Q4 2024 Holdings
Filed 2025-02-11 | 4 holdings | $66.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transcat, Inc. CMN(TRNS) | COMMON STOCK | 893529107 | $31.7M | 300,000 | 47.5% |
| Heico Corp New(HEI/A) | COMMON STOCK | 422806208 | $22.3M | 120,000 | 33.4% |
| Bio-Techne Corp COM(TECH) | COMMON STOCK | 09073M104 | $7.2M | 100,000 | 10.8% |
| EVI Industries Inc(EVI) | COMMON STOCK | 26929N102 | $5.5M | 338,000 | 8.3% |