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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 | $235.2M | 4.8%Prev: 5.9% | 2,583,412 SH | Decreased-468,009 SH |
| AUTOZONE INC | COM | $620.1M | 12.7%Prev: 11.2% | 167,039 SH | Increased+2,006 SH |
| CUMMINS INC | COM | $345.9M | 7.1%Prev: 4.8% | 1,056,059 SH | Increased+607,278 SH |
| DISNEY WALT CO | COM | $195.3M | 4.0%Prev: 3.2% | 1,574,766 SH | Increased-67,958 SH |
| DOMINOS PIZZA INC | COM | $322.5M | 6.6%Prev: 5.4% | 715,750 SH | Increased-39,390 SH |
| EXPEDITORS INTL WASH INC | COM | $212.1M | 4.3%Prev: 5.6% | 1,856,558 SH | Decreased-96,447 SH |
| FASTENAL CO | COM | $166.6M | 3.4%Prev: 3.1% | 3,966,125 SH | Increased+656,838 SH |
| MASTERCARD INCORPORATED | CL A | $318.3M | 6.5%Prev: 6.0% | 566,442 SH | Increased-33,712 SH |
| MOODYS CORP | COM | $258.8M | 5.3%Prev: 4.7% | 516,014 SH | Increased-22,979 SH |
| NVR INC | COM | $176.6M | 3.6%Prev: 3.4% | 23,912 SH | Increased-1,507 SH |
| OREILLY AUTOMOTIVE INC | COM | $347.5M | 7.1%Prev: 6.5% | 3,855,957 SH | Increased+342,283 SH |
| PROGRESSIVE CORP | COM | $246.5M | 5.0%Prev: 9.7% | 923,690 SH | Decreased-1,531,694 SH |
| ROSS STORES INC | COM | $492.8M | 10.1%Prev: 7.9% | 3,863,028 SH | Increased+2,044,222 SH |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $12.8M | 0.3% | 139,663 SH | New |
| STRATEGIC ED INC | COM | $154.1M | 3.1%Prev: 1.3% | 1,810,104 SH | Increased+1,017,174 SH |
| TJX COS INC NEW | COM | $131.9M | 2.7%Prev: 3.5% | 1,068,130 SH | Decreased-23,030 SH |
| UNITEDHEALTH GROUP INC | COM | $317.7M | 6.5%Prev: 10.2% | 1,018,288 SH | Decreased-872,401 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $1.0M | 0.0% | 17,638 SH | New |
| VISA INC | COM CL A | $336.3M | 6.9%Prev: 7.6% | 947,177 SH | Decreased-307,796 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 |