Envoi as of Dec. 31, 2022
Portfolio Holdings for Envoi
Envoi holds 8 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Medtronic SHS (MDT) | 82.7 | $23M | 300k | 77.72 | |
| Winmark Corporation (WINA) | 6.4 | $1.8M | 7.7k | 235.83 | |
| Dycom Industries (DY) | 2.7 | $755k | 8.1k | 93.60 | |
| Apple (AAPL) | 2.2 | $618k | 4.8k | 129.93 | |
| Tesla Motors (TSLA) | 1.9 | $536k | 4.4k | 123.18 | |
| Carlisle Companies (CSL) | 1.9 | $522k | 2.2k | 235.65 | |
| Johnson & Johnson (JNJ) | 1.3 | $353k | 2.0k | 176.65 | |
| General Mills (GIS) | 1.0 | $278k | 3.3k | 83.85 |
