Q4 2024 Holdings
Filed 2025-02-14 | 9 holdings | $474.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $120.7M | 550,000 | 25.5% |
| Louisiana PAC Corp(LPX) | COM | 546347105 | $83.4M | 805,000 | 17.6% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $55.8M | 44,000 | 11.8% |
| Ferguson Enterprises Inc(FERG) | COMMON STOCK NEW | 31488V107 | $53.8M | 310,000 | 11.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $39.0M | 205,000 | 8.2% |
| Transunion(TRU) | COM | 89400J107 | $38.9M | 420,000 | 8.2% |
| Progressive Corp(PGR) | COM | 743315103 | $35.9M | 150,000 | 7.6% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $35.2M | 75,000 | 7.4% |
| Enstar Group Limited | SHS | G3075P101 | $11.3M | 35,000 | 2.4% |