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CIK 0000914976 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ARCH CAP GROUP LTD | ORD | $276.9M | 4.9%Prev: 4.3% | 2,887,002 SH | Increased+162,367 SH |
| AUTOZONE INC | COM | $593.2M | 10.4%Prev: 12.8% | 174,918 SH | Decreased+2,586 SH |
| CUMMINS INC | COM | $389.8M | 6.8%Prev: 8.1% | 763,648 SH | Decreased-340,904 SH |
| DISNEY WALT CO | COM | $192.9M | 3.4%Prev: 3.2% | 1,695,189 SH | Increased+60,316 SH |
| DOMINOS PIZZA INC | COM | $327.2M | 5.7%Prev: 5.6% | 784,992 SH | Increased+40,477 SH |
| EXPEDITORS INTL WASH INC | COM | $305.8M | 5.4%Prev: 4.1% | 2,052,531 SH | Increased+109,791 SH |
| FASTENAL CO | COM | $150.5M | 2.6%Prev: 3.2% | 3,749,595 SH | Decreased+101 SH |
| MASTERCARD INCORPORATED | CL A | $357.8M | 6.3%Prev: 5.8% | 626,682 SH | Increased+32,969 SH |
| MOODYS CORP | COM | $287.9M | 5.0%Prev: 4.4% | 563,557 SH | Increased+26,429 SH |
| NVR INC | COM | $195.9M | 3.4%Prev: 3.5% | 26,855 SH | Decreased+1,813 SH |
| OREILLY AUTOMOTIVE INC | COM | $356.3M | 6.2%Prev: 7.0% | 3,906,644 SH | Decreased+128,198 SH |
| PROGRESSIVE CORP | COM | $575.2M | 10.1%Prev: 6.7% | 2,525,734 SH | Increased+948,281 SH |
| ROSS STORES INC | COM | $489.0M | 8.6%Prev: 10.6% | 2,714,339 SH | Decreased-1,306,074 SH |
| STRATEGIC ED INC | COM | $118.6M | 2.1%Prev: 2.4% | 1,478,522 SH | Decreased-107,066 SH |
| TJX COS INC NEW | COM | $179.5M | 3.1%Prev: 2.8% | 1,168,859 SH | Increased+50,222 SH |
| UNITEDHEALTH GROUP INC | COM | $547.5M | 9.6%Prev: 9.6% | 1,658,487 SH | Decreased+45,239 SH |
| VISA INC | COM CL A | $360.9M | 6.3%Prev: 5.8% | 1,029,034 SH | Increased+46,241 SH |
| 13F-HR |
| 0001172661-26-003813 |
| $4.26B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003456 | $4.89B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002329 | $4.99B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002352 | $4.62B | View |