Q1 2021 Holdings
Filed 2021-04-26 | 104 holdings | $389.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Costco Wholesale Corp(COST) | COMMON | 22160K105 | $35.4M | 100,395 | 9.1% |
| Carmax Inc(KMX) | COMMON | 143130102 | $97.5M | 735,280 | 25.1% |
| Barrick Gold Corp(ABX) | COMMON | 067901108 | $114.6M | 5,787,794 | 29.4% |
| Autozone Inc(AZO) | COMMON | 053332102 | $135.0M | 96,097 | 34.7% |