Envoi LLC
- SEC CIK
- 0002019125
- Latest filing
- Nov 8, 2024
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Jun 21, 2024. Long positions only.
- Positions
- 8
- No 13F data for Q4 2020
- Portfolio value
- $41.0M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MDTMedtronic plc | Stock | 300,050 | $35.4M | 86.4% | – | – | History |
| TSLATesla, Inc. | Stock | 3,075 | $2.05M | 5.0% | – | – | History |
| WINAWinmark Corp | COM | 9,337 | $1.74M | 4.2% | – | – | History |
| AAPLApple Inc. | Stock | 4,484 | $547.7K | 1.3% | – | – | History |
| CSLCarlisle Companies Inc | COM | 2,217 | $364.9K | 0.9% | – | – | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 10,306 | $334.9K | 0.8% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,000 | $328.7K | 0.8% | – | – | History |
| GISGeneral Mills Inc | Stock | 3,312 | $203.1K | 0.5% | – | – | History |