Q2 2022 Holdings
Filed 2022-08-02 | 403 holdings | $404.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $75.8M | 837,566 | 18.8% |
| Charter Communications Inc CL(CHTR) | COM | 16119P108 | $86.5M | 184,637 | 21.4% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $99.1M | 933,304 | 24.5% |