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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 | $21.9M | 8.8%Prev: 8.8% | 123,638 SH | Decreased+22,185 SH |
| AON PLC | COM | $31.2M | 12.5%Prev: 12.3% | 87,531 SH | Decreased-39,135 SH |
| AUTOLIV INC | COM | $33.2M | 13.3%Prev: 10.0% | 296,792 SH | Increased-18,133 SH |
| BANK NEW YORK MELLON CORP | COM | $39.8M | 15.9%Prev: 16.4% | 436,939 SH | Decreased-22,602 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $14.5M | 5.8%Prev: 4.6% | 29,945 SH | Decreased-1,858 SH |
| LAMAR ADVERTISING CO NEW | CL A | $36.0M | 14.4%Prev: 12.1% | 296,779 SH | Decreased-19,561 SH |
| PROGRESSIVE CORP OHIO | COM | $31.5M | 12.6%Prev: 8.4% | 118,091 SH | Increased-22,688 SH |
| TE CONNECTIVITY LTD | REG SHS | $41.9M | 16.8%Prev: 14.7% | 248,588 SH | Decreased+14,544 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 |