| Texas Pacific Land Corp | 410 926 | 195 M $ | |
| NVIDIA Corp | 550 000 | 95,9 M $ | |
| Texas Instruments Inc | 488 900 | 94,9 M $ | |
| HEICO Corp | 443 590 | 93,6 M $ | |
| Mastercard Inc | 183 474 | 91,7 M $ | |
| S&P Global Inc | 177 550 | 75,5 M $ | |
| Roper Technologies Inc | 212 200 | 75,1 M $ | |
| API Group Corp | 1 844 652 | 74,7 M $ | |
| Moody's Corp | 153 000 | 66,7 M $ | |
| Lowe's Cos Inc | 268 550 | 63,5 M $ | |
| O'Reilly Automotive Inc | 665 000 | 61,4 M $ | |
| VeriSign Inc | 244 300 | 60,7 M $ | |
| Chevron Corp | 252 067 | 52,2 M $ | |
| Broadridge Financial Solutions Inc | 315 490 | 51,3 M $ | |
| AptarGroup Inc | 387 160 | 48,8 M $ | |
| Taiwan Semiconductor Manufacturing Co Ltd | 144 350 | 48,8 M $ | |
| Diamondback Energy Inc | 236 700 | 46,8 M $ | |
| Expand Energy Corp | 410 720 | 45,1 M $ | |
| WaterBridge Infrastructure LLC | 1 603 029 | 42,9 M $ | |
| Intel Corp | 958 200 | 42,3 M $ | |
| Fastenal Co | 901 600 | 41,8 M $ | |
| L3Harris Technologies Inc | 120 575 | 41,6 M $ | |
| Landbridge Co LLC | 592 891 | 40,9 M $ | |
| Truist Financial Corp | 842 695 | 38,7 M $ | |
| TJX Cos Inc/The | 242 450 | 38,7 M $ | |
| Zoetis Inc | 323 500 | 38,2 M $ | |
| Genuine Parts Co | 358 750 | 37,9 M $ | |
| Lockheed Martin Corp | 62 000 | 37,5 M $ | |
| XPEL Inc | 824 839 | 36,5 M $ | |
| Brown & Brown Inc | 555 400 | 36,2 M $ | |
| Rambus Inc | 420 337 | 36,2 M $ | |
| A O Smith Corp | 517 733 | 34,1 M $ | |
| Silicon Motion Technology Corp | 300 000 | 33,7 M $ | |
| Carlisle Cos Inc | 90 000 | 30 M $ | |
| Pool Corp | 141 500 | 28,6 M $ | |
| Fidelity National Financial Inc | 615 000 | 28,5 M $ | |
| Entegris Inc | 200 000 | 23,4 M $ | |
| Hingham Institution For Savings The | 81 087 | 23,2 M $ | |
| TD SYNNEX Corp | 119 500 | 20,2 M $ | |
| Permian Basin Royalty Trust | 933 719 | 20,1 M $ | |
| Domino's Pizza Inc | 55 000 | 19,7 M $ | |
| Shift4 Payments Inc | 445 691 | 19,5 M $ | |
| Quest Diagnostics Inc | 95 900 | 18,8 M $ | |
| Copart Inc | 555 800 | 18,5 M $ | |
| Booking Holdings Inc | 4 000 | 16,8 M $ | |
| St Joe Co/The | 266 400 | 16,7 M $ | |
| Intercontinental Exchange Inc | 104 700 | 16,5 M $ | |
| Esab Corp | 170 000 | 16,4 M $ | |
| Mirion Technologies Inc | 854 300 | 15,9 M $ | |
| Exxon Mobil Corp | 88 278 | 15 M $ | |
| Armstrong World Industries Inc | 78 000 | 12,9 M $ | |
| Builders FirstSource Inc | 143 600 | 11,8 M $ | |
| Winmark Corp | 26 600 | 11,4 M $ | |
| Western Union Co/The | 1 300 000 | 11,3 M $ | |
| IQVIA Holdings Inc | 64 000 | 10,9 M $ | |
| SPDR Gold Shares | 24 344 | 10,5 M $ | |
| Watsco Inc | 25 185 | 9,2 M $ | |
| Distribution Solutions Group Inc | 312 532 | 8,2 M $ | |
| Comfort Systems USA Inc | 5 300 | 7,3 M $ | |
| SBA Communications Corp | 40 000 | 6,9 M $ | |
| CSW Industrials Inc | 26 000 | 6,8 M $ | |
| BlackLine Inc | 175 000 | 6,5 M $ | |
| Chemed Corp | 17 020 | 6,4 M $ | |
| Synopsys Inc | 13 724 | 5,4 M $ | |
| YETI Holdings Inc | 140 550 | 5,1 M $ | |
| Jack Henry & Associates Inc | 25 300 | 4 M $ | |
| TIC Solutions Inc | 607 476 | 4 M $ | |
| Cia de Saneamento Basico do Estado de Sao Paulo SABESP | 125 925 | 3,8 M $ | |
| Apollo Global Management Inc | 32 593 | 3,6 M $ | |
| Vista Energy SAB de CV | 38 400 | 2,9 M $ | |
| Howmet Aerospace Inc | 11 500 | 2,7 M $ | |
| Permian Resources Corp | 120 500 | 2,6 M $ | |
| HDFC Bank Ltd | 100 100 | 2,5 M $ | |
| F&G Annuities & Life Inc | 96 384 | 2,4 M $ | |
| Occidental Petroleum Corp | 36 250 | 2,4 M $ | |
| Hinge Health Inc | 59 000 | 2,3 M $ | |
| VanEck Gold Miners ETF/USA | 23 075 | 2,1 M $ | |
| Apple Inc | 6 500 | 1,6 M $ | |
| Berkshire Hathaway Inc | 3 410 | 1,6 M $ | |
| Vanguard Short-term Bond Etf | 15 000 | 1,2 M $ | |
| Ross Stores Inc | 4 300 | 931,5 k $ | |
| Microsoft Corp | 2 445 | 905,1 k $ | |
| Regeneron Pharmaceuticals, Inc. | 1 100 | 849,9 k $ | |
| Masco Corp | 12 500 | 754,6 k $ | |
| United States Lime & Minerals Inc | 5 593 | 730,5 k $ | |
| Vanguard International Equity Index Funds | 12 792 | 691,4 k $ | |
| Phreesia Inc | 78 700 | 659,5 k $ | |
| Ulta Beauty Inc | 1 124 | 587,5 k $ | |
| Stryker Corp | 1 700 | 558,6 k $ | |
| PulteGroup Inc | 4 398 | 517,2 k $ | |
| Johnson & Johnson | 1 963 | 479,8 k $ | |
| Vertex Pharmaceuticals Inc | 1 000 | 446,5 k $ | |
| Visa Inc | 1 470 | 444,3 k $ | |
| VanEck ETF Trust | 3 360 | 403,3 k $ | |
| Norfolk Southern Corp | 1 359 | 390 k $ | |
| Walmart Inc | 2 950 | 366,6 k $ | |
| Deere & Co | 550 | 309,8 k $ | |
| Equinix Inc | 305 | 299 k $ | |
| Kroger Co/The | 3 700 | 267,7 k $ | |
| 3M Co | 1 700 | 246,9 k $ | |