StockDriftsStockDriftsTop 12 Soditic Asset Management Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FI | FISERV INC | 19.17% | 105.0K | $18.9M | +0.00%(+0) | — | 2024-09-30 | |
| MSFT | Microsoft Corp | 18.35% | 41.9K | $18.0M | +0.00%(+0) | — | 2024-09-30 | |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 15.46% | 22 | $15.2M | +0.00%(+0) | — | 2024-09-30 | |
| BIO | BIO RAD LABS INC | 10.79% | 31.7K | $10.6M | +0.00%(+0) | — | 2024-09-30 | |
| HII | HUNTINGTON INGALLS INDS INC | 6.85% | 25.5K | $6.7M | +0.00%(+0) | — | 2024-09-30 | |
| GOOGL | ALPHABET INC | 6.67% | 39.6K | $6.6M | +0.00%(+0) | — | 2024-09-30 | |
| LEN | LENNAR CORP | 5.58% | 29.3K | $5.5M | +143.07%(+17.24K) | — | 2024-09-30 | |
| DHI | D R HORTON INC | 5.14% | 26.5K | $5.1M | +0.00%(+0) | — | 2024-09-30 | |
| RSG | REPUBLIC SVCS INC | 4.4% | 21.5K | $4.3M | +0.00%(+0) | — | 2024-09-30 | |
| BAX | BAXTER INTL INC | 3.57% | 92.5K | $3.5M | +0.00%(+0) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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