| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
![]() | 71.55% | — | $159.8M | 379,950 | $0 | 0 | +379,950 | New Buy | |
| BBROWN FORMAN CORPBF.B | 17.21% | — | $38.4M | 1.4M | $0 | 0 | +1.4M | New Buy | |
![]() | 11.24% | — | $25.1M | 312,237 | $0 | 0 | +312,237 | New Buy |