Cobleskill, NYCIK 8845664 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
92 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ross Stores Inc | 1.53M | $275.97M | 5.7% | −73.3K | Reduced |
| 2 | Amphenol Corp New | 1.67M | $225.12M | 4.7% | −384.4K | Reduced |
| 3 | Vulcan Matls Co | 666.7K | $190.15M | 4.0% | +1.0K | Added |
| 4 | Markel Group Inc |
| 88.3K |
| $189.74M |
| 4.0% |
| −122 |
| Reduced |
| 5 | Stryker Corporation | 525.4K | $184.65M | 3.8% | −59 | Reduced |
| 6 | Brookfield Corp | 3.84M | $176.34M | 3.7% | +1.27M | Added |
| 7 | Brown & Brown Inc | 2.18M | $174.03M | 3.6% | +27.1K | Added |
| 8 | Cdw Corp | 1.15M | $156.71M | 3.3% | +9.5K | Added |
| 9 | Trane Technologies PLC | 395.6K | $153.98M | 3.2% | −14.9K | Reduced |
| 10 | Fastenal Co | 3.75M | $150.59M | 3.1% | +1.5K | Added |
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