| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SQ Advisors, LLC | 1,502,238 | 160,619,000 | 96.26% | ||
| 2 | ARS Investment Partners, LLC | 48,582 | 5,194,000 | 3.11% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 6,590 | 705,000 | 0.42% | ||
| 4 | GARDNER RUSSO & QUINN LLC | 3,168 | 339,000 | 0.20% |
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.
