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CIK 0001034541 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN EXPRESS CO COM | COM | $212.1M | 6.9%Prev: 5.7% | 573,278 SH | Increased-13,193 SH |
| ANALOG DEVICES INC | COM | $249.4M | 8.1%Prev: 6.7% | 919,575 SH | Increased-17,684 SH |
| ARISTA NETWORKS INC | COM | $122.4M | 4.0%Prev: 4.1% | 934,502 SH | Decreased-19,967 SH |
| ARMSTRONG WORLD INDUSTRIES INC | COM | $109.2M | 3.5%Prev: 3.4% | 571,690 SH | Decreased-11,798 SH |
| ASBURY AUTOMOTIVE GROUP | COM | $166.0M | 5.4%Prev: 5.2% | 713,850 SH | Decreased-11,711 SH |
| BERKSHIRE HATHAWAY INC DEL CL | COM | $284.7M | 9.2%Prev: 8.5% | 308,197 SH | Decreased-9,997 SH |
| BOOKING HLDGS INC | COM | $253.7M | 8.2%Prev: 7.7% | 47,377 SH | Decreased-979 SH |
| BURFORD CAPITAL LTD | COM | $9.8M | 0.3%Prev: 0.4% | 1,103,016 SH | Decreased |
| CANADA GOOSE HOLDINGS INC | COM | $25.1M | 0.8%Prev: 0.8% | 1,937,925 SH | Decreased |
| CHARLES SCHWAB CORPORATION | COM | $302.2M | 9.8%Prev: 8.8% | 3,024,563 SH | Increased-107,325 SH |
| CLARIVATE PLC | COM | $7.5M | 0.2%Prev: 0.3% | 2,250,000 SH | Decreased |
| FLOOR AND DECOR HOLDINGS INC | COM | $155.8M | 5.1%Prev: 5.6% | 2,559,288 SH | Decreased-18,451 SH |
| GERMAN AMERICAN BANCORP INC | COM | $588K | 0.0%Prev: 0.0% | 15,000 SH | Decreased |
| IES HOLDINGS INC | COM | $1.9M | 0.1%Prev: 0.1% | 5,000 SH | Decreased-5,000 SH |
| INSTALLED BUILDING PRODUCTS IN | COM | $218.1M | 7.1%Prev: 6.2% | 840,844 SH | Increased-19,736 SH |
| INTERNATIONAL PAPER | COM | $1.2M | 0.0% | 30,400 SH | New |
| KIMBERLY-CLARK CORP COM | COM | $504K | 0.0% | 5,000 SH | New |
| LAKELAND FINANCIAL CORPORATION | COM | $11.4M | 0.4%Prev: 0.4% | 199,761 SH | Decreased |
| LCI INDUSTRIES | COM | $4.3M | 0.1%Prev: 0.1% | 35,318 SH | Increased |
| MOELIS AND COMPANY | COM | $96.6M | 3.1%Prev: 3.0% | 1,405,796 SH | Decreased-15,919 SH |
| NVR INC | COM | $82.2M | 2.7%Prev: 2.7% | 11,271 SH | Decreased-90 SH |
| PATRICK INDUSTRIES INC | COM | $14.7M | 0.5%Prev: 0.4% | 136,000 SH | Increased |
| PROGRESSIVE CORPORATION | COM | $208.9M | 6.8%Prev: 6.7% | 917,493 SH | Decreased-14,430 SH |
| SMURFIT WESTROCK PLC | COM | $3.7M | 0.1%Prev: 0.1% | 95,000 SH | Increased+50,000 SH |
| SOMNIGROUP INTERNATIONAL | COM | $268.0M | 8.7%Prev: 7.7% | 3,001,702 SH | Increased-113,049 SH |
| THOR INDS INC COM | COM | $266.9M | 8.7%Prev: 8.1% | 2,599,470 SH | Decreased-58,966 SH |
| WHIRLPOOL CORP | COM | $3.1M | 0.1%Prev: 0.0% | 42,500 SH | Increased+25,000 SH |
| 13F-HR |
| 0001034541-26-000007 |
| $2.72B |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001034541-25-000005 | $3.42B | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001034541-26-000003 | $2.72B | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001034541-25-000003 | $3.22B | View |