Envoi as of Sept. 30, 2021
Portfolio Holdings for Envoi
Envoi holds 9 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Medtronic SHS (MDT) | 83.6 | $38M | 300k | 125.35 | |
| Tesla Motors (TSLA) | 5.3 | $2.4M | 3.1k | 775.48 | |
| Winmark Corporation (WINA) | 4.5 | $2.0M | 9.3k | 215.03 | |
| Lazydays Hldgs (GORV) | 1.9 | $872k | 41k | 21.34 | |
| Apple (AAPL) | 1.8 | $797k | 5.6k | 141.50 | |
| Carlisle Companies (CSL) | 1.0 | $441k | 2.2k | 198.79 | |
| Johnson & Johnson (JNJ) | 0.7 | $323k | 2.0k | 161.50 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.7 | $305k | 10k | 29.47 | |
| Dycom Industries (DY) | 0.5 | $227k | 3.2k | 71.24 |
