Q4 2020 Holdings
Filed 2021-02-11 | 55 holdings | $78.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boeing Co(BA) | COM | 097023105 | $6.0M | 28,000 | 7.6% |
| Conocophillips(COP) | COM | 20825C104 | $8.9M | 222,426 | 11.3% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $14.1M | 841,342 | 18.0% |
| Carmax Inc(KMX) | COM | 143130102 | $19.7M | 208,406 | 25.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $20.0M | 53,137 | 25.5% |