Q1 2026 Holdings
Filed 2026-05-13 | 5 holdings | $577.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coupang Inc(CPNG) | CL A | 22266T109 | $363.1M | 19,230,611 | 62.9% |
| Carvana Co(CVNA) | CL A | 146869102 | $181.8M | 578,300 | 31.5% |
| Boston Omaha Corp(BOC) | CL A COM STK | 101044105 | $28.6M | 2,444,473 | 4.9% |
| Americas Car-Mart Inc(CRMT) | COM | 03062T105 | $2.1M | 167,404 | 0.4% |
| Textron Inc(TXT) | COM | 883203101 | $1.4M | 16,000 | 0.2% |