Louisville, KYCIK 13414014 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
175 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bjs Whsl Club Hldgs Inc | 3.40M | $306.44M | 3.4% | +298.0K | Added |
| 2 | White Mtns Ins Group Ltd | 120.9K | $251.19M | 2.8% | +11.3K | Added |
| 3 | Lithia Mtrs Inc | 742.7K | $246.81M | 2.7% | +186.6K | Added |
| 4 | Berkshire Hathaway Inc Del |
| 447.9K |
| $225.15M |
| 2.5% |
| +48.1K |
| Added |
| 5 | Mcgrath Rentcorp | 2.13M | $223.62M | 2.5% | +64.6K | Added |
| 6 | Murphy USA Inc | 506.2K | $204.27M | 2.2% | +8.0K | Added |
| 7 | Corecivic Inc | 8.98M | $171.57M | 1.9% | +287.1K | Added |
| 8 | Assured Guaranty Ltd | 1.89M | $169.48M | 1.9% | +42.3K | Added |
| 9 | Unifirst Corp Mass | 865.0K | $166.86M | 1.8% | +75.5K | Added |
| 10 | Amrize Ltd | 2.88M | $155.94M | 1.7% | +597.5K | Added |
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