Q3 2019 Holdings
Filed 2019-11-14 | 104 holdings | $330.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc.(ADSK) | COM | 052769106 | $4.1M | 27,989 | 1.3% |
| Cbiz Inc.(CBZ) | COM | 124805102 | $59.3M | 2,525,053 | 18.0% |
| American Homes 4 Rent Real Estate Investment Trust(AMH) | CL A | 02665T306 | $100.8M | 3,894,577 | 30.5% |
| AutoZone, Inc.(AZO) | COM | 053332102 | $156.1M | 143,937 | 47.3% |