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CIK 0000351051 • 6 13F filings • May 14, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAS CAR-MART INC | COM | $4.2M | 0.6%Prev: 0.5% | 167,404 SH | Decreased |
| BOSTON OMAHA CORP | CL A COM STK | $30.2M | 4.0%Prev: 3.5% | 2,444,473 SH | Decreased |
| CARVANA CO | CL A | $244.1M | 32.4%Prev: 23.7% | 578,300 SH | Increased+376 SH |
| CIRCLE INTERNET GROUP INC | COM CL A | $16.0M | 2.1% | 201,345 SH | New |
| COUPANG INC | CL A | $453.7M | 60.2%Prev: 67.3% | 19,230,611 SH | Decreased-3,321 SH |
| SAMSARA INC | COM CL A | $3.8M | 0.5% | 107,455 SH | New |
| TEXTRON INC | COM | $1.4M | 0.2%Prev: 0.1% | 16,000 SH | Increased |
| 13F-HR |
| 0001214659-26-009919 |
| $732.6M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001214659-25-012123 | $995.5M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001214659-26-006060 | $577.0M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007534 | $707.2M | View |