Q1 2025 Holdings
Filed 2025-05-15 | 11 holdings | $1.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $413.0M | 716,579 | 23.5% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $206.4M | 399,668 | 11.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $199.0M | 1,273,590 | 11.3% |
| Copart Inc(CPRT) | COM | 217204106 | $161.1M | 2,846,221 | 9.2% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $140.2M | 405,587 | 8.0% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $139.2M | 659,583 | 7.9% |
| Brown & Brown Inc(BRO) | COM | 115236101 | $132.6M | 1,065,937 | 7.6% |
| Msci Inc(MSCI) | COM | 55354G100 | $115.1M | 203,515 | 6.6% |
| Netflix Inc(NFLX) | COM | 64110L106 | $108.0M | 115,850 | 6.2% |
| Karooooo LTD(KARO) | ORD SHS | Y4600W108 | $93.6M | 2,200,668 | 5.3% |
| Eplus Inc(PLUS) | COM | 294268107 | $47.8M | 783,515 | 2.7% |