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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 | $18.7M | 8.2% | 119,852 SH | |
| AON PLC | COM | $33.9M | 14.8% | 85,047 SH | |
| AUTOLIV INC | COM | $25.5M | 11.2% | 288,698 SH | |
| BANK NEW YORK MELLON CORP | COM | $35.6M | 15.6% | 424,631 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $15.5M | 6.8% | 29,088 SH | |
| LAMAR ADVERTISING CO NEW | CL A | $32.8M | 14.4% | 288,393 SH | |
| PROGRESSIVE CORP OHIO | COM | $32.4M | 14.2% | 114,477 SH | |
| TE CONNECTIVITY LTD | REG SHS | $34.1M | 14.9% | 241,036 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 |