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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 | $35.7M | 9.6%Prev: 8.8% | 101,128 SH | Increased-22,510 SH |
| AON PLC | COM | $45.3M | 12.1%Prev: 12.5% | 136,691 SH | Increased+49,160 SH |
| AUTOLIV INC | COM | $36.5M | 9.8%Prev: 13.3% | 314,050 SH | Increased+17,258 SH |
| BANK NEW YORK MELLON CORP | COM | $66.7M | 17.8%Prev: 15.9% | 461,485 SH | Increased+24,546 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $15.9M | 4.2%Prev: 5.8% | 31,691 SH | Increased+1,746 SH |
| LAMAR ADVERTISING CO NEW | CL A | $48.9M | 13.1%Prev: 14.4% | 313,640 SH | Increased+16,861 SH |
| PROGRESSIVE CORP OHIO | COM | $37.7M | 10.1%Prev: 12.6% | 172,599 SH | Increased+54,508 SH |
| SUNBELT RENTALS HOLDINGS INC | COM | $40.3M | 10.8% | 539,054 SH | New |
| TE CONNECTIVITY LTD | REG SHS | $46.9M | 12.5%Prev: 16.8% | 232,769 SH | Increased-15,819 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 |