Envoi as of Dec. 31, 2021
Portfolio Holdings for Envoi
Envoi holds 10 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Medtronic SHS (MDT) | 77.1 | $31M | 300k | 103.45 | |
| Tesla Motors (TSLA) | 8.1 | $3.2M | 3.1k | 1056.78 | |
| Winmark Corporation (WINA) | 7.5 | $3.0M | 12k | 248.29 | |
| Apple (AAPL) | 2.5 | $1.0M | 5.6k | 177.57 | |
| Carlisle Companies (CSL) | 1.4 | $550k | 2.2k | 248.12 | |
| Johnson & Johnson (JNJ) | 0.9 | $342k | 2.0k | 171.07 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.8 | $332k | 10k | 32.03 | |
| Dycom Industries (DY) | 0.7 | $299k | 3.2k | 93.76 | |
| General Mills (GIS) | 0.6 | $223k | 3.3k | 67.38 | |
| Lazydays Hldgs (GORV) | 0.5 | $201k | 9.3k | 21.54 |
