- Subscribe
- Premium
- C-Suite
- Insiders
- M&A
- Gurus
- Spinoffs
- Buybacks
- More
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| LOAR | LOAR HOLDINGS INC | 47.15% | 128,200,960 | $10,334,279,384 | 96,150,720 | 300% | $80.61 | 13F |
| LAD | LITHIA MTRS INC | 13.2% | 9,962,136 | $2,893,900,888 | 7,471,602 | 300% | $290.49 | 13F |
| GOOGL | ALPHABET INC | 8.94% | 5,481,980 | $1,959,095,192 | 3,616,212 | 193.82% | $357.37 | 13F |
| SGI | SOMNIGROUP INTERNATIONAL INC | 8.3% | 23,195,104 | $1,818,496,152 | 17,396,328 | 300% | $78.4 | 13F |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 7.91% | 8,621,968 | $1,733,705,324 | 6,466,476 | 300% | $201.08 | 13F |
| CPNG | COUPANG INC | 4.13% | 52,071,856 | $904,488,140 | 39,053,892 | 300% | $17.37 | 13F |
| WTW | WILLIS TOWERS WATSON PLC LTD | 3.44% | 2,883,116 | $753,560,028 | 2,162,337 | 300% | $261.37 | 13F |
| UHALB | U HAUL HOLDING COMPANY | 3.42% | 13,005,876 | $750,439,044 | 9,754,407 | 300% | $57.7 | 13F |
| META | META PLATFORMS INC | 3.34% | 1,300,620 | $732,626,240 | 975,465 | 300% | $563.29 | 13F |
| NUVB | NUVATION BIO INC | 0.13% | 5,082,016 | $28,865,852 | 3,811,512 | 300% | $5.68 | 13F |
| UHAL | U HAUL HOLDING COMPANY | 0.04% | 145,604 | $9,528,324 | 109,203 | 300% | $65.44 | 13F |