Plymouth, MICIK 9091514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
133 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Texas Pacific Land Corporati | 475.1K | $136.46M | 4.8% | +321.7K | Added |
| 2 | Mastercard Incorporated | 227.5K | $129.89M | 4.5% | −50 | Reduced |
| 3 | Heico Corp New | 455.7K | $115.03M | 4.0% | 0 | Held |
| 4 | Api Group Corp |
| 2.84M |
| $108.84M |
| 3.8% |
| −250.0K |
| Reduced |
| 5 | Nvidia Corporation | 550.0K | $102.58M | 3.6% | −20.0K | Reduced |
| 6 | Roper Technologies Inc | 191.7K | $85.33M | 3.0% | 0 | Held |
| 7 | S&P Global Inc | 162.6K | $84.95M | 3.0% | 0 | Held |
| 8 | Texas Instrs Inc | 488.9K | $84.82M | 3.0% | 0 | Held |
| 9 | Lowes Cos Inc | 268.9K | $64.84M | 2.3% | −50 | Reduced |
| 10 | Accenture PLC Ireland | 236.9K | $63.57M | 2.2% | 0 | Held |
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