|
KKR
|
US |
KKR & CO INC |
75,280 |
$11M |
12.66% |
-8.9%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
23,853 |
$11M |
12.29% |
-11.6%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
23,186 |
$7M |
8.33% |
-7.0%
|
- |
|
BKNG
|
US |
BOOKING HOLDINGS INC |
1,114 |
$6M |
6.29% |
-7.9%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
26,020 |
$5M |
5.63% |
-8.3%
|
- |
|
PGR
|
US |
PROGRESSIVE CORP |
19,957 |
$5M |
5.44% |
-8.9%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
23,930 |
$5M |
5.15% |
-7.5%
|
- |
|
CPRT
|
US |
COPART INC |
74,321 |
$4M |
4.85% |
-6.4%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
6,523 |
$4M |
4.34% |
-8.4%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
17,005 |
$4M |
4.24% |
-6.9%
|
- |
|
BRO
|
US |
BROWN & BROWN INC |
28,993 |
$3M |
3.36% |
-8.2%
|
- |
|
IT
|
US |
GARTNER INC |
5,367 |
$3M |
2.96% |
-8.4%
|
- |
|
FI
|
US |
FISERV INC |
11,983 |
$2M |
2.80% |
-4.7%
|
- |
|
HGV
|
US |
HILTON GRAND VACATIONS INC |
44,242 |
$2M |
1.96% |
-10.0%
|
- |
|
SCHW
|
US |
SCHWAB (CHARLES) CORP |
21,532 |
$2M |
1.81% |
-7.5%
|
- |
|
NRP
|
US |
NATURAL RESOURCE PARTNERS LP |
11,890 |
$1M |
1.50% |
-5.6%
|
- |
|
AAPL
|
US |
APPLE INC |
5,187 |
$1M |
1.48% |
-
|
- |
|
NVR
|
US |
NVR INC |
137 |
$1M |
1.27% |
-8.1%
|
- |
|
DHR
|
US |
DANAHER CORP |
4,473 |
$1M |
1.17% |
-7.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
2,450 |
$1M |
1.17% |
-
|
- |