Q1 2024 Holdings
Filed 2024-05-15 | 5 holdings | $221.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $69.4M | 460,000 | 31.3% |
| Ferguson PLC New(FERG) | SHS | G3421J106 | $55.7M | 255,000 | 25.1% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $44.1M | 80,000 | 19.9% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $28.8M | 350,000 | 13.0% |
| CCC Intelligent Solutions HL(CCC) | COM | 12510Q100 | $23.9M | 2,000,000 | 10.8% |