BRK.A
| Berkshire Hathaway Inc | | 680.750,00 | 126.865,00 | 22,90% | 6.571 |
|
NVR
| NVR Inc | | 8.265,00 | 1.345,00 | 19,44% | 19.358 |
|
FICO
| Fair Isaac Inc | | 2.090,98 | 938,47 | 81,43% | 166.745 |
|
AZO
| AutoZone Inc | | 3.253,47 | 615,91 | 23,35% | 137.496 |
|
TPL
| Texas Pacific Land Corporation | | 1.133,1195 | 591,13 | 109,07% | 118.020 |
|
WTM
| White Moutains Insurance Group Ltd | | 1.923,32 | 426,33 | 28,48% | 10.850 |
|
BH.A
| Biglari Holdings Inc | | 1.275,69 | 423,72 | 49,73% | 144 |
|
NOW
| ServiceNow Inc | | 1.091,25 | 387,18 | 54,99% | 1.249.619 |
|
MKL
| Markel Group Inc | | 1.727,20 | 322,20 | 22,93% | 43.437 |
|
TDG
| Transdigm Group Incorporated | | 1.276,15 | 284,21 | 28,65% | 225.281 |
|
GWW
| WW Grainger Inc | | 1.092,96 | 274,53 | 33,54% | 232.985 |
|
SPOT
| Spotify Technology SA | | 461,06 | 270,82 | 142,36% | 2.029.002 |
|
EME
| EMCOR Group Inc | | 465,8205 | 247,62 | 113,48% | 423.869 |
|
FIX
| Comfort Systems USA Inc | | 438,4405 | 231,47 | 111,84% | 354.382 |
|
BLK
| BlackRock Inc | | 1.028,69 | 229,59 | 28,73% | 584.220 |
|
UI
| Ubiquiti Inc | | 343,53 | 203,87 | 145,98% | 78.380 |
|
GHC
| Graham Holdings Company | | 877,8305 | 201,83 | 29,86% | 14.983 |
|
GEV
| GE Vernova Inc | | 343,00 | 200,11 | 140,04% | 3.488.362 |
|
TYL
| Tyler Technologies Corp | | 605,42 | 192,53 | 46,63% | 232.220 |
|
LLY
| Eli Lilly and Co | | 767,76 | 192,34 | 33,43% | 3.143.150 |
|
PH
| Parker Hannifin Corp | | 647,20 | 188,26 | 41,02% | 626.109 |
|
LII
| Lennox International Inc | | 628,28 | 186,93 | 42,35% | 268.008 |
|
GS
| Goldman Sachs Group Inc | | 567,00 | 186,01 | 48,82% | 2.168.851 |
|
CVNA
| Carvana Co | | 225,00 | 165,95 | 281,03% | 4.661.782 |
|
MSI
| Motorola Solutions Inc | | 470,25 | 158,30 | 50,75% | 690.171 |
|
HUBS
| HubSpot Inc | | 719,00 | 157,64 | 28,08% | 573.324 |
|
MUSA
| Murphy USA Inc | | 519,9905 | 156,14 | 42,91% | 191.003 |
|
URI
| United Rentals | | 722,64 | 154,64 | 27,23% | 540.825 |
|
AMP
| Ameriprise Financial Inc | | 532,1205 | 154,00 | 40,73% | 464.298 |
|
TT
| Trane Technologies plc | | 377,11 | 136,05 | 56,44% | 1.100.705 |
|
CW
| Curtiss Wright Corp | | 354,22 | 132,38 | 59,67% | 225.547 |
|
MCK
| McKesson Corporation | | 579,74 | 129,74 | 28,83% | 807.637 |
|
KNSL
| Kinsale Capital Group Inc | | 466,66 | 129,74 | 38,51% | 171.428 |
|
RDDT
| Reddit Inc | | 171,40 | 124,40 | 264,68% | 5.180.263 |
|
GPI
| Group 1 Automotive Inc | | 419,9905 | 119,99 | 40,00% | 132.027 |
|
PIPR
| Piper Sandler Companies | | 297,75 | 119,87 | 67,39% | 103.480 |
|
RCL
| Royal Caribbean Group | | 239,01 | 115,61 | 93,69% | 2.315.584 |
|
AXP
| American Express Company | | 298,65 | 113,30 | 61,13% | 2.824.194 |
|
PWR
| Quanta Services Inc | | 328,41 | 111,80 | 51,61% | 891.281 |
|
EVR
| Evercore Inc | | 275,84 | 109,16 | 65,49% | 332.450 |
|
CMI
| Cummins Inc | | 351,38 | 107,26 | 43,94% | 1.376.911 |
|
HUBB
| Hubbell Incorporated | | 426,80 | 103,44 | 31,99% | 428.130 |
|
MA
| MasterCard Incorporated | | 528,06 | 103,31 | 24,32% | 2.443.311 |
|
VST
| Vistra Corp | | 140,40 | 102,87 | 274,10% | 6.569.946 |
|
CRS
| Carpenter Technology Corp | | 171,00 | 101,95 | 147,65% | 586.856 |
|
AYI
| Acuity Brands Inc | | 302,70 | 100,57 | 49,76% | 253.195 |
|
ETN
| Eaton Corp New | | 338,12 | 100,14 | 42,08% | 2.032.500 |
|
BURL
| Burlington Stores Inc | | 285,25 | 98,79 | 52,98% | 895.039 |
|
GDDY
| GoDaddy Inc | | 205,4105 | 98,02 | 91,28% | 1.425.995 |
|
TSM
| Taiwan Semiconductor Manufacturing Co Ltd | | 198,2101 | 95,51 | 93,00% | 14.629.652 |
|
EAT
| Brinker International Inc | | 136,32 | 94,69 | 227,46% | 1.392.095 |
|
SAP
| SAP SE | | 247,825 | 94,42 | 61,54% | 797.364 |
|
AGX
| Argan Inc | | 139,33 | 93,65 | 205,01% | 176.985 |
|
TRGP
| Targa Resources Corporation | | 178,00 | 91,77 | 106,42% | 1.641.764 |
|
BRK.B
| Berkshire Hathaway Inc | | 453,20 | 91,42 | 25,27% | 3.609.419 |
|
DECK
| Deckers Outdoor | | 210,00 | 91,38 | 77,04% | 793.567 |
|
RH
| RH | | 398,26 | 89,96 | 29,18% | 715.045 |
|
CACI
| CACI International Inc | | 402,72 | 86,31 | 27,28% | 133.392 |
|
CRM
| Salesforce Inc | | 346,44 | 84,78 | 32,40% | 6.318.893 |
|
RL
| Ralph Lauren Corporation | | 229,90 | 84,53 | 58,15% | 835.159 |
|
PGR
| Progressive Corporation | | 240,27 | 82,73 | 52,51% | 2.431.420 |
|
WSM
| Williams Sonoma | | 183,01 | 82,43 | 81,95% | 1.389.384 |
|
GRMN
| Garmin Ltd | | 208,70 | 81,95 | 64,65% | 841.423 |
|
RACE
| Ferrari NV | | 426,93 | 80,43 | 23,21% | 284.142 |
|
BH
| Biglari Holdings Inc | | 250,68 | 78,90 | 45,93% | 3.228 |
|
CAVA
| CAVA Group Inc | | 119,50 | 78,60 | 192,18% | 2.757.415 |
|
VMI
| Valmont Industries | | 308,21 | 78,26 | 34,03% | 149.788 |
|
MCO
| Moodys Corp | | 469,08 | 77,98 | 19,94% | 718.499 |
|
APO
| Apollo Global Management Inc | | 171,03 | 76,83 | 81,56% | 2.860.792 |
|
SE
| Sea Limited | | 111,00 | 74,40 | 203,28% | 5.390.627 |
|
CAT
| Caterpillar Inc | | 366,04 | 74,11 | 25,39% | 2.523.156 |
|
DKS
| Dicks Sporting Goods Inc | | 218,76 | 73,49 | 50,59% | 1.100.909 |
|
FI
| Fiserv Inc | | 206,05 | 72,91 | 54,76% | 2.511.923 |
|
VRT
| Vertiv Holdings LLC | | 121,25 | 72,39 | 148,16% | 7.865.551 |
|
SYK
| Stryker Corp | | 364,60 | 72,35 | 24,76% | 1.244.040 |
|
BOOT
| Boot Barn Holdings Inc | | 148,57 | 71,62 | 93,07% | 761.067 |
|
GWRE
| GuideWire Software Inc | | 176,03 | 71,60 | 68,56% | 745.339 |
|
HLT
| Hilton Worldwide Holdings Inc New | | 249,42 | 70,80 | 39,64% | 1.515.140 |
|
GKOS
| Glaukos Corporation | | 151,50 | 70,28 | 86,53% | 576.356 |
|
JLL
| Jones Lang LaSalle Inc | | 252,74 | 70,08 | 38,37% | 283.966 |
|
JPM
| JP Morgan Chase and Co | | 237,91 | 69,76 | 41,49% | 8.876.281 |
|
GE
| GE Aerospace | | 169,20 | 69,12 | 69,06% | 5.677.111 |
|
BMA
| Banco Macro SA | | 96,86 | 68,87 | 246,05% | 350.601 |
|
AON
| Aon PLC | | 358,97 | 67,99 | 23,37% | 1.169.508 |
|
KAI
| Kadant Inc | | 347,0705 | 67,74 | 24,25% | 83.461 |
|
WAB
| Wabtec Corp | | 193,03 | 67,32 | 53,55% | 1.060.970 |
|
CLS
| Celestica Inc | | 96,32 | 67,21 | 230,88% | 2.222.230 |
|
AIT
| Applied Industrial Technologies Inc | | 240,5805 | 66,36 | 38,09% | 282.427 |
|
CSL
| Carlisle Companies Inc | | 378,27 | 66,32 | 21,26% | 319.821 |
|
PRI
| Primerica Inc | | 271,5005 | 66,11 | 32,19% | 150.089 |
|
ANF
| Abercrombie and Fitch Co | | 155,82 | 65,52 | 72,56% | 1.695.339 |
|
TKO
| Tko Group Holdings Inc | | 143,54 | 64,53 | 81,67% | 1.043.469 |
|
DFS
| Discover Financial Services | | 174,36 | 64,07 | 58,09% | 1.625.365 |
|
ORCL
| Oracle Corp | | 170,00 | 64,05 | 60,45% | 8.249.433 |
|
IBM
| International Business Machines Corp | | 224,95 | 63,72 | 39,52% | 4.129.952 |
|
MTZ
| MasTec Inc | | 136,47 | 63,64 | 87,38% | 844.929 |
|
KKR
| KKR and Company Inc | | 147,58 | 63,32 | 75,15% | 4.149.379 |
|
MSCI
| MSCI Inc | | 604,80 | 63,08 | 11,64% | 524.689 |
|
PKG
| Packaging Corp | | 226,80 | 62,84 | 38,33% | 599.219 |
|
BMI
| Badger Meter Inc | | 217,00 | 62,77 | 40,70% | 179.356 |
|