Q1 2022 Holdings
Filed 2022-05-13 | 5 holdings | $35.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | Common | 143130102 | $35.6M | 369,036 | 99.4% |
| Iridium Communications Inc.(IRDM) | Common | 46269C102 | $100.2K | 2,484,321 | 0.3% |
| Heico Corp new(HEI/A) | Cl A | 422806208 | $53.2K | 419,120 | 0.1% |
| Polaris Inc.(PII) | Common | 731068102 | $33.6K | 318,795 | 0.1% |
| Stericycle Inc.(SRCLEUR) | Common | 858912108 | $32.4K | 549,083 | 0.1% |