Q2 2026 Holdings
Filed 2026-08-11 | 8 holdings | $732.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coupang Inc(CPNG) | CL A | 22266T109 | $506.0M | 29,130,611 | 69.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $190.3M | 2,891,500 | 26.0% |
| Boston Omaha Corp(BOC) | CL A COM STK | 101044105 | $33.3M | 2,444,473 | 4.6% |
| Textron Inc(TXT) | COM | 883203101 | $1.5M | 16,000 | 0.2% |
| Americas Car-Mart Inc(CRMT) | COM | 03062T105 | $467.1K | 167,404 | 0.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $414.6K | 2,072 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $321.1K | 2,300 | 0.0% |
| Bank of Amer Corp(BAC) | COM | 060505104 | $312.6K | 5,486 | 0.0% |