Stocks Owned At One Point
20 POSITIONS ON RECORD
WAB Westinghouse Air Brake Technologies Corporation SOLD
TTC The Toro Company SOLD
JLL Jones Lang LaSalle Incorporated PURCHASE
MKL Markel Corporation PURCHASE
VIK Viking Holdings Ltd PURCHASE
RVTY Revvity, Inc. SOLD
LH Labcorp Holdings Inc. PURCHASE
PAYX Paychex, Inc. PURCHASE
CACI CACI International Inc PURCHASE
TDY Teledyne Technologies Incorporated SOLD
AOS A. O. Smith Corporation SOLD
FBIN Fortune Brands Innovations, Inc. PURCHASE
ENTG Entegris, Inc. PURCHASE
LYV Live Nation Entertainment, Inc. SOLD
CLH Clean Harbors, Inc. SOLD
TRMB Trimble Inc. SOLD
BRO Brown & Brown, Inc. SOLD
TSCO Tractor Supply Company PURCHASE
CNM Core & Main, Inc. PURCHASE
CDW CDW Corporation PURCHASE