The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | |||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | ||||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
AMETEK INC | COM | 031100100 | 123,772,328 | 686,632 | SH | SOLE | 614,336 | 72,000 | 296 | |||
AMPHENOL CORP NEW | CL A | 032095101 | 97,401,420 | 1,402,468 | SH | SOLE | 1,264,807 | 136,871 | 790 | |||
ARCH CAP GROUP LTD | ORD | G0450A105 | 33,689,742 | 364,805 | SH | SOLE | 290,669 | 74,015 | 121 | |||
BERKLEY W R CORP | COM | 084423102 | 58,824,024 | 1,005,195 | SH | SOLE | 898,320 | 106,500 | 375 | |||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 317,296 | 700 | SH | SOLE | 700 | 0 | 0 | |||
CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | 86,801,562 | 1,199,414 | SH | SOLE | 1,053,121 | 145,743 | 550 | |||
COPART INC | COM | 217204106 | 61,000,634 | 1,062,914 | SH | SOLE | 956,973 | 105,000 | 941 | |||
GRACO INC | COM | 384109104 | 50,128,374 | 594,713 | SH | SOLE | 525,359 | 69,086 | 268 | |||
HEICO CORP NEW | CL A | 422806208 | 97,723,072 | 525,167 | SH | SOLE | 524,867 | 0 | 300 | |||
HINGHAM INSTN SVGS MASS | COM | 433323102 | 42,626,990 | 167,730 | SH | SOLE | 150,360 | 17,250 | 120 | |||
IDEX CORP | COM | 45167R104 | 51,928,153 | 248,116 | SH | SOLE | 217,708 | 30,283 | 125 | |||
KINSALE CAP GROUP INC | COM | 49714P108 | 70,187,890 | 150,900 | SH | SOLE | 133,352 | 17,500 | 48 | |||
LINDE PLC | SHS | G54950103 | 92,662,648 | 221,326 | SH | SOLE | 194,655 | 26,571 | 100 | |||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 1,097,898 | 2,085 | SH | SOLE | 2,085 | 0 | 0 | |||
MICROSOFT CORP | COM | 594918104 | 1,025,931 | 2,434 | SH | SOLE | 2,434 | 0 | 0 | |||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 1,826,132 | 1,540 | SH | SOLE | 1,540 | 0 | 0 | |||
PROGRESSIVE CORP | COM | 743315103 | 3,222,755 | 13,450 | SH | SOLE | 13,450 | 0 | 0 | |||
RBC BEARINGS INC | COM | 75524B104 | 120,793,629 | 403,803 | SH | SOLE | 360,650 | 42,969 | 184 | |||
RLI CORP | COM | 749607107 | 115,480,328 | 700,603 | SH | SOLE | 625,278 | 75,000 | 325 | |||
SIMPSON MFG INC | COM | 829073105 | 47,701,296 | 287,652 | SH | SOLE | 247,139 | 40,400 | 113 | |||
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 549,075 | 964 | SH | SOLE | 964 | 0 | 0 | |||
TELEDYNE TECHNOLOGIES INC | COM | 879360105 | 132,074,689 | 284,564 | SH | SOLE | 256,429 | 28,000 | 135 | |||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 1,541,962 | 2,964 | SH | SOLE | 2,964 | 0 | 0 | |||
VISA INC | COM CL A | 92826C839 | 1,059,366 | 3,352 | SH | SOLE | 3,352 | 0 | 0 | |||
WILLSCOT HLDGS CORP | COM CL A | 971378104 | 15,476,445 | 462,674 | SH | SOLE | 402,543 | 60,000 | 131 |