Q1 2025 Holdings
Filed 2025-05-14 | 4 holdings | $220.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Iridium Communications Inc.(IRDM) | COM | 46269C102 | $101.8M | 3,726,863 | 46.3% |
| Heico Corp new(HEI/A) | CL A | 422806208 | $66.2M | 313,589 | 30.1% |
| Carmax Inc(KMX) | COM | 143130102 | $43.5M | 558,265 | 19.8% |
| Polaris Inc.(PII) | COM | 731068102 | $8.6M | 210,591 | 3.9% |