Chicago, ILCIK 21127341 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
6 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Carmax Inc | 540.0K | $20.87M | 22.6% | +540.0K | New Position |
| 2 | Constellation Brands Inc | 129.0K | $17.80M | 19.3% | +129.0K | New Position |
| 3 | Alphabet Inc | 50.1K | $15.72M | 17.1% | +50.1K | New Position |
| 4 |
| 75.0K |
| $13.76M |
| 14.9% |
| +75.0K |
| New Position |
| 5 | Check Point Software Tech Lt | 65.0K | $12.06M | 13.1% | +65.0K | New Position |
| 6 | Block H & R Inc | 275.0K | $11.98M | 13.0% | +275.0K | New Position |