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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NYT | NEW YORK TIMES CO-A- | 1.14% | 484,424 | $33,899,992 | 484,424 | New | $69.98 | 13F |
| MSA | MSA SAFETY INC | 0.98% | 166,305 | $29,033,527 | 166,305 | New | $174.58 | 13F |
| WSO | WATSCO INC | 0.92% | 65,975 | $27,493,762 | 65,975 | New | $416.73 | 13F |
| VEEV | VEEVA SYSTEMS INC CL-A | 0.57% | 94,956 | $16,851,841 | 94,956 | New | $177.47 | 13F |
| AXP | AMERICAN EXPRESS CO | 0.53% | 46,702 | $15,753,986 | 46,702 | New | $337.33 | 13F |
| HWKN | HAWKINS INC | 0.45% | 94,954 | $13,492,963 | 94,954 | New | $142.1 | 13F |
| QQQ | INVESCO QQQ TR | 0.00968% | 391 | $287,932 | 391 | New | $736.4 | 13F |