Q4 2024 Holdings
Filed 2025-02-13 | 4 holdings | $224.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Iridium Communications Inc.(IRDM) | COM | 46269C102 | $107.8M | 3,715,471 | 47.9% |
| Heico Corp new(HEI/A) | CL A | 422806208 | $58.8M | 315,888 | 26.1% |
| Carmax Inc(KMX) | COM | 143130102 | $46.2M | 565,597 | 20.6% |
| Polaris Inc.(PII) | COM | 731068102 | $12.0M | 208,974 | 5.4% |