Q2 2021 Holdings
Filed 2021-08-13 | 5 holdings | $58.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | Common | 143130102 | $57.7M | 446,982 | 99.6% |
| Iridium Communications Inc.(IRDM) | Common | 46269C102 | $96.4K | 2,410,416 | 0.2% |
| Heico Corp new(HEI/A) | Cl A | 422806208 | $51.4K | 413,543 | 0.1% |
| Polaris Inc.(PII) | Common | 731068102 | $43.0K | 314,130 | 0.1% |
| Stericycle Inc.(SRCLEUR) | Common | 858912108 | $38.5K | 538,012 | 0.1% |