Q3 2024 |
35 |
$210M |
+$4.47M |
-$2.82M |
+$1.65M |
META, BRKB, GOOGL, NU, ELV
|
13F-HR |
11/13/2024, 10:00 AM |
Q2 2024 |
32 |
$198M |
+$6.46M |
-$4.88M |
+$1.59M |
META, GOOGL, BRKB, NU, ELV
|
13F-HR |
8/2/2024, 01:18 PM |
Q1 2024 |
33 |
$191M |
+$6.54M |
-$11.5M |
-$4.92M |
GOOGL, BRKB, META, NU, ELV
|
13F-HR |
5/10/2024, 12:18 PM |
Q4 2023 |
35 |
$170M |
+$2.61M |
-$1.86M |
+$753K |
BRKB, META, GOOGL, ELV, NU
|
13F-HR |
2/13/2024, 04:21 PM |
Q3 2023 |
34 |
$152M |
+$5.06M |
-$1.61M |
+$3.45M |
BRKB, GOOGL, META, ELV, ORLY
|
13F-HR |
11/14/2023, 10:33 AM |
Q2 2023 |
34 |
$150M |
+$4.72M |
-$952K |
+$3.76M |
BRKB, GOOGL, META, ELV, ORLY
|
13F-HR |
8/11/2023, 01:04 PM |
Q1 2023 |
32 |
$132M |
+$7.35M |
-$2.32M |
+$5.03M |
BRKB, GOOGL, META, ELV, ORLY
|
13F-HR |
5/4/2023, 12:24 PM |
Q4 2022 |
34 |
$121M |
+$2.86M |
-$1.91M |
+$949K |
BRKB, ELV, GOOGL, LOW, ORLY
|
Restatement |
2/13/2023, 01:16 PM |
Q3 2022 |
34 |
$111M |
+$24M |
-$3.03M |
+$20.9M |
BRKB, ELV, GOOGL, LOW, CDW
|
13F-HR |
11/14/2022, 02:45 PM |
Q2 2022 |
25 |
$102M |
+$3.22M |
$0 |
+$3.22M |
BRKB, ELV, LOW, GOOGL, CDW
|
13F-HR |
8/3/2022, 10:56 AM |
Q1 2022 |
25 |
$117M |
+$1.03M |
$0 |
+$1.03M |
BRKB, ELV, LOW, CDW, GOOGL
|
13F-HR |
5/6/2022, 10:47 AM |
Q4 2021 |
25 |
$121M |
+$1.71M |
-$2.97M |
-$1.26M |
BRKB, LOW, ELV, CDW, META
|
13F-HR |
1/31/2022, 05:05 PM |
Q3 2021 |
25 |
$112M |
+$1.08M |
-$3.43M |
-$2.35M |
BRKB, LOW, ELV, META, CMCSA
|
13F-HR |
10/25/2021, 10:34 AM |
Q2 2021 |
26 |
$115M |
+$8.63M |
-$12.4M |
-$3.8M |
BRKB, LOW, ELV, META, CMCSA
|
13F-HR |
8/9/2021, 04:37 PM |
Q1 2021 |
25 |
$108M |
+$4.81M |
-$8.47M |
-$3.66M |
BRKB, LOW, ELV, BAC, META
|
13F-HR |
4/28/2021, 02:33 PM |
Q4 2020 |
29 |
$101M |
$0 |
$0 |
|
BRKB, LOW, ELV, META, CMCSA
|
13F-HR |
2/5/2021, 04:34 PM |