| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RAVEN INDS INC | 579,297 | 14,598,000 | 13.29% | ||
| 2 | MICROSOFT CORP | 233,053 | 14,482,000 | 13.18% | ||
| 3 | RITCHIE BROS AUCTIONEERS | 408,418 | 13,886,000 | 12.64% | ||
| 4 | QUALCOMM INC | 188,947 | 12,319,000 | 11.21% | ||
| 5 | APPLE INC | 89,078 | 10,317,000 | 9.39% | ||
| 6 | LANDSTAR SYS INC COM | 104,437 | 8,908,000 | 8.11% | ||
| 7 | C H ROBINSON WORLDWIDE INC | 120,721 | 8,844,000 | 8.05% | ||
| 8 | BERKSHIRE HATHAWAY INC DEL | 47,982 | 7,820,000 | 7.12% | ||
| 9 | PROGRESSIVE CORP OHIO | 154,062 | 5,469,000 | 4.98% | ||
| 10 | COSTCO WHSL CORP NEW | 32,388 | 5,186,000 | 4.72% | ||
| 11 | MARRIOTT INTL | 51,874 | 4,289,000 | 3.90% | ||
| 12 | CARMAX | 30,912 | 1,990,000 | 1.81% | ||
| 13 | FACTSET RESH SYS INC | 6,637 | 1,085,000 | 0.99% | ||
| 14 | STURM RUGER & CO INC COM | 12,186 | 642,000 | 0.58% | ||
| 15 | COSTAR GROUP INC | 190 | 36,000 | 0.03% | ||
| 16 | ROPER TECHNOLOGIES INC | 5 | 1,000 | 0.00% | ||
| 17 | ANHEUSER BUSCH INBEV SA/NV | 10 | 1,000 | 0.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-17-002512, filed 2017.02.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
