Envoi LLC
- SEC CIK
- 0002019125
- Latest filing
- Nov 8, 2024
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jun 21, 2024. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 8
- −1 vs. Q1 2023
- Portfolio value
- $31.3M
- +$1.95M (+6.7%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MDTMedtronic plc | Stock | 300,000 | $26.4M | 84.5% | 00.0% | Unchanged | History |
| DYDycom Industries Inc | COM | 10,637 | $1.21M | 3.9% | +2,571+31.9% | Added | History |
| TSLATesla, Inc. | Stock | 4,350 | $1.14M | 3.6% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 4,484 | $869.8K | 2.8% | 00.0% | Unchanged | History |
| CSLCarlisle Companies Inc | COM | 2,217 | $568.7K | 1.8% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,400 | $476.8K | 1.5% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 2,000 | $331.0K | 1.1% | 00.0% | Unchanged | History |
| GISGeneral Mills Inc | Stock | 3,312 | $254.0K | 0.8% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.