CIK: 0001112520
申告総資産額
$61.3億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMT | American Tower CORP | 株式-不動産 | 13.46% | -0.35% | +3.89% | |
| 2 | MA | Mastercard INC - A | 株式-金融 | 12.24% | -0.23% | -0.12% | |
| 3 | MCO | Moody's CORP | 株式-金融 | 12.03% | -0.86% | -0.04% | |
| 4 | MKL | Markel Group INC | 株式-金融 | 7.88% | — | -0.13% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 7.67% | -2.22% | -0.04% | |
| 6 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 6.15% | -0.87% | -0.05% | |
| 7 | DLTR | Dollar Tree INC | 株式-生活必需品 | 6.02% | — | -0.08% | |
| 8 | ROP | Roper Technologies INC | 株式-IT | 5.73% | +1.86% | +0.03% | |
| 9 | SBAC | SBA Communications Corporation | 株式-不動産 | 5.53% | — | — | |
| 10 | KMX | Carmax INC | 株式-一般消費財 | 4.20% | -0.06% | EXIT | |
| 11 | ESGRP | Enstar Group Limited - Deposita | 株式-その他 | 3.88% | — | -2.91% | |
| 12 | VRSK | Verisk Analytics INC | 株式-資本財 | 3.51% | — | -0.39% | |
| 13 | UBNTEUR | Ubiquiti Networks INC | 株式-その他 | 2.42% | — | — | |
| 14 | AMT | TD Ameritrade Holding CORP | 株式-不動産 | 2.32% | — | +0.58% | |
| 15 | DHR | Danaher CORP | 株式-ヘルスケア | 2.13% | -0.17% | EXIT | |
| 16 | LKQ | Lkq CORP | 株式-一般消費財 | 1.57% | — | — | |
| 17 | KKR | KKR & Co. Inc. | 株式-金融 | 1.28% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | +0.01% | -0.15% | |
| 19 | BVE | Diamond Hill Investment Grp | 株式-その他 | 0.39% | — | — | |
| 20 | PRMWUSD | Primo Water CORP | 株式-その他 | 0.29% | — | — | |
| 21 | ALRM | Alarm.com Holdings INC | 株式-その他 | 0.24% | — | +3.60% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.16% | — | — | |
| 23 | BOC | Boston Omaha Corp-cl A | 株式-その他 | 0.10% | — | — | |
| 24 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 0.04% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MA | Mastercard INC - A | +1.1% | -0.12% | 減少 |
| 2 | MCO | Moody's CORP | +0.4% | -0.04% | 減少 |
| 3 | AMT | TD Ameritrade Holding CORP | +0.2% | +0.58% | 増加 |
| 4 | ROP | Roper Technologies INC | +0.2% | +0.03% | 増加 |
| 5 | VRSK | Verisk Analytics INC | +0.1% | -0.39% | 減少 |
| 6 | AMT | American Tower CORP | +0.1% | +3.89% | 増加 |
| 7 | DHR | Danaher CORP | — | — | 変化なし |
| 8 | ALRM | Alarm.com Holdings INC | — | +3.60% | 増加 |
| 9 | LAMR | Lamar Advertising Co-a | 0% | — | 変化なし |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 変化なし |
| 11 | BVE | Diamond Hill Investment Grp | 0% | — | 変化なし |
| 12 | V | Visa Inc-class A Shares | 0% | -0.04% | 減少 |
| 13 | SBAC | SBA Communications Corporation | 0% | — | 変化なし |
| 14 | PRMWUSD | Primo Water CORP | 0% | — | 変化なし |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.15% | 減少 |
| 16 | BOC | Boston Omaha Corp-cl A | -0.1% | — | 変化なし |
| 17 | ESGRP | Enstar Group Limited - Deposita | -0.1% | -2.91% | 減少 |
| 18 | ORLY | O'reilly Automotive INC | -0.2% | -0.05% | 減少 |
| 19 | LKQ | Lkq CORP | -0.2% | — | 変化なし |
| 20 | UBNTEUR | Ubiquiti Networks INC | -0.2% | — | 変化なし |
| 21 | MKL | Markel Group INC | -0.2% | -0.13% | 減少 |
| 22 | KMX | Carmax INC | -0.4% | +0.16% | 増加 |
| 23 | DLTR | Dollar Tree INC | -1.2% | -0.08% | 減少 |
| 24 | KKR | KKR & Co. Inc. | — | NEW | 新規購入 |
| 25 | AMT 5.5 02-15-18 | American Tower CORP | — | EXIT | 全売却 |