ATLANTA, GA
Allocation by class
Portfolio Concentration
Top 3 weight
25.0%
Top 10 weight
63.1%
Voting Authority Distribution
Total shares with voting rights: 2.16M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.16M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MARKELSOLE | STOCK | 11.05K | SH | $21.16M 9.12% | 0.00 | 0.00 | 11.05K |
BERKSHIRE HATHAWAY BSOLE | STOCK | 40.46K | SH | $19.39M 8.36% | 0.00 | 0.00 | 40.46K |
PHINIASOLE | STOCK | 255.52K | SH | $17.49M 7.54% | 0.00 | 0.00 | 255.52K |
CIGNASOLE | STOCK | 62.56K | SH | $16.69M 7.19% | 0.00 | 0.00 | 62.56K |
VONTIERSOLE | STOCK | 433.59K | SH | $15.38M 6.63% | 0.00 | 0.00 | 433.59K |
PARKER HANNIFINSOLE | STOCK | 15.58K | SH | $13.95M 6.01% | 0.00 | 0.00 | 15.58K |
DOLLAR GENERALSOLE | STOCK | 116.47K | SH | $13.83M 5.96% | 0.00 | 0.00 | 116.47K |
APPLESOLE | STOCK | 41.63K | SH | $10.57M 4.55% | 0.00 | 0.00 | 41.63K |
LABCORP HOLDINGSSOLE | STOCK | 39.09K | SH | $10.43M 4.49% | 0.00 | 0.00 | 39.09K |
FACTSET RESH SYS INCSOLE | STOCK | 34.83K | SH | $7.56M 3.26% | 0.00 | 0.00 | 34.83K |
HEINEKEN HOLDING NV ORDSOLE | STOCK | 105.18K | SH | $7.46M 3.21% | 0.00 | 0.00 | 105.18K |
HENRY SCHEINSOLE | STOCK | 98.88K | SH | $7.29M 3.14% | 0.00 | 0.00 | 98.88K |
CARMAXSOLE | STOCK | 172.21K | SH | $7.16M 3.09% | 0.00 | 0.00 | 172.21K |
ROPER TECHNOLOGIESSOLE | STOCK | 18.20K | SH | $6.44M 2.77% | 0.00 | 0.00 | 18.20K |
WOLTERS KLUWER NVSOLE | STOCK | 77.92K | SH | $5.82M 2.51% | 0.00 | 0.00 | 77.92K |
CHARTER COMMUNICATIONSSOLE | STOCK | 24.78K | SH | $5.35M 2.31% | 0.00 | 0.00 | 24.78K |
FISERVSOLE | STOCK | 93.36K | SH | $5.21M 2.24% | 0.00 | 0.00 | 93.36K |
BROWN-FORMAN BSOLE | STOCK | 196.28K | SH | $5.19M 2.24% | 0.00 | 0.00 | 196.28K |
AIRBNB ASOLE | STOCK | 39.60K | SH | $5.00M 2.16% | 0.00 | 0.00 | 39.60K |
DANAHERSOLE | STOCK | 18.89K | SH | $3.58M 1.54% | 0.00 | 0.00 | 18.89K |
LIBERTY BROADBAND CSOLE | STOCK | 69.87K | SH | $3.51M 1.51% | 0.00 | 0.00 | 69.87K |
AMERICAN EXPRESSSOLE | STOCK | 10.70K | SH | $3.24M 1.39% | 0.00 | 0.00 | 10.70K |
AKRE FOCUS ETFSOLE | STOCK | 40.06K | SH | $2.12M 0.91% | 0.00 | 0.00 | 40.06K |
WALMARTSOLE | STOCK | 8.33K | SH | $1.03M 0.45% | 0.00 | 0.00 | 8.33K |
IBMSOLE | STOCK | 4.19K | SH | $1.01M 0.44% | 0.00 | 0.00 | 4.19K |