Q4 2024 Holdings
Filed 2025-02-13 | 9 holdings | $256.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lamar Advertising Co New(LAMR) | CL A | 512816109 | $36.0M | 296,000 | 14.0% |
| TE Connectivity LTD(TEL) | REG SHS | G87052109 | $35.4M | 247,406 | 13.8% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $33.5M | 435,840 | 13.0% |
| AON PLC(AON) | COM | G0403H108 | $31.4M | 87,296 | 12.2% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $28.1M | 117,480 | 11.0% |
| Autoliv Inc(ALV) | COM | 052800109 | $27.8M | 296,329 | 10.8% |
| CDW Corp(CDW) | COM | 12514G108 | $27.6M | 158,545 | 10.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $23.4M | 123,030 | 9.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $13.5M | 29,849 | 5.3% |