GREVENMACHER, N4
Allocation by class
Portfolio Concentration
Top 3 weight
20.7%
Top 10 weight
39.0%
Voting Authority Distribution
Total shares with voting rights: 32.27M
Full voting authority
21.45M
shares
Joint voting authority
0.00
shares
No voting authority
10.82M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 1.93M | SH | $126.70M 9.02% | 1.93M | 0.00 | 0.00 |
CREDIT ACCEP CORP MICHSOLE | COM | 140.74K | SH | $89.61M 6.38% | 140.74K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 149.64K | SH | $73.94M 5.26% | 149.64K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 165.42K | SH | $59.12M 4.21% | 164.92K | 0.00 | 500.00 |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 660K | SH | $57.45M 4.09% | 660K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 120.33K | SH | $39.36M 2.80% | 120.33K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 133.91K | SH | $28.00M 1.99% | 133.91K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 110.23K | SH | $27.97M 1.99% | 110.23K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 123.39K | SH | $24.69M 1.76% | 103.39K | 0.00 | 20K |
ELI LILLY & COSOLE | COM | 17.50K | SH | $20.99M 1.49% | 17.50K | 0.00 | 0.00 |
YUM CHINA HLDGS INCSOLE | COM | 520K | SH | $18.46M 1.31% | 520K | 0.00 | 0.00 |
H WORLD GROUP LTDSOLE | SPONSORED ADS | 430K | SH | $17.94M 1.28% | 430K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 13.50K | SH | $15.59M 1.11% | 13.50K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 42.53K | SH | $15.03M 1.07% | 42.53K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 44.35K | SH | $14.52M 1.03% | 44.35K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 19.00 | SH | $14.23M 1.01% | 19.00 | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 102.30K | SH | $13.96M 0.99% | 102.30K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 193.38K | SH | $13.95M 0.99% | 193.38K | 0.00 | 0.00 |
BARRICK MNG CORPSOLE | COM SHS | 430.25K | SH | $13.93M 0.99% | 405.25K | 0.00 | 25K |
ORACLE CORPSOLE | COM | 94.58K | SH | $13.86M 0.99% | 94.58K | 0.00 | 0.00 |
CAMECO CORPSOLE | COM | 135.65K | SH | $13.82M 0.98% | 135.65K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 136.08K | SH | $12.71M 0.90% | 136.08K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 80.13K | SH | $12.55M 0.89% | 80.13K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 35.67K | SH | $12.24M 0.87% | 35.67K | 0.00 | 0.00 |
GREEN BRICK PARTNERS INCSOLE | COM | 135K | SH | $10.81M 0.77% | 135K | 0.00 | 0.00 |