$221Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
CACC | CREDIT ACCEP CORP MICH | 19.88 | 80,000 | 44,124,000 | REDUCED | -9.09 | |
CCCS | CCC INTELLIGENT SOLUTIONS HL | 10.78 | 2,000,000 | 23,920,000 | ADDED | 51.02 | |
FERG | FERGUSON PLC NEW | 25.10 | 255,000 | 55,699,600 | REDUCED | -1.92 | |
GOOG | ALPHABET INC | 31.28 | 460,000 | 69,427,800 | REDUCED | -2.13 | |
NET | CLOUDFLARE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
PCOR | PROCORE TECHNOLOGIES INC | 12.96 | 350,000 | 28,759,500 | NEW |