|
PGR
|
US |
PROGRESSIVE CORP |
325,422 |
$78M |
17.53% |
-1.5%
|
- |
|
MAR
|
US |
MARRIOTT INTERNATIONAL -CL A |
252,876 |
$71M |
15.85% |
-1.5%
|
- |
|
MKL
|
US |
MARKEL GROUP INC |
28,006 |
$48M |
10.87% |
-1.8%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
102,585 |
$43M |
9.72% |
-1.6%
|
- |
|
16119p108
|
- |
CHARTER COMMUNICATIONS INC |
106,072 |
$36M |
8.17% |
-2.3%
|
- |
|
WBD
|
US |
WARNER BROS DISCOVERY INC |
3,001,601 |
$32M |
7.13% |
-0.9%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
144,033 |
$32M |
7.10% |
-1.5%
|
- |
|
ADSK
|
US |
AUTODESK INC |
94,980 |
$28M |
6.31% |
-1.5%
|
- |
|
38046c109
|
- |
GOGO INC |
3,009,743 |
$24M |
5.47% |
22.1%
|
- |
|
03524a108
|
- |
ANHEUSER-BUSCH SPONSORED ADR |
416,737 |
$21M |
4.69% |
-1.5%
|
- |
|
LRCX
|
US |
LAM RESEARCH CORP |
256,027 |
$18M |
4.16% |
885.3%
|
- |
|
ROP
|
US |
ROPER TECHNOLOGIES INC |
24,448 |
$13M |
2.86% |
-1.5%
|
- |
|
22160k105
|
- |
COSTCO WHOLESALE CORP |
380 |
$0M |
0.08% |
-
|
- |
|
LSTR
|
US |
LANDSTAR SYSTEM INC |
1,300 |
$0M |
0.05% |
-
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
100 |
$0M |
0.01% |
-
|
- |
|
AAPL
|
US |
APPLE INC |
8 |
$0M |
0.00% |
-
|
- |
|
78462f103
|
- |
SPDR S&P 500 ETF TR |
22 |
$0M |
0.00% |
-
|
- |
|
30292l107
|
- |
FRP HLDGS INC |
200 |
$0M |
0.00% |
-
|
- |