Q3 2025 Holdings
Filed 2025-11-13 | 10 holdings | $920.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coupang Inc(CPNG) | CL A | 22266T109 | $619.3M | 19,233,932 | 67.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $218.0M | 577,924 | 23.7% |
| Sandisk Corp(SNDK) | COM | 80004C200 | $43.0M | 383,561 | 4.7% |
| Boston Omaha Corp(BOC) | CL A COM STK | 101044105 | $32.0M | 2,444,473 | 3.5% |
| Americas Car-Mart Inc(CRMT) | COM | 03062T105 | $4.9M | 167,404 | 0.5% |
| Textron Inc(TXT) | COM | 883203101 | $1.4M | 16,000 | 0.1% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $1.0M | 3,325 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $370.7K | 915 | 0.0% |
| Howmet Aerospace Inc(HWM) | COM | 443201108 | $227.6K | 1,160 | 0.0% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $205.8K | 550 | 0.0% |