Q4 2025 Holdings
Filed 2026-02-12 | 7 holdings | $753.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coupang Inc(CPNG) | CL A | 22266T109 | $453.7M | 19,230,611 | 60.2% |
| Carvana Co(CVNA) | CL A | 146869102 | $244.1M | 578,300 | 32.4% |
| Boston Omaha Corp(BOC) | CL A COM STK | 101044105 | $30.2M | 2,444,473 | 4.0% |
| Circle Internet Group Inc(CRCL) | COM CL A | 172573107 | $16.0M | 201,345 | 2.1% |
| Americas Car-Mart Inc(CRMT) | COM | 03062T105 | $4.2M | 167,404 | 0.6% |
| Samsara Inc(IOT) | COM CL A | 79589L106 | $3.8M | 107,455 | 0.5% |
| Textron Inc(TXT) | COM | 883203101 | $1.4M | 16,000 | 0.2% |