Q2 2025 Holdings
Filed 2025-08-14 | 4 holdings | $262.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Iridium Communications Inc.(IRDM) | COM | 46269C102 | $127.6M | 4,228,263 | 48.7% |
| Heico Corp new(HEI/A) | CL A | 422806208 | $81.5M | 314,837 | 31.1% |
| Carmax Inc(KMX) | COM | 143130102 | $44.6M | 663,689 | 17.0% |
| Polaris Inc.(PII) | COM | 731068102 | $8.6M | 210,575 | 3.3% |