Q4 2021 Holdings
Filed 2024-06-21 | 10 holdings | $40.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Medtronic PLC(MDT) | SHS | G5960L103 | $31.0M | 300,000 | 77.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $3.2M | 3,075 | 8.1% |
| Winmark Corp(WINA) | COM | 974250102 | $3.0M | 12,137 | 7.5% |
| Apple Inc(AAPL) | COM | 037833100 | $1.0M | 5,633 | 2.5% |
| Carlisle COS Inc(CSL) | COM | 142339100 | $550.1K | 2,217 | 1.4% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $342.1K | 2,000 | 0.9% |
| Vaneck ETF Trust(GDX) | GOLD MINERS ETF | 92189F106 | $332.0K | 10,364 | 0.8% |
| Dycom Inds Inc(DY) | COM | 267475101 | $299.0K | 3,189 | 0.7% |
| General MLS Inc(GIS) | COM | 370334104 | $223.2K | 3,312 | 0.6% |
| Lazydays Hldgs Inc | COM | 52110H100 | $201.0K | 9,333 | 0.5% |