Capco Asset Management, LLC Incresed Positions in Q2 2024

Capco Asset Management, LLC

Stock	Shares change	Price Range	Shares Held
MSFT Microsoft Corp Technology	1.36K + 1.31%	$389.33 - $452.85 $529K - $615K	105K $47M
LRCX Lam Research Corp Technology	340 + 1.31%	$868.07 - $1089.58 $295K - $370K	26.2K $27.9M
GOGO Gogo Inc. Communication Services	41.9K + 1.72%	$8.12 - $10.88 $340K - $456K	2.48M $23.9M
AMZN Amazon Com Inc Consumer Cyclical	2.53K + 1.74%	$173.67 - $197.85 $439K - $500K	147K $28.5M
MKL Markel Corp Financial Services	432 + 1.52%	$1423.66 - $1663.21 $615K - $719K	28.8K $45.3M
CHTR Charter Communications, Inc. Communication Services	1.8K + 1.67%	$254.61 - $298.96 $457K - $537K	109K $32.7M
PGR Progressive Corp Financial Services	4.35K + 1.32%	$202.26 - $215.9 $881K - $940K	333K $69.2M
ROP Roper Technologies Inc Industrials	391 + 1.59%	$510.82 - $563.66 $200K - $220K	25K $14.1M
SPY Spdr S&P 500 ETF Trust ETFs	5 + 35.71%	$495.16 - $548.49 $2.48K - $2.74K	19 $10K
FRPH Frp Holdings, Inc. Real Estate	100 + 100.0%	$27.84 - $60.96 $2.78K - $6.1K	200 $5K
BUD Anheuser Busch In Bev Sa Consumer Defensive	7.19K + 1.71%	$57.14 - $67.42 $411K - $485K	427K $24.8M
ADSK Autodesk, Inc. Technology	1.61K + 1.68%	$199.93 - $259.44 $321K - $417K	97.2K $24.1M
MAR Marriott International Inc Consumer Cyclical	4.02K + 1.6%	$228.38 - $258.55 $917K - $1.04M	256K $61.8M

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