Q2 2020 Holdings
Filed 2020-07-20 | 105 holdings | $215.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Oracle Corp(ORCL) | COMMON | 68389X105 | $252.4K | 4,566,191 | 0.1% |
| Blackberry Ltd(BB) | COMMON | 09228F103 | $22.6M | 4,646,951 | 10.5% |
| Costco Wholesale Corp(COST) | COMMON | 22160K105 | $47.5M | 156,635 | 22.0% |
| Autozone Inc(AZO) | COMMON | 053332102 | $48.3M | 42,820 | 22.4% |
| Carmax Inc(KMX) | COMMON | 143130102 | $91.0M | 1,015,767 | 42.2% |