Disclosed positions
| KEYSIGHT TECHNOLOGIES INC | KEYS | COM | $34,530,555 | 98,639 | SH | None |
| FTAI AVIATION LTD | FTAI | SHS | $32,680,295 | 120,801 | SH | None |
| DEERE & CO | DE | COM | $29,205,188 | 46,041 | SH | None |
| CUMMINS INC | CMI | COM | $26,495,752 | 37,150 | SH | None |
| FEDERAL AGRIC MTG CORP | AGM | CL C | $20,764,532 | 104,203 | SH | None |
| TJX COS INC NEW | TJX | COM | $20,243,582 | 133,621 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $19,758,104 | 55,288 | SH | None |
| COPART INC | CPRT | COM | $18,161,238 | 644,244 | SH | None |
| CISCO SYS INC | CSCO | COM | $17,605,140 | 149,882 | SH | None |
| GENERAL DYNAMICS CORP | GD | COM | $14,865,327 | 41,964 | SH | None |
| WILLIAMS COS INC | WMB | COM | $14,846,590 | 199,712 | SH | None |
| NEW YORK TIMES CO MTN BE | NYT | CL A | $14,429,876 | 206,200 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $13,136,238 | 26,252 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $12,912,851 | 50,844 | SH | None |
| BANK OZK LITTLE ROCK ARK | OZK | COM | $12,619,636 | 242,266 | SH | None |
| CHUBB LIMITED | CB | COM | $11,508,494 | 33,775 | SH | None |
| LABCORP HOLDINGS INC | LH | COM SHS | $11,042,920 | 39,439 | SH | None |
| AMAZON COM INC | AMZN | COM | $10,773,445 | 45,202 | SH | None |
| A2Z CUST2MATE SOLUTIONS CORP | AZ | COM | $10,655,687 | 1,830,874 | SH | None |
| CANADIAN NATL RY CO | CNI | COM | $10,483,819 | 87,922 | SH | None |
| EAGLE MATLS INC | EXP | COM | $9,053,550 | 40,238 | SH | None |
| C H ROBINSON WORLDWIDE IN | CHRW | COM NEW | $5,767,159 | 30,621 | SH | None |
| EXPEDITORS INTL WASH INC | EXPD | COM | $3,712,195 | 22,777 | SH | None |
| INGREDION INC | INGR | COM | $1,879,994 | 19,850 | SH | None |
| HENRY JACK & ASSOC INC | JKHY | COM | $1,355,086 | 9,838 | SH | None |
| APPLE INC | AAPL | COM | $466,107 | 1,611 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $450,302 | 603 | SH | None |
| NRG ENERGY INC | NRG | COM NEW | $341,050 | 2,335 | SH | None |
| TESLA INC | TSLA | COM | $330,171 | 785 | SH | None |
| BIOHAVEN LTD | BHVN | COM | $297,600 | 20,000 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $290,306 | 730 | SH | None |
| INTERDIGITAL INC | IDCC | COM | $284,546 | 1,005 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.