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CIK 0002011555 • 3 13F filings • Feb 17, 2026 – Aug 14, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AON PLC | SHS CL A | $5.7M | 5.5%Prev: 5.4% | 16,189 SH | Decreased-2,890 SH |
| AUTOZONE INC | COM | $8.1M | 7.8%Prev: 6.8% | 2,397 SH | Increased-100 SH |
| GALLAGHER ARTHUR J & CO | COM | $5.1M | 4.9% | 19,859 SH | New |
| GE AEROSPACE | COM NEW | $7.1M | 6.8%Prev: 5.9% | 22,980 SH | Increased+4,325 SH |
| HEICO CORP NEW | CL A | $2.5M | 2.4%Prev: 4.2% | 9,980 SH | Decreased-9,087 SH |
| HEICO CORP NEW | COM | $2.7M | 2.6%Prev: 4.5% | 8,380 SH | Decreased-6,614 SH |
| HILTON WORLDWIDE HLDGS INC | COM | $13.8M | 13.2%Prev: 13.5% | 47,901 SH | Decreased |
| LINDE PLC | SHS | $11.9M | 11.4%Prev: 6.3% | 27,792 SH | Increased+13,483 SH |
| MARTIN MARIETTA MATLS INC | COM | $5.8M | 5.6%Prev: 4.6% | 9,378 SH | Increased-65 SH |
| MOODYS CORP | COM | $7.8M | 7.5%Prev: 6.5% | 15,343 SH | Increased-1,500 SH |
| OREILLY AUTOMOTIVE INC | COM | $8.0M | 7.7%Prev: 7.2% | 88,145 SH | Decreased-3,600 SH |
| SHERWIN WILLIAMS CO | COM | $7.0M | 6.7%Prev: 6.4% | 21,606 SH | Decreased-300 SH |
| SONIDA SENIOR LIVING INC | COM | $6.3M | 6.1%Prev: 9.3% | 194,571 SH | Decreased-74,222 SH |
| UNION PAC CORP | COM | $7.0M | 6.7%Prev: 5.6% | 30,211 SH | Increased+6,011 SH |
| VULCAN MATLS CO | COM | $5.0M | 4.8%Prev: 4.4% | 17,625 SH | Decreased |
| 13F-HR |
| 0001892688-26-000078 |
| $101.4M |
| View |