$1.60Billion
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
CACC | CREDIT ACCEP CORP MICH | 12.59 | 365,750 | 201,729,000 | ADDED | 0.27 | |
CDW | CDW CORP | 0.16 | 10,240 | 2,619,190 | UNCHANGED | 0.00 | |
CPRT | COPART INC | 12.47 | 3,449,860 | 199,816,000 | UNCHANGED | 0.00 | |
FCNCA | FIRST CTZNS BANCSHARES INC N | 6.23 | 61,039 | 99,798,800 | UNCHANGED | 0.00 | |
GOOG | ALPHABET INC | 12.90 | 1,357,390 | 206,676,000 | UNCHANGED | 0.00 | |
HCA | HCA HEALTHCARE INC | 6.09 | 292,382 | 97,518,200 | REDUCED | -34.13 | |
HEI | HEICO CORP NEW | 5.89 | 613,088 | 94,378,800 | ADDED | 16.84 | |
KARO | KAROOOOO LTD | 3.45 | 2,206,160 | 55,286,200 | UNCHANGED | 0.00 | |
META | META PLATFORMS INC | 24.21 | 798,761 | 387,862,000 | REDUCED | -5.65 | |
NFLX | NETFLIX INC | 9.93 | 261,870 | 159,042,000 | REDUCED | -7.22 | |
PLUS | EPLUS INC | 6.08 | 1,239,170 | 97,324,300 | ADDED | 101 |