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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AUTOZONE INC | $557.4M | 165,033 | 11.16% |
| 2 | UNITEDHEALTH GROUP INC | $511.6M | 1,890,689 | 10.25% |
| 3 | PROGRESSIVE CORP | $486.8M | 2,455,384 | 9.75% |
| 4 | ROSS STORES INC | $394.0M | 1,818,806 | 7.89% |
| 5 | VISA INC | $379.3M | 1,254,973 | 7.60% |
| 6 | OREILLY AUTOMOTIVE INC | $324.3M | 3,513,674 | 6.50% |
| 7 | MASTERCARD INCORPORATED | $299.9M | 600,154 | 6.01% |
| 8 | ARCH CAP GROUP LTD | $292.9M | 3,051,421 | 5.87% |
| 9 | EXPEDITORS INTL WASH INC | $279.7M | 1,953,005 | 5.60% |
| 10 | DOMINOS PIZZA INC | $270.9M | 755,140 | 5.43% |
| 11 | CUMMINS INC | $241.5M | 448,781 | 4.84% |
| 12 | MOODYS CORP | $235.1M | 538,993 | 4.71% |
| 13 | TJX COS INC NEW | $174.3M | 1,091,160 | 3.49% |
| 14 | NVR INC | $167.5M | 25,419 | 3.35% |
| 15 | DISNEY WALT CO | $158.3M | 1,642,724 | 3.17% |
| 16 | FASTENAL CO | $153.6M | 3,309,287 | 3.08% |
| 17 | STRATEGIC ED INC | $65.8M | 792,930 | 1.32% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.