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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 | $29.1M | 8.8%Prev: 8.2% | 101,453 SH | Increased-18,399 SH |
| AON PLC | COM | $40.9M | 12.3%Prev: 14.8% | 126,666 SH | Increased+41,619 SH |
| AUTOLIV INC | COM | $33.1M | 10.0%Prev: 11.2% | 314,925 SH | Increased+26,227 SH |
| BANK NEW YORK MELLON CORP | COM | $54.5M | 16.4%Prev: 15.6% | 459,541 SH | Increased+34,910 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $15.2M | 4.6%Prev: 6.8% | 31,803 SH | Decreased+2,715 SH |
| LAMAR ADVERTISING CO NEW | CL A | $40.1M | 12.1%Prev: 14.4% | 316,340 SH | Increased+27,947 SH |
| PROGRESSIVE CORP OHIO | COM | $27.9M | 8.4%Prev: 14.2% | 140,779 SH | Decreased+26,302 SH |
| SUNBELT RENTALS HOLDINGS INC | COM | $42.7M | 12.8% | 659,883 SH | New |
| TE CONNECTIVITY LTD | REG SHS | $48.9M | 14.7%Prev: 14.9% | 234,044 SH | Increased-6,992 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 |