Ticker Společnost Procento portfolia Poslední obchod Počet akcií Nakoupeno za cenu Velikost pozice Momentální cena akcie Návratnost 52 týdení minimum 52 týdení maximum
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

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