| BRK.B |
Berkshire Hathaway CL B |
8.37 |
Nákup 1.12% |
462,807 |
$267.02 |
$123,579,000 |
$309.87 |
16.05% |
$259.85 |
$362.10 |
| AME |
Ametek Inc. |
6.50 |
Nákup 2.32% |
846,848 |
$113.41 |
$96,041,000 |
$142.50 |
25.65% |
$105.82 |
$147.01 |
| MKL |
Markel Corp. |
6.03 |
Nákup 2.02% |
82,153 |
$1084.22 |
$89,072,000 |
$1380.56 |
27.33% |
$1064.09 |
$1519.25 |
| SCHW |
Charles Schwab Corp. |
5.98 |
Nákup 2.92% |
1,228,551 |
$71.87 |
$88,296,000 |
$77.03 |
7.18% |
$58.83 |
$94.91 |
| GOOG |
Alphabet Inc. CL C |
5.82 |
Nákup 1.45% |
893,040 |
$96.15 |
$85,866,000 |
$99.26 |
3.23% |
$83.45 |
$152.10 |
| FIVE |
Five Below Inc. |
5.75 |
Nákup 1.16% |
616,382 |
$137.67 |
$84,857,000 |
$187.20 |
35.98% |
$109.49 |
$193.53 |
| KMX |
CarMax Inc. |
5.49 |
Nákup 2.56% |
1,227,537 |
$66.02 |
$81,042,000 |
$66.08 |
0.09% |
$52.10 |
$114.43 |
| HEI.A |
HEICO Corp. CL A |
5.16 |
Nákup 1.11% |
665,048 |
$114.62 |
$76,228,000 |
$129.73 |
13.18% |
$102.16 |
$134.57 |
| KEYS |
Keysight Technologies Inc. |
4.96 |
Nákup 1.55% |
465,237 |
$157.36 |
$73,210,000 |
$178.92 |
13.70% |
$127.93 |
$189.45 |
| V |
Visa Inc. |
4.33 |
Nákup 2.43% |
360,179 |
$177.65 |
$63,986,000 |
$224.31 |
26.27% |
$173.81 |
$233.54 |
| MTB |
M&T Bank Corp. |
3.61 |
Nákup 1.29% |
302,370 |
$176.32 |
$53,314,000 |
$153.69 |
-12.83% |
$138.43 |
$191.21 |
| PGR |
Progressive Corp. |
3.55 |
Prodej 22.10% |
450,924 |
$116.21 |
$52,402,000 |
$127.63 |
9.83% |
$100.48 |
$135.45 |
| NVR |
NVR Inc. |
3.43 |
Prodej 23.11% |
12,696 |
$3987.08 |
$50,620,000 |
$5024.07 |
26.01% |
$3576.01 |
$5569.80 |
| META |
Meta Platforms Inc. |
2.47 |
Nákup 1.76% |
268,430 |
$135.68 |
$36,421,000 |
$139.31 |
2.68% |
$88.09 |
$328.00 |
| EW |
Edwards Lifesciences Corp. |
2.41 |
Nákup 3.19% |
430,196 |
$82.63 |
$35,547,000 |
$79.29 |
-4.04% |
$67.13 |
$131.10 |
| FBIN |
Fortune Brands Innovations Inc. |
2.31 |
Nákup 2.79% |
635,395 |
$53.69 |
$34,114,000 |
$61.99 |
15.46% |
$49.51 |
$96.60 |
| SSNC |
SS&C Technologies Holdings Inc. |
2.31 |
Nákup 1.75% |
712,786 |
$47.75 |
$34,036,000 |
$56.30 |
17.91% |
$45.07 |
$81.63 |
| IBP |
Installed Building Products |
2.27 |
Nákup 1.49% |
413,974 |
$80.99 |
$33,528,000 |
$102.61 |
26.69% |
$68.96 |
$111.17 |
| ICE |
Intercontinental Exchange Inc. |
2.15 |
Nákup 1.80% |
350,613 |
$90.35 |
$31,678,000 |
$108.48 |
20.07% |
$88.28 |
$135.85 |
| FRC |
First Republic Bank |
1.94 |
Nákup 655.16% |
219,420 |
$130.55 |
$28,645,000 |
$136.18 |
4.31% |
$106.86 |
$180.69 |
| BAC |
Bank of America Corp. |
1.90 |
Nákup 0.23% |
931,088 |
$30.20 |
$28,119,000 |
$33.85 |
12.09% |
$29.14 |
$48.97 |
| CIEN |
Ciena Corp. |
1.87 |
Nákup 1.15% |
682,286 |
$40.43 |
$27,585,000 |
$50.29 |
24.39% |
$38.33 |
$71.06 |
| DIS |
Walt Disney Co. |
1.44 |
Nákup 1.02% |
225,258 |
$94.33 |
$21,249,000 |
$103.48 |
9.70% |
$84.07 |
$157.50 |
| GOOGL |
Alphabet Inc. |
1.30 |
Nákup 4.10% |
199,944 |
$95.65 |
$19,125,000 |
$98.00 |
2.46% |
$83.34 |
$151.55 |
| LULU |
Lululemon Athletica Inc. |
1.14 |
Nákup 1199.09% |
59,953 |
$279.55 |
$16,760,000 |
$312.80 |
11.89% |
$251.51 |
$410.70 |
| FND |
Floor & Decor Holdings |
1.12 |
Nákup 363.49% |
235,613 |
$70.26 |
$16,554,000 |
$83.69 |
19.11% |
$59.91 |
$112.79 |
| LFUS |
Littelfuse Inc. |
0.94 |
Nákup 1.08% |
69,928 |
$198.69 |
$13,894,000 |
$243.82 |
22.71% |
$191.71 |
$280.37 |
| SNBR |
Sleep Number Corp. |
0.88 |
Nákup 1.01% |
386,262 |
$33.81 |
$13,060,000 |
$32.95 |
-2.54% |
$23.61 |
$78.42 |
| ANET |
Arista Networks Inc. |
0.72 |
Nákup 3.76% |
93,983 |
$112.89 |
$10,610,000 |
$115.13 |
1.98% |
$89.12 |
$143.57 |
| ATHM |
Autohome Inc. |
0.67 |
Nákup 1.10% |
341,881 |
$28.76 |
$9,832,000 |
$37.57 |
30.63% |
$20.11 |
$40.89 |
| OZK |
Bank OZK |
0.57 |
Nákup 1.43% |
211,023 |
$39.56 |
$8,348,000 |
$43.13 |
9.02% |
$33.94 |
$48.11 |
| CACC |
Credit Acceptance Corp. |
0.49 |
Nákup 6.52% |
16,534 |
$438.01 |
$7,242,000 |
$406.97 |
-7.09% |
$358.00 |
$648.95 |
| MA |
Mastercard Inc. |
0.30 |
Nákup 3.31% |
15,507 |
$284.32 |
$4,409,000 |
$376.28 |
32.34% |
$276.42 |
$397.47 |
| ADI |
Analog Devices |
0.25 |
Nákup 2.95% |
26,135 |
$139.35 |
$3,642,000 |
$165.12 |
18.49% |
$132.89 |
$179.95 |
| BRK.A |
Berkshire Hathaway CL A |
0.22 |
|
8 |
$406500.00 |
$3,252,000 |
$469645.00 |
15.53% |
$393012.25 |
$544389.26 |
| JPM |
JPMorgan Chase & Co. |
0.20 |
Prodej 89.96% |
28,519 |
$104.49 |
$2,980,000 |
$135.08 |
29.28% |
$100.54 |
$155.31 |
| COHR |
Coherent Corp. |
0.18 |
Nákup 3.54% |
74,202 |
$34.85 |
$2,586,000 |
$42.74 |
22.64% |
$29.90 |
$75.05 |
| AAPL |
Apple Inc. |
0.14 |
|
14,638 |
$138.20 |
$2,023,000 |
$137.89 |
-0.22% |
$124.17 |
$178.58 |
| SPY |
SPDR S&P 500 ETF Trust |
0.12 |
Prodej 0.19% |
4,761 |
$357.28 |
$1,701,000 |
$395.88 |
10.80% |
$346.52 |
$456.11 |
| ODFL |
Old Dominion Freight Line |
0.07 |
|
4,067 |
$248.83 |
$1,012,000 |
$316.86 |
27.34% |
$231.07 |
$333.05 |
| MSFT |
Microsoft Corp. |
0.06 |
|
3,578 |
$232.81 |
$833,000 |
$240.19 |
3.17% |
$212.83 |
$313.66 |
| BN |
Brookfield Corp. |
0.05 |
Prodej 2.00% |
16,650 |
$40.90 |
$681,000 |
$36.27 |
-11.32% |
$30.54 |
$61.75 |
| CPRT |
Copart Inc. |
0.05 |
|
13,742 |
$53.19 |
$731,000 |
$63.47 |
19.33% |
$51.11 |
$67.79 |
| GLD |
SPDR Gold Trust |
0.04 |
|
4,265 |
$154.75 |
$660,000 |
$179.29 |
15.86% |
$150.57 |
$193.30 |
| NVO |
Novo Nordisk A S |
0.04 |
|
6,200 |
$99.68 |
$618,000 |
$141.10 |
41.55% |
$90.15 |
$141.11 |
| ROP |
Roper Technologies Inc. |
0.04 |
|
1,460 |
$359.59 |
$525,000 |
$441.59 |
22.80% |
$355.66 |
$485.92 |
| SBUX |
Starbucks Corp. |
0.04 |
Prodej 0.90% |
6,265 |
$84.28 |
$528,000 |
$105.00 |
24.58% |
$67.22 |
$107.60 |
| TJX |
TJX Companies Inc. |
0.04 |
|
9,197 |
$62.09 |
$571,000 |
$79.54 |
28.10% |
$53.22 |
$83.13 |
| TSM |
Taiwan Semiconductor S.A. |
0.04 |
|
8,240 |
$68.57 |
$565,000 |
$91.03 |
32.75% |
$59.09 |
$125.94 |
| BABA |
Alibaba Group Holdings |
0.03 |
Prodej 1.48% |
4,976 |
$79.98 |
$398,000 |
$119.86 |
49.86% |
$58.01 |
$129.40 |
| BOOT |
Boot Barn Holdings |
0.03 |
|
8,253 |
$58.40 |
$482,000 |
$72.95 |
24.91% |
$50.20 |
$105.66 |
| FAST |
Fastenal |
0.03 |
|
9,704 |
$46.06 |
$447,000 |
$48.98 |
6.34% |
$43.44 |
$59.62 |
| ITB |
Ishares U.S. Home Constructi |
0.03 |
Nákup 7.88% |
9,254 |
$52.09 |
$482,000 |
$65.69 |
26.11% |
$47.79 |
$71.45 |
| KNX |
Knight |
0.03 |
|
8,046 |
$48.97 |
$394,000 |
$56.46 |
15.30% |
$42.20 |
$58.72 |
| LEVI |
Levi Strauss & Co. |
0.03 |
|
32,939 |
$14.48 |
$477,000 |
$16.35 |
12.91% |
$13.46 |
$23.74 |
| SITE |
SiteOne Landscape Supply Inc. |
0.03 |
|
3,753 |
$104.18 |
$391,000 |
$135.89 |
30.44% |
$97.36 |
$191.65 |
| SLV |
iShares Silver Trust |
0.03 |
|
23,000 |
$17.52 |
$403,000 |
$22.02 |
25.68% |
$16.19 |
$24.90 |
| COST |
Costco Co. |
0.01 |
|
350 |
$471.43 |
$165,000 |
$480.28 |
1.88% |
$405.08 |
$609.12 |
| GIB |
CGI Inc. |
0.01 |
|
1,665 |
$75.08 |
$125,000 |
$87.27 |
16.24% |
$72.23 |
$89.11 |
| IYF |
Ishares Us Financials ETF |
0.01 |
|
3,110 |
$67.52 |
$210,000 |
$78.22 |
15.85% |
$65.69 |
$89.41 |
| LLY |
Eli Lilly & Co. |
0.01 |
|
432 |
$324.07 |
$140,000 |
$346.07 |
6.79% |
$229.54 |
$375.25 |
| RMD |
ResMed Inc. |
0.01 |
|
437 |
$217.39 |
$95,000 |
$234.73 |
7.98% |
$188.66 |
$260.79 |
| RBA |
Ritchie Bros. Auctioneers Inc. |
0.00 |
|
1,070 |
$62.62 |
$67,000 |
$60.17 |
-3.91% |
$48.03 |
$72.10 |
