High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
1
AOI
Auto-Owners Insurance
Michigan
$94.1T +80,802,208% 126,051,444
2
AOI
Auto-Owners Insurance
Michigan
$113B +30,857% 403,452,508
3
VC
Vestor Capital
Illinois
$92.5B +2,065,500% 123,930
4
AOI
Auto-Owners Insurance
Michigan
$78.4B +17,498% 531,553,926
5
AOI
Auto-Owners Insurance
Michigan
$70.2B +76,588% 105,154,977
6
AOI
Auto-Owners Insurance
Michigan
$51.4B +38,409% 179,369,280
7
JSC
J. Stern & Co
United Kingdom
$46.4B +53,305% 69,519,638
8
JSC
J. Stern & Co
United Kingdom
$40.5B +53,535% 72,461,743
9
AOI
Auto-Owners Insurance
Michigan
$37.4B +5,626% 856,878,081
10
JSC
J. Stern & Co
United Kingdom
$32B +28,483% 111,699,704
11
AOI
Auto-Owners Insurance
Michigan
$30.1B +56,161% 60,009,531
12
JSC
J. Stern & Co
United Kingdom
$23.2B +13,709% 124,849,603
13
AOI
Auto-Owners Insurance
Michigan
$22.5B +8,167% 323,666,080
14
AOI
Auto-Owners Insurance
Michigan
$22.4B +27,377% 98,090,585
15
AOI
Auto-Owners Insurance
Michigan
$21.2B +110,973% 34,826,773
16
AOI
Auto-Owners Insurance
Michigan
$21B +20,425% 147,919,464
17
JSC
J. Stern & Co
United Kingdom
$20.8B +25,186% 58,797,600
18
JSC
J. Stern & Co
United Kingdom
$20B +20,598% 87,557,736
19
AOI
Auto-Owners Insurance
Michigan
$19.8B +52,248% 65,595,733
20
AOI
Auto-Owners Insurance
Michigan
$18.5B +29,072% 72,396,915
21
Corient Private Wealth
Corient Private Wealth
Florida
$18.1B +1,785% 26,815,341
22
JSC
J. Stern & Co
United Kingdom
$17.8B +58,006% 31,455,105
23
AOI
Auto-Owners Insurance
Michigan
$17.2B +8,786% 211,923,000
24
JSC
J. Stern & Co
United Kingdom
$14.6B +191,966% 2,831,495
25
AOI
Auto-Owners Insurance
Michigan
$14.3B +45,402% 36,639,624