Holdings
| LOAR LOAR HOLDINGS INC | $2.58B | 47.1% | 32,050,240 | — | — | Held |
| LAD LITHIA MOTORS INC | $723.5M | 13.2% | 2,490,534 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $489.8M | 8.9% | 1,370,495 | −495,273 | −26.5% | Reduced |
| SGI SOMNIGROUP INTERNATIONAL INC | $454.6M | 8.3% | 5,798,776 | — | — | Held |
| ABG ASBURY AUTOMOTIVE GROUP | $433.4M | 7.9% | 2,155,492 | — | — | Held |
| CPNG COUPANG INC | $226.1M | 4.1% | 13,017,964 | — | — | Held |
| WTW WILLIS TOWERS WATSON PLC | $188.4M | 3.4% | 720,779 | — | — | Held |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | $187.6M | 3.4% | 3,251,469 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $183.2M | 3.3% | 325,155 | — | — | Held |
| NUVB NUVATION BIO INC | $7.2M | 0.1% | 1,270,504 | — | — | 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.