13F COMBINATION REPORT
Envoi LLC
Quarter ended Q2 2024 · Filed June 21, 2024 · Accession 0001172661-24-002590
Total Value
$43.3M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MEDTRONIC PLC | MDT | 300,000 | $37.2M | 86.04% |
| 2 | TESLA INC | TSLA | 3,075 | $2.1M | 4.83% |
| 3 | WINMARK CORP | WINA | 9,337 | $1.8M | 4.14% |
| 4 | APPLE INC | AAPL | 4,484 | $614,129 | 1.42% |
| 5 | CARLISLE COS INC | 142339100 | 2,217 | $424,289 | 0.98% |
| 6 | VANECK VECTORS ETF TR | 92189F106 | 10,364 | $352,169 | 0.81% |
| 7 | JOHNSON & JOHNSON | JNJ | 2,000 | $329,480 | 0.76% |
| 8 | DYCOM INDS INC | 267475101 | 3,189 | $237,676 | 0.55% |
| 9 | GENERAL MLS INC | 370334104 | 3,312 | $201,800 | 0.47% |