BRK.A
| Berkshire Hathaway Inc | | 715.500,00 | 90.380,43 | 14,46% | 1.632 |
|
TPL
| Texas Pacific Land Corporation | | 1.338,58 | 576,40 | 75,63% | 165.712 |
|
MKL
| Markel Group Inc | | 2.063,04 | 535,20 | 35,03% | 45.942 |
|
AZO
| AutoZone Inc | | 3.466,69 | 353,81 | 11,37% | 123.771 |
|
HUBS
| HubSpot Inc | | 778,05 | 318,05 | 69,14% | 475.705 |
|
SPOT
| Spotify Technology SA | | 619,34 | 295,35 | 91,16% | 2.070.062 |
|
FICO
| Fair Isaac Inc | | 1.887,30 | 287,41 | 17,96% | 164.516 |
|
UI
| Ubiquiti Inc | | 414,67 | 246,23 | 146,18% | 74.930 |
|
GHC
| Graham Holdings Company | | 939,73 | 240,72 | 34,44% | 14.090 |
|
NOW
| ServiceNow Inc | | 1.023,5875 | 238,19 | 30,33% | 1.270.560 |
|
GEV
| GE Vernova Inc | | 372,2075 | 209,13 | 128,24% | 2.967.394 |
|
BH.A
| Biglari Holdings Inc | | 1.132,00 | 197,00 | 21,07% | 248 |
|
GS
| Goldman Sachs Group Inc | | 657,9113 | 196,90 | 42,71% | 2.003.510 |
|
WTM
| White Moutains Insurance Group Ltd | | 1.971,59 | 196,39 | 11,06% | 11.984 |
|
PH
| Parker Hannifin Corp | | 691,60 | 181,60 | 35,61% | 608.069 |
|
BLK
| BlackRock Inc | | 1.006,589 | 172,07 | 20,62% | 616.266 |
|
RH
| RH | | 415,27 | 166,63 | 67,02% | 681.936 |
|
FIX
| Comfort Systems USA Inc | | 469,75 | 166,59 | 54,95% | 339.649 |
|
RDDT
| Reddit Inc | | 215,584 | 156,88 | 267,26% | 5.566.016 |
|
AMP
| Ameriprise Financial Inc | | 541,65 | 149,73 | 38,20% | 456.326 |
|
GPI
| Group 1 Automotive Inc | | 472,24 | 133,76 | 39,52% | 129.353 |
|
CVNA
| Carvana Co | | 263,95 | 125,94 | 91,25% | 3.075.660 |
|
EME
| EMCOR Group Inc | | 468,03 | 124,52 | 36,25% | 385.251 |
|
CPAY
| Corpay Inc | | 389,55 | 123,70 | 46,53% | 465.759 |
|
MA
| MasterCard Incorporated | | 566,99 | 123,18 | 27,76% | 2.470.543 |
|
RCL
| Royal Caribbean Group | | 268,8462 | 122,95 | 84,27% | 2.020.220 |
|
EAT
| Brinker International Inc | | 182,28 | 122,65 | 205,69% | 1.359.943 |
|
DE
| Deere and Co | | 464,98 | 117,49 | 33,81% | 1.276.152 |
|
DDS
| Dillards Inc | | 472,00 | 109,95 | 30,37% | 145.014 |
|
TDY
| Teledyne Technologies Inc | | 510,00 | 109,78 | 27,43% | 224.922 |
|
RL
| Ralph Lauren Corporation | | 271,55 | 109,62 | 67,70% | 681.892 |
|
AYI
| Acuity Brands Inc | | 328,72 | 105,97 | 47,57% | 273.545 |
|
LAD
| Lithia Motors Inc | | 381,89 | 104,17 | 37,51% | 289.373 |
|
VST
| Vistra Corp | | 169,64 | 99,15 | 140,66% | 7.060.027 |
|
GWW
| WW Grainger Inc | | 1.045,32 | 94,66 | 9,96% | 234.143 |
|
AGX
| Argan Inc | | 162,999 | 93,45 | 134,36% | 314.904 |
|
AXP
| American Express Company | | 320,15 | 93,19 | 41,06% | 2.546.608 |
|
V
| Visa Inc | | 347,7401 | 91,24 | 35,57% | 6.615.751 |
|
CRM
| Salesforce Inc | | 331,62 | 90,53 | 37,55% | 5.752.927 |
|
RBC
| RBC Bearings Incorporated | | 365,34 | 90,04 | 32,71% | 151.550 |
|
TWLO
| Twilio Inc | | 147,9813 | 87,77 | 145,78% | 2.576.493 |
|
CLS
| Celestica Inc | | 134,50 | 87,35 | 185,26% | 2.667.594 |
|
GTLS
| Chart Industries Inc | | 202,22 | 85,79 | 73,68% | 768.668 |
|
FLUT
| Flutter Entertainment PLC | | 266,12 | 84,94 | 46,88% | 1.786.463 |
|
PEN
| Penumbra Inc | | 261,50 | 84,04 | 47,36% | 394.012 |
|
CW
| Curtiss Wright Corp | | 350,93 | 83,10 | 31,03% | 264.029 |
|
XYZ
| Block Inc | | 86,10 | 83,10 | 2.770,00% | 467.457 |
|
SAP
| SAP SE | | 283,66 | 82,37 | 40,92% | 891.765 |
|
JPM
| JP Morgan Chase and Co | | 277,33 | 81,93 | 41,93% | 8.655.888 |
|
MSI
| Motorola Solutions Inc | | 482,10 | 80,74 | 20,12% | 748.176 |
|
WAT
| Waters Corp | | 410,95 | 80,08 | 24,20% | 422.041 |
|
NET
| Cloudflare Inc | | 158,60 | 79,93 | 101,60% | 2.516.114 |
|
DFS
| Discover Financial Services | | 202,72 | 79,80 | 64,92% | 1.414.359 |
|
CMI
| Cummins Inc | | 364,00 | 79,00 | 27,72% | 681.128 |
|
PIPR
| Piper Sandler Companies | | 319,36 | 78,83 | 32,77% | 100.418 |
|
LLY
| Eli Lilly and Co | | 867,58 | 78,58 | 9,96% | 3.561.103 |
|
SYK
| Stryker Corp | | 396,07 | 78,26 | 24,62% | 1.209.533 |
|
TDG
| Transdigm Group Incorporated | | 1.299,35 | 77,50 | 6,34% | 245.367 |
|
URI
| United Rentals | | 749,44 | 76,69 | 11,40% | 512.887 |
|
GWRE
| GuideWire Software Inc | | 217,67 | 76,23 | 53,90% | 1.013.050 |
|
WSM
| Williams Sonoma | | 211,50 | 76,15 | 56,26% | 1.821.256 |
|
HRI
| Herc Holdings Inc | | 209,39 | 75,10 | 55,92% | 294.138 |
|
COF
| Capital One Financial Corporation | | 206,45 | 75,08 | 57,15% | 2.684.482 |
|
AIT
| Applied Industrial Technologies Inc | | 267,72 | 74,87 | 38,82% | 270.365 |
|
IT
| Gartner Inc | | 534,45 | 73,75 | 16,01% | 354.783 |
|
FI
| Fiserv Inc | | 229,0258 | 73,54 | 47,29% | 2.540.710 |
|
ABG
| Asbury Automotive Group Inc | | 303,13 | 72,73 | 31,57% | 198.328 |
|
SNOW
| Snowflake Inc | | 185,9788 | 71,45 | 62,38% | 6.618.301 |
|
ACN
| Accenture Plc | | 387,36 | 70,36 | 22,20% | 2.386.559 |
|
TRGP
| Targa Resources Corporation | | 198,98 | 69,92 | 54,18% | 1.706.574 |
|
JBL
| Jabil Inc | | 168,00 | 69,49 | 70,54% | 1.371.738 |
|
IBM
| International Business Machines Corp | | 253,50 | 68,90 | 37,32% | 3.998.258 |
|
APO
| Apollo Global Management Inc | | 169,92 | 68,17 | 67,00% | 4.220.851 |
|
LRN
| Stride Inc | | 139,28 | 68,07 | 95,59% | 982.570 |
|
PWR
| Quanta Services Inc | | 311,08 | 68,06 | 28,01% | 920.444 |
|
SNA
| Snap on Inc | | 339,84 | 67,99 | 25,01% | 351.004 |
|
HLT
| Hilton Worldwide Holdings Inc New | | 270,39 | 66,32 | 32,50% | 1.424.832 |
|
FDS
| FactSet Research Systems Inc | | 469,28 | 66,29 | 16,45% | 279.814 |
|
KAI
| Kadant Inc | | 369,37 | 66,28 | 21,87% | 80.189 |
|
HD
| Home Depot Inc | | 414,4523 | 65,70 | 18,84% | 3.189.723 |
|
MSCI
| MSCI Inc | | 585,85 | 65,65 | 12,62% | 460.836 |
|
SHOP
| Shopify Inc | | 117,00 | 63,86 | 120,17% | 7.391.996 |
|
GDDY
| GoDaddy Inc | | 210,95 | 63,27 | 42,84% | 1.149.080 |
|
SE
| Sea Limited | | 122,45 | 62,52 | 104,32% | 4.028.955 |
|
RJF
| Raymond James Financial Inc | | 168,45 | 62,47 | 58,95% | 1.152.199 |
|
EVR
| Evercore Inc | | 285,37 | 62,37 | 27,97% | 316.588 |
|
LYV
| Live Nation Entertainment Inc | | 149,99 | 60,99 | 68,53% | 2.050.918 |
|
TSM
| Taiwan Semiconductor Manufacturing Co Ltd | | 210,98 | 60,46 | 40,17% | 14.459.612 |
|
CNR
| Core Natural Resources Inc | | 85,00 | 60,34 | 244,69% | 106.397 |
|
CAVA
| CAVA Group Inc | | 141,0187 | 60,02 | 74,10% | 2.856.333 |
|
BRK.B
| Berkshire Hathaway Inc | | 477,00 | 59,97 | 14,38% | 3.840.964 |
|
AON
| Aon PLC | | 384,72 | 59,94 | 18,46% | 964.084 |
|
EPAM
| EPAM Systems Inc | | 264,26 | 59,54 | 29,08% | 607.200 |
|
DRI
| Darden Restaurants Inc | | 200,43 | 58,52 | 41,24% | 1.252.519 |
|
FOUR
| Shift4 Payments Inc | | 120,07 | 58,26 | 94,26% | 1.550.263 |
|
ARES
| Ares Management Corporation | | 191,67 | 58,23 | 43,64% | 1.122.953 |
|
GRMN
| Garmin Ltd | | 219,85 | 58,21 | 36,01% | 814.849 |
|
MCO
| Moodys Corp | | 501,09 | 58,09 | 13,11% | 669.584 |
|
PJT
| PJT Partners Inc | | 176,98 | 57,99 | 48,74% | 208.876 |
|
WAB
| Wabtec Corp | | 207,49 | 57,01 | 37,89% | 1.028.821 |
|