Style
ValueTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Arch Capital Group Ltd(ACGL) | 4,439,745 | $410.0M | 4.62% |
| 2 | Alphabet Inc(GOOG) | 1,353,569 | $257.8M | 2.91% |
| 3 | Paccar Inc(PCAR) | 2,448,096 | $254.7M | 2.87% |
| 4 | Copart Inc(CPRT) | 4,420,382 | $253.7M | 2.86% |
| 5 | Gartner Inc(IT) | 505,292 | $244.8M | 2.76% |
| 6 |
Latest filing, equity positions only
| Ross Stores Inc(ROST) |
| 1,521,809 |
| $230.2M |
| 2.60% |
| 7 | Brown & Brown Inc(BRO) | 1,941,098 | $198.0M | 2.23% |
| 8 | Amazon.com Inc(AMZN) | 741,418 | $162.7M | 1.83% |
| 9 | Amphenol Corp(APH) | 2,271,402 | $157.7M | 1.78% |
| 10 | Carlisle Cos Inc(CSL) | 401,822 | $148.2M | 1.67% |