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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| LAD | LITHIA MTRS INC | 11.8% | 2,391,188 | $603,655,411 | No Change | $252.45 | 13F | |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 9.39% | 2,108,540 | $480,473,010 | No Change | $227.87 | 13F | |
| GOOGL | ALPHABET INC | 7.36% | 2,067,195 | $376,539,569 | No Change | $182.15 | 13F | |
| META | META PLATFORMS INC | 6.12% | 620,547 | $312,892,208 | No Change | $504.22 | 13F | |
| ET | ENERGY TRANSFER L P | 5.66% | 17,834,322 | $289,272,703 | No Change | $16.22 | 13F | |
| CPNG | COUPANG INC | 5.33% | 13,017,964 | $272,726,346 | No Change | $20.95 | 13F | |
| UHALB | U HAUL HOLDING COMPANY | 4.16% | 3,545,220 | $212,784,104 | No Change | $60.02 | 13F | |
| WTW | WILLIS TOWERS WATSON PLC LTD | 3.69% | 720,779 | $188,945,007 | No Change | $262.14 | 13F | |
| TPX | TEMPUR SEALY INTL INC | 3.33% | 3,600,000 | $170,424,000 | No Change | $47.34 | 13F | |
| CWH | CAMPING WORLD HLDGS INC | 1.78% | 5,108,808 | $91,243,311 | No Change | $17.86 | 13F | |
| CTLP | CANTALOUPE INC | 0.93% | 7,180,000 | $47,388,000 | No Change | $6.6 | 13F | |
| NUVB | NUVATION BIO INC | 0.22% | 3,811,513 | $11,129,618 | No Change | $2.92 | 13F |