Holdings
| AMT AMERICAN TOWER CORP | $1.65B | 15.1% | 7,186,212 | −280 | −0.0% | Reduced |
| MA MASTERCARD INC - A | $1.59B | 14.6% | 5,326,849 | −295 | −0.0% | Reduced |
| MCO MOODY'S CORP | $1.35B | 12.4% | 5,681,643 | −160 | −0.0% | Reduced |
| V VISA INC-CLASS A SHARES | $918.3M | 8.4% | 4,887,270 | — | — | Held |
| ORLY O'REILLY AUTOMOTIVE INC | $827.0M | 7.6% | 1,886,926 | −148 | −0.0% | Reduced |
| SBAC SBA COMMUNICATIONS CORP | $594.0M | 5.4% | 2,465,000 | — | — | Held |
| KMX CARMAX INC | $591.6M | 5.4% | 6,747,651 | +462,300 | +7.4% | Added |
| MKL MARKEL GROUP INC | $586.2M | 5.4% | 512,764 | −201 | −0.0% | Reduced |
| ROP ROPER TECHNOLOGIES INC | $555.1M | 5.1% | 1,567,132 | −70 | −0.0% | Reduced |
| DLTR DOLLAR TREE INC | $478.2M | 4.4% | 5,084,880 | −1,031 | −0.0% | Reduced |
| VRSK VERISK ANALYTICS INC | $379.9M | 3.5% | 2,544,142 | −60 | −0.0% | Reduced |
| KKR KKR & CO INC | $372.1M | 3.4% | 12,754,820 | — | — | Held |
| BROOKFIELD ASSET MGMT INC | $361.3M | 3.3% | 6,250,000 | +925,775 | +17.4% | Added |
| DHR DANAHER CORP | $254.1M | 2.3% | 1,655,300 | — | — | Held |
| CSGP COSTAR GROUP INC | $149.6M | 1.4% | 250,000 | +250,000 | — | New |
| ALRM ALARM.COM HOLDINGS INC | $69.1M | 0.6% | 1,607,502 | +239,662 | +17.5% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $64.6M | 0.6% | 285,342 | −1,065 | −0.4% | Reduced |
| AKX ANSYS INC | $42.1M | 0.4% | 163,740 | +163,740 | — | New |
| PRMWUSD PRIMO WATER CORP | $36.2M | 0.3% | 3,222,200 | +165,100 | +5.4% | Added |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $14.3M | 0.1% | 42 | — | — | Held |
| GSHD GOOSEHEAD INSURANCE INC -A | $7.3M | 0.1% | 172,168 | +70,678 | +69.6% | Added |
| OLLI OLLIE'S BARGAIN OUTLET HOLDI | $7.0M | 0.1% | 106,437 | +6,437 | +6.4% | Added |
| LAMR LAMAR ADVERTISING CO-A | $4.3M | 0.0% | 48,530 | — | — | Held |
| DSGX DESCARTES SYSTEMS GRP | $2.1M | 0.0% | 50,000 | — | — | Held |
| CLNSEUR COLONY CAPITAL INC | $47K | 0.0% | 10,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| 48R ENSTAR GROUP LTD | 2,890 | $549K |
| BOC BOSTON OMAHA CORP-CL A | 21,483 | $426K |
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.