Location: Toronto, Ontario, Canada
CIK: 0001705712 · Show all filings
Period: Q4 2020 (← Previous) (Next →)
Filing Date: Feb 11, 2021
Total Value: $266M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| IRDM | Iridium Communications Inc. | 2,447,123 | $96.23M | 36.1% | $9.84 | +219.5% | Common | 46269C102 |
| HEI/A | Heico Corp new | 507,024 | $59.35M | 22.3% | $42.14 | +156.4% | Cl A | 422806208 |
| KMX | Carmax Inc | 452,381 | $42.73M | 16.0% | $64.22 | +46.0% | Common | 143130102 |
| — | Stericycle Inc. | 542,062 | $37.58M | 14.1% | $62.64 | — | Common | 858912108 |
| PII | Polaris Inc. | 318,830 | $30.38M | 11.4% | $76.21 | +25.6% | Common | 731068102 |
| — | Berkshire Hathaway Inc | 7 | $2,000 | 0.0% | $285.71 | — | Cl B New | 846707020 |