Holdings
| LOAR LOAR HOLDINGS INC | $2.64B | 46.9% | 37,427,917 | — | — | Held |
| LAD LITHIA MOTORS INC | $717.6M | 12.7% | 2,444,678 | +53,490 | +2.2% | Added |
| ABG ASBURY AUTOMOTIVE GROUP | $465.6M | 8.3% | 2,108,540 | — | — | Held |
| SGI SOMNIGROUP INTERNATIONAL INC | $350.0M | 6.2% | 5,845,246 | +2,245,246 | +62.4% | Added |
| GOOGL ALPHABET INC-CL A | $328.5M | 5.8% | 2,124,130 | — | — | Held |
| CPNG COUPANG INC | $285.5M | 5.1% | 13,017,964 | — | — | Held |
| WTW WILLIS TOWERS WATSON PLC | $243.6M | 4.3% | 720,779 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $227.5M | 4.0% | 394,755 | −162,997 | −29.2% | Reduced |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | $192.4M | 3.4% | 3,251,469 | — | — | Held |
| ET ENERGY TRANSFER LP | $115.4M | 2.0% | 6,205,777 | −11,628,545 | −65.2% | Reduced |
| UTE0 CANTALOUPE INC | $56.5M | 1.0% | 7,180,000 | — | — | Held |
| NUVB NUVATION BIO INC | $6.7M | 0.1% | 3,811,513 | — | — | Held |
| UHAL U-HAUL HOLDING CO | $2.4M | 0.0% | 36,401 | — | — | Held |
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.