Charlottesville, VACIK 19861964 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
14 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Oreilly Automotive Inc | 247.5K | $22.57M | 17.5% | −1.1K | Reduced |
| 2 | Ferguson Enterprises Inc | 59.2K | $13.19M | 10.2% | −301 | Reduced |
| 3 | Autozone Inc | 3.8K | $12.74M | 9.9% | −18 | Reduced |
| 4 | Hilton Worldwide Hldgs Inc |
| 44.2K |
| $12.69M |
| 9.9% |
| −220 |
| Reduced |
| 5 | Berkshire Hathaway Inc Del | 25.2K | $12.66M | 9.8% | −114 | Reduced |
| 6 | Palvella Therapeutics Inc Ne | 91.6K | $9.59M | 7.4% | +1 | Added |
| 7 | Visa Inc | 26.9K | $9.42M | 7.3% | −100 | Reduced |
| 8 | Cdw Corp | 64.9K | $8.84M | 6.9% | −308 | Reduced |
| 9 | Servicenow Inc | 53.3K | $8.17M | 6.3% | +42.5K | Added |
| 10 | S&P Global Inc | 13.1K | $6.83M | 5.3% | −61 | Reduced |
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