Holdings
| LOAR LOAR HOLDINGS INC | $2.56B | 41.6% | 32,050,240 | — | — | Held |
| LAD LITHIA MOTORS INC | $787.0M | 12.8% | 2,490,534 | +45,856 | +1.9% | Added |
| ABG ASBURY AUTOMOTIVE GROUP | $526.9M | 8.5% | 2,155,492 | +46,952 | +2.2% | Added |
| GOOGL ALPHABET INC-CL A | $516.4M | 8.4% | 2,124,130 | — | — | Held |
| SGI SOMNIGROUP INTERNATIONAL INC | $492.9M | 8.0% | 5,845,246 | — | — | Held |
| CPNG COUPANG INC | $419.2M | 6.8% | 13,017,964 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $289.9M | 4.7% | 394,755 | — | — | Held |
| WTW WILLIS TOWERS WATSON PLC | $249.0M | 4.0% | 720,779 | — | — | Held |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | $165.5M | 2.7% | 3,251,469 | — | — | Held |
| ET ENERGY TRANSFER LP | $106.5M | 1.7% | 6,205,777 | — | — | Held |
| CRCL CIRCLE INTERNET GROUP INC | $36.5M | 0.6% | 275,000 | — | — | Held |
| NUVB NUVATION BIO INC | $14.1M | 0.2% | 3,811,513 | — | — | Held |
| UHAL U-HAUL HOLDING CO | $2.1M | 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.