Q2 2024 Holdings
Filed 2024-08-14 | 7 holdings | $191.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Moodys Corp(MCO) | COM | 615369105 | $50.5M | 120,000 | 26.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $37.1M | 83,000 | 19.4% |
| Carmax Inc(KMX) | COM | 143130102 | $34.5M | 470,000 | 18.0% |
| Check Point Software Technology LT(CHKP) | ORD | M22465104 | $26.4M | 160,000 | 13.8% |
| Silk RD MED Inc | COM | 82710M100 | $23.3M | 860,004 | 12.2% |
| RTX Corporation(RTX) | COM | 75513E101 | $16.6M | 165,000 | 8.7% |
| Block H & R Inc(HRB) | COM | 093671105 | $2.9M | 53,000 | 1.5% |