Q1 2024 Holdings
Filed 2024-05-14 | 5 holdings | $253.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Iridium Communications Inc.(IRDM) | COM | 46269C102 | $91.1M | 3,481,487 | 36.0% |
| Heico Corp new(HEI/A) | Cl A | 422806208 | $64.0M | 415,449 | 25.3% |
| Carmax Inc(KMX) | COM | 143130102 | $40.1M | 460,130 | 15.8% |
| Stericycle Inc.(SRCLEUR) | COM | 858912108 | $36.1M | 684,262 | 14.3% |
| Polaris Inc.(PII) | COM | 731068102 | $22.0M | 219,831 | 8.7% |