Q3 2022 Holdings
Filed 2022-11-14 | 5 holdings | $30.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $30.5M | 462,688 | 99.3% |
| Iridium Communications Inc.(IRDM) | COM | 46269C102 | $109.7K | 2,473,363 | 0.4% |
| Heico Corp new(HEI/A) | Cl A | 422806208 | $48.4K | 422,619 | 0.2% |
| Polaris Inc.(PII) | COM | 731068102 | $30.7K | 320,670 | 0.1% |
| Stericycle Inc.(SRCLEUR) | COM | 858912108 | $29.1K | 691,543 | 0.1% |