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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BROOKFIELD CORP | $22.4M | 553000 | 11.57% |
| 2 | S&P GLOBAL INC | $19.8M | 46500 | 10.23% |
| 3 | QXO INC | $18.3M | 941000 | 9.45% |
| 4 | MASTERCARD INCORPORATED | $18.0M | 36000 | 9.30% |
| 5 | KKR & CO INC | $17.1M | 185000 | 8.85% |
| 6 | PULTE GROUP INC | $14.9M | 127000 | 7.72% |
| 7 | BOOKING HOLDINGS INC | $13.4M | 3175 | 6.91% |
| 8 | AMAZON COM INC | $13.3M | 64000 | 6.89% |
| 9 | ALPHABET INC | $12.9M | 45000 | 6.67% |
| 10 | COPART INC | $12.3M | 370000 | 6.35% |
| 11 | BROWN & BROWN INC | $12.1M | 186000 | 6.27% |
| 12 | HILTON WORLDWIDE HLDGS INC | $10.6M | 35000 | 5.50% |
| 13 | AUTOZONE INC | $8.3M | 2450 | 4.28% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.