Little Rock, ARCIK 13859254 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
192 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Oreilly Automotive Inc | 255.8K | $23.33M | 10.2% | −9.0K | Reduced |
| 2 | Union Pac Corp | 70.1K | $16.22M | 7.1% | −2.5K | Reduced |
| 3 | Dillards Inc | 24.3K | $14.75M | 6.4% | −852 | Reduced |
| 4 | Lennox Intl Inc |
| 24.3K |
| $11.81M |
| 5.1% |
| −852 |
| Reduced |
| 5 | Autozone Inc | 3.4K | $11.68M | 5.1% | −119 | Reduced |
| 6 | Hunt J B Trans Svcs Inc | 56.9K | $11.06M | 4.8% | −852 | Reduced |
| 7 | Murphy USA Inc | 24.3K | $9.82M | 4.3% | −852 | Reduced |
| 8 | Walmart Inc | 79.9K | $8.90M | 3.9% | −2.6K | Reduced |
| 9 | Home Depot Inc | 24.3K | $8.37M | 3.6% | −852 | Reduced |
| 10 | L3harris Technologies Inc | 24.3K | $7.14M | 3.1% | −852 | Reduced |
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