Holdings
| AMT AMERICAN TOWER CORP | $1.47B | 14.9% | 7,186,528 | −300 | −0.0% | Reduced |
| MA MASTERCARD INC - A | $1.41B | 14.3% | 5,327,599 | −316 | −0.0% | Reduced |
| MCO MOODY'S CORP | $1.11B | 11.3% | 5,682,156 | −215 | −0.0% | Reduced |
| V VISA INC-CLASS A SHARES | $848.2M | 8.6% | 4,887,270 | — | — | Held |
| ORLY O'REILLY AUTOMOTIVE INC | $697.0M | 7.1% | 1,887,238 | −97 | −0.0% | Reduced |
| ROP ROPER TECHNOLOGIES INC | $574.0M | 5.8% | 1,567,314 | −85 | −0.0% | Reduced |
| MKL MARKEL GROUP INC | $559.0M | 5.7% | 513,062 | −68 | −0.0% | Reduced |
| SBA COMMUNICATIONS CORP | $554.2M | 5.6% | 2,465,000 | — | — | Held |
| DLTR DOLLAR TREE INC | $546.2M | 5.5% | 5,086,395 | −220 | −0.0% | Reduced |
| KMX CARMAX INC | $527.8M | 5.4% | 6,077,981 | — | — | Held |
| VRSK VERISK ANALYTICS INC | $372.5M | 3.8% | 2,543,662 | −113 | −0.0% | Reduced |
| KKR KKR & CO INC | $322.3M | 3.3% | 12,753,600 | — | — | Held |
| UBNTEUR UBIQUITI NETWORKS INC | $277.6M | 2.8% | 2,111,375 | −568,625 | −21.2% | Reduced |
| DHR DANAHER CORP | $236.6M | 2.4% | 1,655,300 | — | — | Held |
| AMT TD AMERITRADE HOLDING CORP | $167.2M | 1.7% | 3,350,000 | — | — | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $61.0M | 0.6% | 286,129 | −117 | −0.0% | Reduced |
| PRMWUSD PRIMO WATER CORP | $37.5M | 0.4% | 3,049,100 | +190,421 | +6.7% | Added |
| ALRM ALARM.COM HOLDINGS INC | $32.1M | 0.3% | 600,770 | — | — | Held |
| 48R ENSTAR GROUP LTD | $23.8M | 0.2% | 136,400 | −319,047 | −70.1% | Reduced |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $13.4M | 0.1% | 42 | — | — | Held |
| BVE DIAMOND HILL INVESTMENT GRP | $8.0M | 0.1% | 56,694 | — | — | Held |
| BOC BOSTON OMAHA CORP-CL A | $5.6M | 0.1% | 242,396 | — | — | Held |
| GSHD GOOSEHEAD INSURANCE INC -A | $4.9M | 0.0% | 101,490 | +63,159 | +164.8% | Added |
| LAMR LAMAR ADVERTISING CO-A | $3.9M | 0.0% | 48,530 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| 2JE FOCUS FINANCIAL PARTNERS-A | 2,970,000 | $105.9M |
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.