PALM BEACH, FL
Allocation by class
Portfolio Concentration
Top 3 weight
49.0%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 367.60K
Full voting authority
367.60K
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TRANSDIGM GROUP INCSOLE | COM | 19.60K | SH | $22.72M 16.37% | 19.60K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 52K | SH | $22.68M 16.35% | 52K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 79.50K | SH | $22.56M 16.26% | 79.50K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 45K | SH | $22.48M 16.20% | 45K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 106.50K | SH | $22.18M 15.98% | 106.50K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 44K | SH | $16.29M 11.74% | 44K | 0.00 | 0.00 |
MARTIN MARIETTA MATLS INCSOLE | COM | 8K | SH | $4.71M 3.39% | 8K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 11K | SH | $4.68M 3.37% | 11K | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 1K | SH | $320.6K 0.23% | 1K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | COM | 1K | SH | $162.4K 0.12% | 1K | 0.00 | 0.00 |