Holdings
| MA MASTERCARD INC - A | $1.05B | 13.2% | 5,329,671 | +6,890 | +0.1% | Added |
| AMT AMERICAN TOWER CORP | $1.02B | 12.9% | 7,071,319 | +15,108 | +0.2% | Added |
| MCO MOODY'S CORP | $969.3M | 12.2% | 5,682,813 | −1,993 | −0.0% | Reduced |
| V VISA INC-CLASS A SHARES | $647.3M | 8.2% | 4,887,270 | — | — | Held |
| MKL MARKEL GROUP INC | $556.7M | 7.0% | 513,418 | +147 | +0.0% | Added |
| ORLY O'REILLY AUTOMOTIVE INC | $516.6M | 6.5% | 1,888,330 | −5,329 | −0.3% | Reduced |
| ROP ROPER TECHNOLOGIES INC | $430.3M | 5.4% | 1,559,634 | +3,715 | +0.2% | Added |
| DLTR DOLLAR TREE INC | $427.8M | 5.4% | 5,032,556 | +195,691 | +4.0% | Added |
| SBA COMMUNICATIONS CORP | $407.0M | 5.1% | 2,465,000 | — | — | Held |
| KMX CARMAX INC | $382.9M | 4.8% | 5,254,491 | +92,325 | +1.8% | Added |
| VRSK VERISK ANALYTICS INC | $273.9M | 3.5% | 2,544,553 | −25,379 | −1.0% | Reduced |
| 48R ENSTAR GROUP LTD | $273.0M | 3.4% | 1,317,002 | −87,882 | −6.3% | Reduced |
| KKR KKR & CO INC | $248.5M | 3.1% | 10,000,000 | +10,000,000 | — | New |
| UBNTEUR UBIQUITI NETWORKS INC | $227.1M | 2.9% | 2,680,000 | — | — | Held |
| DHR DANAHER CORP | $163.3M | 2.1% | 1,655,300 | — | — | Held |
| AMT TD AMERITRADE HOLDING CORP | $162.5M | 2.1% | 2,967,500 | −17,078 | −0.6% | Reduced |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $53.5M | 0.7% | 286,576 | −1,137 | −0.4% | Reduced |
| PRMWUSD PRIMO WATER CORP | $49.7M | 0.6% | 2,843,220 | +930,000 | +48.6% | Added |
| ALRM ALARM.COM HOLDINGS INC | $24.3M | 0.3% | 600,770 | +117,283 | +24.3% | Added |
| BVE DIAMOND HILL INVESTMENT GRP | $12.8M | 0.2% | 65,848 | −79,652 | −54.7% | Reduced |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $11.8M | 0.1% | 42 | — | — | Held |
| BOC BOSTON OMAHA CORP-CL A | $7.4M | 0.1% | 350,000 | — | — | Held |
| LAMR LAMAR ADVERTISING CO-A | $3.3M | 0.0% | 48,530 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| LKQ LKQ CORP | 3,150,000 | $119.5M |
| KKR & CO L P DEL | 4,800,000 | $97.4M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.