Q3 2024 Holdings
Filed 2024-10-21 | 9 holdings | $119.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Progressive Corp(PGR) | PGR | 743315103 | $29.5M | 116,170 | 24.8% |
| JPMorgan Chase & Co(JPM) | JPM | 46625H100 | $23.1M | 109,592 | 19.4% |
| Carmax Inc(KMX) | KMX | 143130102 | $19.2M | 247,520 | 16.1% |
| Lowes COS Inc(LOW) | LOW | 548661107 | $13.5M | 50,000 | 11.4% |
| Schwab Charles Corp(SCHW) | SCHW | 808513105 | $12.9M | 198,499 | 10.8% |
| Ulta Beauty Inc(ULTA) | ULTA | 90384S303 | $8.9M | 23,000 | 7.5% |
| Berkshire Hathaway Inc del(BRK/A) | BRKA | 084670108 | $6.9M | 10 | 5.8% |
| Bread Financial Holdings Inc(BFH) | BFH | 018581108 | $2.9M | 62,000 | 2.5% |
| Deere & Co(DE) | DE | 244199105 | $2.1M | 5,000 | 1.8% |