|
MSFT
|
US |
MICROSOFT CORP |
273,608 |
$115M |
11.81% |
-5.8%
|
- |
|
MKL
|
US |
MARKEL GROUP INC |
54,568 |
$94M |
9.64% |
-7.4%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
406,500 |
$89M |
9.13% |
-3.4%
|
- |
|
AMT
|
US |
AMERICAN TOWER CORP |
438,062 |
$80M |
8.23% |
-4.5%
|
- |
|
ORLY
|
US |
O'REILLY AUTOMOTIVE INC |
60,951 |
$72M |
7.40% |
-5.2%
|
- |
|
CPRT
|
US |
COPART INC |
1,144,948 |
$66M |
6.73% |
-7.0%
|
- |
|
AAPL
|
US |
APPLE INC |
253,297 |
$63M |
6.49% |
-4.4%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
114,767 |
$52M |
5.33% |
-3.4%
|
- |
|
LULU
|
US |
LULULEMON ATHLETICA INC |
123,305 |
$47M |
4.83% |
4.8%
|
- |
|
LMT
|
US |
LOCKHEED MARTIN CORP |
71,879 |
$35M |
3.58% |
-4.4%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
66,172 |
$35M |
3.57% |
-3.2%
|
- |
|
OLED
|
US |
UNIVERSAL DISPLAY CORP |
196,576 |
$29M |
2.94% |
-1.3%
|
- |
|
WAY
|
US |
WAYSTAR HOLDING CORP |
590,244 |
$22M |
2.22% |
205.3%
|
- |
|
CCCS
|
US |
CCC INTELLIGENT SOLUTIONS HO |
1,736,507 |
$20M |
2.09% |
-5.8%
|
- |
|
KMX
|
US |
CARMAX INC |
232,170 |
$19M |
1.94% |
-1.1%
|
- |
|
ERII
|
US |
ENERGY RECOVERY INC |
1,131,373 |
$17M |
1.70% |
-7.9%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
42,738 |
$14M |
1.38% |
-11.2%
|
- |
|
SBAC
|
US |
SBA COMMUNICATIONS CORP |
66,045 |
$13M |
1.38% |
20.0%
|
- |
|
BOKF
|
US |
BOK FINANCIAL CORPORATION |
125,710 |
$13M |
1.37% |
-0.9%
|
- |
|
AES
|
US |
AES CORP |
774,228 |
$10M |
1.02% |
-5.5%
|
- |