Concentrated positions in enduring businesses.
As of 2026-03-01 · Inception 2024-06-15
Current Positions
| Ticker | Name | Category | Geography |
Allocation | Return | Holding Period |
| CSU |
Constellation Software |
Technology |
Canada |
7.8% |
-11.5% |
0d |
| LMN |
Lumine Group |
Technology |
Canada |
5.4% |
-12.3% |
0d |
| TOI |
Topicus.com |
Technology |
Canada |
6.4% |
-15.0% |
0d |
| CHG |
Compagnie Financière Richemont (Cartier) |
Luxury Goods |
Europe |
1.0% |
-33.7% |
0d |
| EXO |
Exor N.V. |
Luxury Goods |
Europe |
5.0% |
+2.9% |
0d |
| RMS |
Hermès International |
Luxury Goods |
Europe |
5.2% |
-4.1% |
0d |
| SLm |
SLM Solutions |
Technology |
Europe |
3.6% |
+7.9% |
0d |
| ADBE |
Adobe Inc. |
Technology |
USA |
3.3% |
-15.1% |
0d |
| BRBR |
BellRing Brands |
Financials |
USA |
4.0% |
-42.8% |
0d |
| BRK B |
Berkshire Hathaway Class B |
Financials |
USA |
2.8% |
+4.0% |
0d |
| CPRT |
Copart Inc. |
Industrials |
USA |
1.4% |
-0.7% |
0d |
| GOOGL |
Alphabet Inc. |
Technology |
USA |
3.9% |
+103.7% |
0d |
| IAU |
iShares Gold Trust |
Commodities |
Global |
7.2% |
+60.1% |
0d |
| IBIT |
iShares Bitcoin Trust |
Alternative Assets |
USA |
5.4% |
-33.9% |
0d |
| IGV |
iShares Expanded Tech-Software ETF |
Technology |
USA |
1.2% |
-1.4% |
0d |
| MU |
Micron Technology |
Technology |
USA |
2.2% |
+11.9% |
0d |
| QXO |
QXO Inc. |
Industrials |
USA |
2.2% |
+22.4% |
0d |
| RACE |
Ferrari N.V. |
Luxury Auto |
Europe |
5.5% |
+6.5% |
0d |
| SCZM |
SCZM ETF |
Equities |
Emerging Markets |
1.4% |
+24.0% |
0d |
| SLV |
iShares Silver Trust |
Commodities |
Global |
1.8% |
+143.6% |
0d |
| SSRM |
SSR Mining |
Materials |
Canada |
0.3% |
+70.7% |
0d |
| U.U |
Unity Software |
Technology |
USA |
2.2% |
+3.4% |
0d |
| UBER |
Uber Technologies |
Technology |
USA |
2.2% |
-5.0% |
0d |
| VWRA |
Vanguard FTSE All-World |
Global Equity |
Global |
18.7% |
+31.1% |
0d |