Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Carmax Inc(KMX) | 461,990 | 460,130 | -1,860 | 35,453 | 40,082 | 15.83% | +4,629 |
| Heico Corp new | 418,377 | 415,449 | -2,928 | 59,594 | 63,954 | 25.26% | +4,361 |
| Stericycle Inc. | 690,459 | 684,262 | -6,197 | 34,219 | 36,095 | 14.25% | +1,876 |
| Polaris Inc.(PII) | 221,338 | 219,831 | -1,507 | 20,976 | 22,009 | 8.69% | +1,033 |
| Iridium Communications Inc.(IRDM) | 2,656,227 | 3,481,487 | +825,260 | 109,330 | 91,076 | 35.97% | -18,255 |