CHICAGO, IL
Allocation by class
Portfolio Concentration
Top 3 weight
57.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.40M
Full voting authority
1.40M
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 |
|---|---|---|---|---|---|---|---|
CARMAX INCSOLE | COM | 540K | SH | $22.45M 21.98% | 540K | 0.00 | 0.00 |
CONSTELLATION BRANDS INCSOLE | CL A | 140K | SH | $21.00M 20.56% | 140K | 0.00 | 0.00 |
BLOCK H & R INCSOLE | COM | 490K | SH | $15.55M 15.23% | 490K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 75K | SH | $14.47M 14.17% | 75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 50.10K | SH | $14.37M 14.07% | 50.10K | 0.00 | 0.00 |
CHECK POINT SOFTWARE TECHNOLOGY LTSOLE | ORD | 100K | SH | $14.29M 13.99% | 100K | 0.00 | 0.00 |