&partners

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 1,753
Total Value: 9412546381
Accession Number: 0001214659-25-007673
Form Type: 13F-HR
CIK: 0000107136
Manager Name: &partners

Data Enrichment

71% identified

1,244 identified509 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,753 positions • $9,412,546.381K total value

1,753 positions

Manager:

SEC FilingSEC DataHachi Filing

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SHERWIN WILLIAMS CO

SHW|824348106

16323(+20.8%)

Value:

$5.5B(+21.1%)

UNITED RENTALS, INC.

URI|911363109

8537(-2.9%)

Value:

$5.4B(-12.8%)

464288588

57001(+11.5%)

Value:

$5.3B(+14.0%)

61774R858

105747(+30.8%)

Value:

$5.3B(+31.5%)

14020Y508

201256(+1769.0%)

Value:

$5.3B(+1780.6%)

78468R606

224715(+15.8%)

Value:

$5.3B(+14.8%)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

3718(-13.5%)

Value:

$5.2B(+1.2%)

DANAHER CORP /DE/

DHR|235851102

25299(+8.5%)

Value:

$5.2B(-4.9%)

PROGRESSIVE CORP/OH/

PGR|743315103

18350(-10.3%)

Value:

$5.1B(+3.0%)

BROWN & BROWN, INC.

BRO|115236101

41124(+8.7%)

Value:

$5.1B(+32.0%)

CSX CORP

CSX|126408103

173042(+20.4%)

Value:

$5.0B(+8.7%)

PayPal Holdings, Inc.

PYPL|70450Y103

77314(+0.9%)

Value:

$5.0B(-24.9%)

Texas Pacific Land Corp

TPL|88262P102

3826(-6.5%)

Value:

$5.0B(+0.8%)

WATSCO INC

WSO|942622200

9948(+5.6%)

Value:

$5.0B(+11.1%)

46138G664

127854(+10.4%)

Value:

$5.0B(-6.8%)

922908595

VBK|922908595

19507(+11.3%)

Value:

$4.9B(-1.6%)

33738R506

83944(-3.8%)

Value:

$4.9B(-5.5%)

464288273

76297(+10.0%)

Value:

$4.9B(+13.9%)

46436E718

48217(+233.1%)

Value:

$4.9B(+235.4%)

SHOPIFY INC.

SHOP|82509L107

51012(+13.8%)

Value:

$4.9B(-0.5%)

Instrument	Shares		Other Manager	Value
Sherwin Williams Co(SHWcusip824348106)	16.3K	QoQ +20.83% (+2.8K) YoY +1666.55% (+15.4K)	All Managers (Combined)	$5.5M	QoQ +21.09% (+$959.4K) YoY +1615.63% (+$5.2M)
United Rentals, Inc.(URIcusip911363109)	8.5K	QoQ -2.85% (-251) YoY +59.51% (+3.2K)	All Managers (Combined)	$5.4M	QoQ -12.75% (-$783.9K) YoY +38.95% (+$1.5M)
(cusip464288588)✕	57.0K	QoQ +11.47% (+5.9K) YoY NEW(+57.0K)	All Managers (Combined)	$5.3M	QoQ +13.96% (+$653.6K) YoY NEW(+$5.3M)
(cusip61774R858)✕	105.7K	QoQ +30.75% (+24.9K) YoY NEW(+105.7K)	All Managers (Combined)	$5.3M	QoQ +31.47% (+$1.3M) YoY NEW(+$5.3M)
(cusip14020Y508)✕	201.3K	QoQ +1769.01% (+190.5K) YoY NEW(+201.3K)	All Managers (Combined)	$5.3M	QoQ +1780.61% (+$5.0M) YoY NEW(+$5.3M)
(cusip78468R606)✕	224.7K	QoQ +15.79% (+30.6K) YoY NEW(+224.7K)	All Managers (Combined)	$5.3M	QoQ +14.82% (+$679.3K) YoY NEW(+$5.3M)
O Reilly Automotive Inc(ORLYcusip67103H107)	3.7K	QoQ -13.51% (-581) YoY +729.91% (+3.3K)	All Managers (Combined)	$5.2M	QoQ +1.17% (-$60.7K) YoY +935.77% (+$4.7M)
Danaher Corp /De/(DHRcusip235851102)	25.3K	QoQ +8.50% (-2.0K) YoY NEW(+25.3K)	All Managers (Combined)	$5.2M	QoQ -4.89% (-$267.7K) YoY NEW(+$5.2M)
Progressive Corp/Oh/(PGRcusip743315103)	18.4K	QoQ -10.29% (-2.1K) YoY +821.64% (+16.4K)	All Managers (Combined)	$5.1M	QoQ +2.98% (-$147.3K) YoY +1136.44% (+$4.7M)
Brown & Brown, Inc.(BROcusip115236101)	41.1K	QoQ +8.70% (+3.3K) YoY NEW(+41.1K)	All Managers (Combined)	$5.1M	QoQ +31.97% (+$1.2M) YoY NEW(+$5.1M)
Csx Corp(CSXcusip126408103)	173.0K	QoQ +20.45% (+29.4K) YoY +1068.64% (+158.2K)	All Managers (Combined)	$5.0M	QoQ +8.67% (+$402.7K) YoY +818.67% (+$4.5M)
Paypal Holdings, Inc.(PYPLcusip70450Y103)	77.3K	QoQ +0.93% (-718) YoY +323.61% (+59.1K)	All Managers (Combined)	$5.0M	QoQ -24.88% (-$1.7M) YoY +311.95% (+$3.8M)
Texas Pacific Land Corp(TPLcusip88262P102)	3.8K	QoQ -6.52% (-267) YoY NEW(+3.8K)	All Managers (Combined)	$5.0M	QoQ +0.79% (-$39.5K) YoY NEW(+$5.0M)
Watsco Inc(WSOcusip942622200)	9.9K	QoQ +5.64% (+532) YoY NEW(+9.9K)	All Managers (Combined)	$5.0M	QoQ +11.14% (+$499.7K) YoY NEW(+$5.0M)
(cusip46138G664)✕	127.9K	QoQ +10.37% (-12.0K) YoY NEW(+127.9K)	All Managers (Combined)	$5.0M	QoQ -6.76% (-$359.9K) YoY NEW(+$5.0M)
(VBKcusip922908595)	19.5K	QoQ +11.25% (-2.0K) YoY +723.08% (+17.1K)	All Managers (Combined)	$4.9M	QoQ -1.55% (-$78.0K) YoY +755.27% (+$4.4M)
(cusip33738R506)✕	83.9K	QoQ -3.84% (-3.4K) YoY +134.40% (+48.1K)	All Managers (Combined)	$4.9M	QoQ -5.51% (-$287.0K) YoY +144.56% (+$2.9M)
(cusip464288273)✕	76.3K	QoQ +9.98% (+6.9K) YoY +308.81% (+57.6K)	All Managers (Combined)	$4.9M	QoQ +13.93% (+$600.1K) YoY +326.85% (+$3.8M)
(cusip46436E718)✕	48.2K	QoQ +233.10% (+33.7K) YoY NEW(+48.2K)	All Managers (Combined)	$4.9M	QoQ +235.40% (+$3.4M) YoY NEW(+$4.9M)
Shopify Inc.(SHOPcusip82509L107)	51.0K	QoQ +13.75% (-6.2K) YoY NEW(+51.0K)	All Managers (Combined)	$4.9M	QoQ -0.48% (-$23.8K) YoY NEW(+$4.9M)