Q2 2024 Holdings
Filed 2024-08-13 | 5 holdings | $236.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Iridium Communications Inc.(IRDM) | COM | 46269C102 | $99.4M | 3,734,654 | 42.0% |
| Heico Corp new(HEI/A) | Cl A | 422806208 | $56.1M | 316,138 | 23.7% |
| Carmax Inc(KMX) | COM | 143130102 | $41.7M | 568,909 | 17.6% |
| Stericycle Inc.(SRCLEUR) | COM | 858912108 | $23.1M | 397,903 | 9.8% |
| Polaris Inc.(PII) | COM | 731068102 | $16.5M | 210,613 | 7.0% |