.5M | 19.6%Prev: 21.0% | 12,633 SH | Decreased-4,910 SH |
| BP PLC | SPONSORED ADR | $2.5M | 3.6%Prev: 3.5% | 70,776 SH | Decreased-27,400 SH |
| CANADIAN NAT RES LTD | COM | $2.1M | 3.0%Prev: 2.8% | 61,874 SH | Decreased-24,000 SH |
| CANADIAN NATL RY CO | COM | $3.8M | 5.5%Prev: 5.2% | 38,634 SH | Decreased-15,000 SH |
| ELEVANCE HEALTH INC FORMERLY | COM | $5.0M | 7.3%Prev: 3.4% | 14,400 SH | Increased+4,300 SH |
| HEICO CORP NEW | CL A | $12.3M | 17.7%Prev: 17.6% | 48,566 SH | Decreased-18,840 SH |
| RYANAIR HOLDINGS PLC | SPONSORED ADR | $11.3M | 16.3%Prev: 17.4% | 155,942 SH | Decreased-124,800 SH |
| UNITEDHEALTH GROUP INC | COM | $4.1M | 5.9%Prev: 3.3% | 12,340 SH | Increased+2,940 SH |
| VISA INC | COM CL A | $12.9M | 18.6%Prev: 17.9% | 36,671 SH | Decreased-14,240 SH |
| 13F-HR |
| 0001874761-25-000010 |
| $99.4M |
| View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001636441-26-000002 | $87.4M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001636441-25-000003 | $145.8M | View |