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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 | $30.9M | 10.7%Prev: 9.6% | 127,038 SH | Decreased+25,910 SH |
| AON PLC | COM | $32.1M | 11.1%Prev: 12.1% | 90,146 SH | Decreased-46,545 SH |
| AUTOLIV INC | COM | $37.8M | 13.1%Prev: 9.8% | 306,007 SH | Increased-8,043 SH |
| BANK NEW YORK MELLON CORP | COM | $49.0M | 17.0%Prev: 17.8% | 450,099 SH | Decreased-11,386 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $15.5M | 5.4%Prev: 4.2% | 30,830 SH | Decreased-861 SH |
| LAMAR ADVERTISING CO NEW | CL A | $37.4M | 13.0%Prev: 13.1% | 305,674 SH | Decreased-7,966 SH |
| PROGRESSIVE CORP OHIO | COM | $29.9M | 10.4%Prev: 10.1% | 121,251 SH | Decreased-51,348 SH |
| TE CONNECTIVITY LTD | REG SHS | $56.1M | 19.4%Prev: 12.5% | 255,438 SH | Increased+22,669 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 |