Stocks Owned At One Point
39 POSITIONS ON RECORD
JEF Jefferies Financial Group Inc. SOLD (FULL)
AMZN Amazon.com, Inc. PURCHASE
DHR Danaher Corporation PURCHASE
CHD Church & Dwight Co., Inc. PURCHASE
PYPL PayPal Holdings, Inc. SOLD (FULL)
LMT Lockheed Martin Corporation SOLD (FULL)
BRBR BellRing Brands, Inc. SOLD (FULL)
KKR KKR & Co. Inc. PURCHASE
JPM JPMorgan Chase & Co. SOLD (FULL)
JNJ Johnson & Johnson SOLD (FULL)
KEYS Keysight Technologies, Inc. PURCHASE
SBUX Starbucks Corporation PURCHASE
GPN Global Payments Inc. PURCHASE
V Visa Inc. PURCHASE
MA Mastercard Incorporated PURCHASE
MKL Markel Corporation SOLD (FULL)
PGR The Progressive Corporation PURCHASE
AZO AutoZone, Inc. PURCHASE
WFC Wells Fargo & Company SOLD (FULL)
UL Unilever PLC SOLD (FULL)
ACGL Arch Capital Group Ltd. PURCHASE
AMT American Tower Corporation PURCHASE
ORLY O'Reilly Automotive, Inc. PURCHASE
POST Post Holdings, Inc. PURCHASE
SYK Stryker Corporation PURCHASE
GOOGL Alphabet Inc. SOLD (PARTIAL)
GOOG Alphabet Inc. SOLD (PARTIAL)
KMX CarMax, Inc. SOLD (FULL)
ITW Illinois Tool Works Inc. SOLD (FULL)
SSNC SS&C Technologies Holdings, Inc. SOLD (FULL)
DLTR Dollar Tree, Inc. SOLD (FULL)
BDX Becton, Dickinson and Company SOLD (FULL)
CL Colgate-Palmolive Company PURCHASE
MMM 3M Company SOLD (FULL)
DD DuPont de Nemours, Inc. SOLD (FULL)
DOW Dow Inc. SOLD (FULL)
KHC The Kraft Heinz Company SOLD (FULL)
USB U.S. Bancorp PURCHASE
BH Biglari Holdings Inc. SOLD (FULL)