Loading portfolio…
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MURPHY USA INC | $27.0M | 54746 | 17.18% |
| 2 | PROGRESSIVE CORP | $25.6M | 129026 | 16.25% |
| 3 | OREILLY AUTOMOTIVE INC | $18.9M | 204552 | 11.99% |
| 4 | HEICO CORP NEW | $11.7M | 55246 | 7.41% |
| 5 | NVIDIA CORPORATION | $11.4M | 65334 | 7.24% |
| 6 | ALPHABET INC | $11.2M | 38825 | 7.09% |
| 7 | SOMNIGROUP INTERNATIONAL INC | $10.5M | 142549 | 6.69% |
| 8 | AMAZON COM INC | $10.3M | 49371 | 6.53% |
| 9 | MICROSOFT CORP | $9.0M | 24240 | 5.70% |
| 10 | BUILDERS FIRSTSOURCE INC | $8.2M | 99387 | 5.20% |
| 11 | TEXAS PACIFIC LAND CORPORATI | $6.8M | 14369 | 4.33% |
| 12 | IES HOLDINGS INC | $4.1M | 8540 | 2.58% |
| 13 | OCTAVE SPECIALTY GROUP INC | $2.5M | 546569 | 1.61% |
| 14 | SLEEP NUMBER CORP | $287K | 159939 | 0.18% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.