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 | 14.90% | -0.35% | -0.00% | |
| 2 | MA | Mastercard INC - A | 株式-金融 | 14.29% | -0.23% | -0.01% | |
| 3 | MCO | Moody's CORP | 株式-金融 | 11.25% | -0.86% | -0.00% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 8.60% | -2.22% | — | |
| 5 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 7.07% | -0.87% | -0.01% | |
| 6 | ROP | Roper Technologies INC | 株式-IT | 5.82% | +1.86% | -0.01% | |
| 7 | MKL | Markel Group INC | 株式-金融 | 5.67% | — | -0.01% | |
| 8 | SBAC | SBA Communications Corporation | 株式-不動産 | 5.62% | — | — | |
| 9 | DLTR | Dollar Tree INC | 株式-生活必需品 | 5.54% | — | -0.00% | |
| 10 | KMX | Carmax INC | 株式-一般消費財 | 5.35% | -0.06% | EXIT | |
| 11 | VRSK | Verisk Analytics INC | 株式-資本財 | 3.78% | — | -0.00% | |
| 12 | KKR | Kkr & Co INC | 株式-金融 | 3.27% | — | — | |
| 13 | UBNTEUR | Ubiquiti Networks INC | 株式-その他 | 2.82% | — | -21.22% | |
| 14 | DHR | Danaher CORP | 株式-ヘルスケア | 2.40% | -0.17% | EXIT | |
| 15 | AMT | TD Ameritrade Holding CORP | 株式-不動産 | 1.70% | — | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | +0.01% | -0.04% | |
| 17 | PRMWUSD | Primo Water CORP | 株式-その他 | 0.38% | — | +6.66% | |
| 18 | ALRM | Alarm.com Holdings INC | 株式-その他 | 0.33% | — | — | |
| 19 | ESGRP | Enstar Group Limited - Deposita | 株式-その他 | 0.24% | — | -70.05% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.14% | — | — | |
| 21 | BVE | Diamond Hill Investment Grp | 株式-その他 | 0.08% | — | — | |
| 22 | BOC | Boston Omaha Corp-cl A | 株式-その他 | 0.06% | — | — | |
| 23 | GSHD | Goosehead Insurance INC -a | 株式-その他 | 0.05% | +0.01% | +164.77% | |
| 24 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 0.04% | — | — |