Q2 2023 Holdings
Filed 2023-08-14 | 5 holdings | $106.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Moodys Corp(MCO) | COM | 615369105 | $41.7M | 120,000 | 39.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $28.3M | 83,000 | 26.6% |
| Check Point Software Technology LT(CHKP) | ORD | M22465104 | $20.1M | 160,000 | 18.9% |
| Carmax Inc(KMX) | COM | 143130102 | $14.6M | 175,000 | 13.8% |
| Block H & R Inc(HRB) | COM | 093671105 | $1.7M | 53,000 | 1.6% |