Q3 2024 Holdings
Filed 2024-10-02 | 52 holdings | $60.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins Inc(CMI) | COM | 231021106 | $13.7M | 42,394 | 22.8% |
| Copart Inc(CPRT) | COM | 217204106 | $33.7M | 643,794 | 56.0% |