Location: Toronto, Ontario, Canada
CIK: 0001705712 · Show all filings
Period: Q1 2021 (← Previous) (Next →)
Filing Date: May 13, 2021
Total Value: $284M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| IRDM | Iridium Communications Inc. | 2,402,543 | $99.11M | 34.9% | $9.84 | +345.0% | Common | 46269C102 |
| KMX | Carmax Inc | 446,811 | $59.27M | 20.9% | $64.22 | +89.6% | Common | 143130102 |
| HEI/A | Heico Corp new | 413,585 | $46.98M | 16.6% | $42.14 | +174.3% | Cl A | 422806208 |
| PII | Polaris Inc. | 315,210 | $42.08M | 14.8% | $76.21 | +59.9% | Common | 731068102 |
| — | Stericycle Inc. | 537,952 | $36.32M | 12.8% | $62.64 | — | Common | 858912108 |
| BRK/B | Berkshire Hathaway Inc | 7 | $2,000 | 0.0% | $242.84 | 0.0% | Cl B New | 084670702 |