Q4 2023 Holdings
Filed 2024-02-14 | 7 holdings | $164.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Moodys Corp(MCO) | COM | 615369105 | $46.9M | 120,000 | 28.4% |
| Carmax Inc(KMX) | COM | 143130102 | $35.3M | 460,000 | 21.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $31.2M | 83,000 | 18.9% |
| Check Point Software Technology LT(CHKP) | ORD | M22465104 | $24.4M | 160,000 | 14.8% |
| RTX Corporation(RTX) | COM | 75513E101 | $13.9M | 165,000 | 8.4% |
| Silk RD MED Inc | COM | 82710M100 | $10.6M | 860,004 | 6.4% |
| Block H & R Inc(HRB) | COM | 093671105 | $2.6M | 53,000 | 1.6% |