Q3 2018 Holdings
Filed 2018-11-13 | 55 holdings | $282.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $35.4M | 474,171 | 12.5% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $42.7M | 198,070 | 15.1% |
| D R Horton Inc(DHI) | COM | 23331A109 | $47.4M | 1,123,572 | 16.8% |
| BJS Whsl Club Hldgs Inc(BJ) | COM | 05550J101 | $57.7M | 2,155,384 | 20.4% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $88.9M | 2,310,249 | 31.5% |