Q3 2024 Holdings
Filed 2024-11-13 | 5 holdings | $239.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Iridium Communications Inc.(IRDM) | COM | 46269C102 | $113.4M | 3,725,267 | 47.4% |
| Heico Corp new(HEI/A) | CL A | 422806208 | $64.2M | 314,908 | 26.8% |
| Carmax Inc(KMX) | COM | 143130102 | $43.9M | 567,441 | 18.4% |
| Polaris Inc.(PII) | COM | 731068102 | $17.4M | 209,048 | 7.3% |
| Stericycle Inc.(SRCLEUR) | COM | 858912108 | $189.1K | 3,100 | 0.1% |