Q1 2026 Holdings
Filed 2026-05-06 | 55 holdings | $122.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| E L F Beauty Inc(ELF) | COM | 26856L103 | $6.5M | 107,130 | 5.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $8.1M | 38,869 | 6.6% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $8.5M | 328,000 | 6.9% |
| Brookfield Corp(BN) | CL A LTD VT SH | 11271J107 | $9.5M | 235,746 | 7.8% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $44.2M | 92,232 | 36.0% |