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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 | $247.2M | 4.3%Prev: 7.6% | 2,724,635 SH | Decreased-606,500 SH |
| AUTOZONE INC | COM | $739.3M | 12.8%Prev: 10.2% | 172,332 SH | Increased+35,959 SH |
| CUMMINS INC | COM | $466.5M | 8.1% | 1,104,552 SH | New |
| DISNEY WALT CO | COM | $187.2M | 3.2%Prev: 2.9% | 1,634,873 SH | Increased+336,741 SH |
| DOMINOS PIZZA INC | COM | $321.4M | 5.6%Prev: 4.4% | 744,515 SH | Increased+105,974 SH |
| EXPEDITORS INTL WASH INC | COM | $238.2M | 4.1%Prev: 5.9% | 1,942,740 SH | Decreased+388,776 SH |
| FASTENAL CO | COM | $183.9M | 3.2%Prev: 2.9% | 3,749,494 SH | Increased+1,174,678 SH |
| MASTERCARD INCORPORATED | CL A | $337.7M | 5.8%Prev: 6.9% | 593,713 SH | Increased+21,423 SH |
| MOODYS CORP | COM | $255.9M | 4.4%Prev: 4.5% | 537,128 SH | Increased+114,322 SH |
| NVR INC | COM | $201.2M | 3.5%Prev: 3.2% | 25,042 SH | Increased+4,901 SH |
| OREILLY AUTOMOTIVE INC | COM | $407.4M | 7.0%Prev: 5.9% | 3,778,446 SH | Increased+1,037,989 SH |
| PROGRESSIVE CORP | COM | $389.6M | 6.7%Prev: 11.0% | 1,577,453 SH | Decreased-575,733 SH |
| ROSS STORES INC | COM | $612.7M | 10.6%Prev: 3.0% | 4,020,413 SH | Increased+3,424,709 SH |
| STRATEGIC ED INC | COM | $136.4M | 2.4%Prev: 1.0% | 1,585,588 SH | Increased+1,026,576 SH |
| TJX COS INC NEW | COM | $161.7M | 2.8%Prev: 3.1% | 1,118,637 SH | Increased+245,867 SH |
| UNITEDHEALTH GROUP INC | COM | $557.1M | 9.6%Prev: 14.9% | 1,613,248 SH | Decreased+87,091 SH |
| VISA INC | COM CL A | $335.5M | 5.8%Prev: 8.3% | 982,793 SH | Decreased-51,640 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 |