Q4 2018 Holdings
Filed 2019-02-15 | 1 holdings | $2.6M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2023-05-09) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autozone Inc.(AZO) | COM | 053332102 | $100.5M | 119,850 | 58.7% |
| Cummins Inc(CMI) | COM | 231021106 | $69.3M | 518,897 | 40.5% |
| Vanguard Scottsdale Fds(VGSH)A | Short Term Treas | 92206C102 | $2.6M | 43,180 | 100.0% |
| Moody's Corp.(MCO) | COM | 615369105 | $148.6K | 1,061,091 | 0.1% |
| Arch Capital Group Ltd(ACGL) | COM | G0450A105 | $118.4K | 4,429,266 | 0.1% |
| Deere & Co.(DE) | COM | 244199105 | $102.2K | 685,110 | 0.1% |
| Chipotle Mexican Grill Cl A(CMG) | COM | 169656105 | $98.4K | 227,970 | 0.1% |
| Mastercard Inc Class A(MA) | COM | 57636Q104 | $86.8K | 459,896 | 0.1% |
| O'Reilly Automotive Inc(ORLY) | COM | 67103H107 | $78.5K | 227,994 | 0.0% |
| Visa Inc Cl A(V) | COM | 92826C839 | $77.7K | 588,964 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $74.4K | 1,423,645 | 0.0% |
| Expeditors International of Washington(EXPD) | COM | 302130109 | $74.0K | 1,087,501 | 0.0% |
| Yum! Brands Inc(YUM) | COM | 988498101 | $71.4K | 777,194 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $69.9K | 418,662 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $58.6K | 704,854 | 0.0% |
| Strategic Education Inc(STRA) | COM | 86272C103 | $57.1K | 503,320 | 0.0% |
| Union Pacific Corporation(UNP) | COM | 907818108 | $43.9K | 317,633 | 0.0% |
| NVR Inc(NVR) | COM | 62944T105 | $34.2K | 14,044 | 0.0% |
| Waters Corp(WAT) | COM | 941848103 | $17.6K | 93,181 | 0.0% |