|
AXP
|
US |
AMERICAN EXPRESS CO |
975,504 |
$290M |
8.86% |
-0.3%
|
- |
|
PGR
|
US |
PROGRESSIVE CORP |
1,066,899 |
$256M |
7.82% |
-0.3%
|
- |
|
09857l108
|
- |
BOOKING HOLDINGS INC |
49,278 |
$245M |
7.49% |
-22.0%
|
- |
|
SCHW
|
US |
SCHWAB (CHARLES) CORP |
3,279,993 |
$243M |
7.43% |
0.0%
|
- |
|
88023u101
|
- |
TEMPUR SEALY INTERNATIONAL INC |
4,238,753 |
$240M |
7.35% |
0.3%
|
- |
|
ADI
|
US |
ANALOG DEVICES INC |
936,423 |
$199M |
6.09% |
0.9%
|
- |
|
THO
|
US |
THOR INDUSTRIES INC |
2,038,765 |
$195M |
5.97% |
16.2%
|
- |
|
FND
|
US |
FLOOR & DECOR HOLDINGS INC-A |
1,790,938 |
$179M |
5.46% |
0.4%
|
- |
|
ABG
|
US |
ASBURY AUTOMOTIVE GROUP |
707,874 |
$172M |
5.26% |
0.5%
|
- |
|
FI
|
US |
FISERV INC |
806,960 |
$166M |
5.07% |
0.3%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
339,110 |
$154M |
4.70% |
0.1%
|
- |
|
02079k107
|
- |
ALPHABET INC CAP STK CL C |
798,841 |
$152M |
4.65% |
0.2%
|
- |
|
MC
|
US |
MOELIS & CO - CLASS A |
1,998,515 |
$148M |
4.52% |
-22.6%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
202 |
$138M |
4.21% |
-
|
- |
|
04247x102
|
- |
ARMSTRONG WORLD INDUSTRIES INC |
924,278 |
$131M |
4.00% |
-0.3%
|
- |
|
040413205
|
- |
ARISTA NETWORKS INC |
1,168,603 |
$129M |
3.95% |
100.0%
|
- |
|
NVR
|
US |
NVR INC |
11,080 |
$91M |
2.77% |
0.0%
|
- |
|
WSC
|
US |
WILLSCOT HOLDINGS CORP |
2,519,524 |
$84M |
2.58% |
0.9%
|
- |
|
GOOS
|
US |
CANADA GOOSE HOLDINGS INC |
1,758,525 |
$18M |
0.54% |
0.0%
|
- |
|
BUR
|
US |
BURFORD CAPITAL LTD |
1,103,208 |
$14M |
0.43% |
-
|
- |