Q4 2025 Holdings
Filed 2026-02-10 | 4 holdings | $237.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | COM CL A | 92826C839 | $87.7M | 250,000 | 36.9% |
| CCC Intelligent Solutions HL(CCC) | COM | 12510Q100 | $70.0M | 8,800,000 | 29.4% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $57.6M | 130,000 | 24.3% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $22.3M | 100,000 | 9.4% |