Disclosed positions
| OREILLY AUTOMOTIVE INC | ORLY | COM | $17,620,685 | 191,342 | SH | None |
| PALVELLA THERAPEUTICS INC NE | PVLA | COM | $13,194,937 | 86,343 | SH | None |
| FERGUSON ENTERPRISES INC | FERG | COMMON STOCK NEW | $11,413,200 | 48,090 | SH | None |
| VISA INC | V | COM CL A | $11,407,743 | 33,250 | SH | None |
| HILTON WORLDWIDE HLDGS INC | HLT | COM | $10,694,347 | 32,362 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $10,614,773 | 21,213 | SH | None |
| AUTOZONE INC | AZO | COM | $8,200,782 | 2,566 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $6,790,745 | 19,002 | SH | None |
| S&P GLOBAL INC | Unresolved | COM SHS | $6,657,479 | 16,347 | SH | None |
| LINDE PLC | LIN | SHS | $6,446,273 | 12,422 | SH | None |
| MEDLINE INC | MDLN | COM CL A | $6,198,824 | 157,171 | SH | None |
| SHERWIN WILLIAMS CO | SHW | COM | $5,719,155 | 16,610 | SH | None |
| COPART INC | CPRT | COM | $4,718,019 | 167,365 | SH | None |
| SPDR SERIES TRUST | BIL | ST STR BLO 1 ETF | $3,300,140 | 36,012 | SH | None |
| GALLAGHER ARTHUR J & CO | AJG | COM | $2,810,166 | 12,241 | 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. 1 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.