Q4 2023 Holdings
Filed 2024-02-14 | 11 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $299.6M | 846,561 | 21.7% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $194.3M | 364,750 | 14.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $191.3M | 1,357,390 | 13.9% |
| Copart Inc(CPRT) | COM | 217204106 | $169.0M | 3,449,864 | 12.3% |
| Netflix Inc(NFLX) | COM | 64110L106 | $137.4M | 282,246 | 10.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $120.1M | 443,882 | 8.7% |
| First Ctzns Bancshares Inc N(FCNCA) | CL A | 31946M103 | $86.6M | 61,039 | 6.3% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $74.7M | 524,705 | 5.4% |
| Karooooo LTD(KARO) | ORD SHS | Y4600W108 | $53.6M | 2,206,155 | 3.9% |
| Eplus Inc(PLUS) | COM | 294268107 | $49.2M | 616,101 | 3.6% |
| CDW Corp(CDW) | COM | 12514G108 | $2.3M | 10,240 | 0.2% |