Q2 2022 Holdings
Filed 2022-08-11 | 5 holdings | $34.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | Common | 143130102 | $33.9M | 374,467 | 99.4% |
| Iridium Communications Inc.(IRDM) | Common | 46269C102 | $93.7K | 2,493,668 | 0.3% |
| Heico Corp new(HEI/A) | Cl A | 422806208 | $44.3K | 420,393 | 0.1% |
| Polaris Inc.(PII) | Common | 731068102 | $32.0K | 321,859 | 0.1% |
| Stericycle Inc.(SRCLEUR) | Common | 858912108 | $30.3K | 692,118 | 0.1% |