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CIK 0001694127 • 6 13F filings • May 13, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $41.0M | 13.4%Prev: 10.7% | 130,579 SH | Increased+3,541 SH |
| AON PLC | COM | $32.7M | 10.7%Prev: 11.1% | 92,657 SH | Increased+2,511 SH |
| AUTOLIV INC | COM | $37.3M | 12.2%Prev: 13.1% | 314,507 SH | Decreased+8,500 SH |
| BANK NEW YORK MELLON CORP | COM | $53.7M | 17.6%Prev: 17.0% | 462,626 SH | Increased+12,527 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $15.9M | 5.2%Prev: 5.4% | 31,693 SH | Increased+863 SH |
| LAMAR ADVERTISING CO NEW | CL A | $39.0M | 12.8%Prev: 13.0% | 308,335 SH | Increased+2,661 SH |
| PROGRESSIVE CORP OHIO | COM | $31.9M | 10.5%Prev: 10.4% | 140,272 SH | Increased+19,021 SH |
| TE CONNECTIVITY LTD | REG SHS | $53.2M | 17.5%Prev: 19.4% | 233,887 SH | Decreased-21,551 SH |
| 13F-HR |
| 0001694127-26-000003 |
| $374.0M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001694127-25-000003 | $250.2M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001694127-26-000002 | $332.4M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001694127-25-000002 | $228.6M | View |