| Fund Name: | Stillwater Investment Management |
| Manager | Adam Weiss |
| Portfolio Value | $234,390,000 |
| Change This QTR | +0.61% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | CMCSA | 1,048,700 | $40,354,000 | -18% | 17.21% | ||
| 2. | BATRK | 843,073 | $32,113,000 | -11% | 13.7% | ||
| 3. | QSR | 429,378 | $27,429,000 | -32% | 11.7% | ||
| 4. | APD | 124,422 | $18,815,000 | -27% | 8.02% | ||
| 5. | CHRW | 192,500 | $14,649,000 | -25% | 6.24% |