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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| HGTY | Hagerty, Inc. | 7.59% | 79,380,264 | $1,075,602,577 | 76,272,264 | 2454.06% | 13D | |
| V | VISA INC | 2.45% | 1,013,912 | $347,863,069 | 9,581 | 0.95% | $343.09 | 13F |
| HD | HOME DEPOT INC | 2.30% | 922,500 | $325,347,299 | 2,500 | 0.27% | $352.68 | 13F |
| WSO | WATSCO INC | 1.76% | 597,750 | $249,100,359 | 15,581 | 2.68% | $416.73 | 13F |
| LOW | LOWES COS INC | 1.17% | 751,980 | $165,804,070 | 13,500 | 1.83% | $220.49 | 13F |
| FNV | FRANCO NEV CORP | 1.14% | 773,500 | $161,228,340 | 65,000 | 9.17% | $208.44 | 13F |
| SCHW | SCHWAB CHARLES CORP | 0.91% | 1,394,800 | $128,698,196 | 11,000 | 0.79% | $92.27 | 13F |
| LIN | LINDE PLC | 0.79% | 215,600 | $111,883,464 | 11,000 | 5.38% | $518.94 | 13F |
| NVR | NVR INC | 0.58% | 12,097 | $82,421,700 | 10 | 0.08% | $6813.4 | 13F |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 0.51% | 974,361 | $72,891,947 | 11,000 | 1.14% | $74.81 | 13F |
| ROL | ROLLINS INC | 0.45% | 1,516,525 | $63,299,755 | 18,500 | 1.23% | $41.74 | 13F |
| TSN | TYSON FOODS INC | 0.37% | 913,500 | $52,297,875 | 24,000 | 2.7% | $57.25 | 13F |
| UNP | UNION PAC CORP | 0.31% | 161,028 | $43,799,616 | 10,750 | 7.15% | $272 | 13F |
| FERG | FERGUSON ENTERPRISES INC | 0.30% | 180,200 | $42,766,866 | 9,500 | 5.57% | $237.33 | 13F |
| MELI | MERCADOLIBRE INC | 0.29% | 24,000 | $40,737,361 | 18,550 | 340.37% | $1697.39 | 13F |
| MAR | MARRIOTT INTL INC NEW | 0.26% | 99,500 | $36,873,706 | 5,750 | 6.13% | $370.59 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.26% | 73,100 | $36,649,416 | 6,000 | 8.94% | $501.36 | 13F |
| HCA | HCA HEALTHCARE INC | 0.23% | 84,366 | $32,893,460 | 1,936 | 2.35% | $389.89 | 13F |
| CSX | CSX CORP | 0.20% | 584,500 | $27,781,285 | 54,500 | 10.28% | $47.53 | 13F |
| APD | AIR PRODUCTS AND CHEMICALS I | 0.18% | 88,500 | $25,946,430 | 13,000 | 17.22% | $293.18 | 13F |
| EPD | ENTERPRISE PRODS PARTNERS L | 0.15% | 569,000 | $20,916,440 | 367,000 | 181.68% | $36.76 | 13F |
| OTIS | OTIS WORLDWIDE CORP | 0.07% | 133,620 | $9,567,192 | 19,000 | 16.58% | $71.6 | 13F |
| XOM | EXXON MOBIL CORP | 0.05% | 56,100 | $7,669,992 | 9,100 | 19.36% | $136.72 | 13F |
| CP | CANADIAN PACIFIC KANSAS CITY | 0.04% | 73,000 | $6,325,450 | 13,500 | 22.69% | $86.65 | 13F |
| WY | WEYERHAEUSER CO | 0.02% | 120,000 | $2,872,800 | 102,500 | 585.71% | $23.94 | 13F |