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13F Holdings

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Last updated on August 14, 2026, 12:14pm based on SEC 13F filings Last update: August 14, 2026, 12:14pm

No.	Security	Ticker	Shares	Value	Activity	% Port
1.	Hilton Worldwide Holdings Inc.	HLT	47,901	$15,829,365		13.46%
2.	Sonida Senior Living Inc.	SNDA	268,793	$10,966,755		9.33%
3.	O Reilly Automotive Inc	ORLY	91,745	$8,448,797	+5%	7.19%
4.	Autozone Inc	AZO	2,497	$7,980,262	+5%	6.79%
5.	Moodys Corp	MCO	16,843	$7,628,531		6.49%