Tampa, FLCIK 16980684 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
28 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Marriott Intl Inc New | 237.4K | $73.64M | 18.0% | −4.4K | Reduced |
| 2 | Markel Group Inc | 26.1K | $56.09M | 13.7% | −458 | Reduced |
| 3 | Roper Technologies Inc | 110.1K | $49.01M | 12.0% | +17.9K | Added |
| 4 | Progressive Corp |
| 194.2K |
| $44.22M |
| 10.8% |
| −3.0K |
| Reduced |
| 5 | Microsoft Corp | 70.6K | $34.14M | 8.3% | −1.3K | Reduced |
| 6 | Amazon Com Inc | 137.3K | $31.69M | 7.8% | −2.2K | Reduced |
| 7 | Autodesk Inc | 88.3K | $26.15M | 6.4% | −1.6K | Reduced |
| 8 | Lam Research Corp | 149.6K | $25.60M | 6.3% | −2.7K | Reduced |
| 9 | Anheuser Busch Inbev SA/NV | 301.1K | $19.28M | 4.7% | −5.5K | Reduced |
| 10 | Liberty Broadband Corp | 331.2K | $16.10M | 3.9% | +331.2K | New |
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