13F COMBINATION REPORT
Envoi LLC
Quarter ended Q2 2024 · Filed June 21, 2024 · Accession 0001172661-24-002591
Total Value
$45.0M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MEDTRONIC PLC | MDT | 300,000 | $37.6M | 83.64% |
| 2 | TESLA INC | TSLA | 3,075 | $2.4M | 5.30% |
| 3 | WINMARK CORP | WINA | 9,337 | $2.0M | 4.47% |
| 4 | LAZYDAYS HLDGS INC | 52110H100 | 40,862 | $871,995 | 1.94% |
| 5 | APPLE INC | AAPL | 5,633 | $797,069 | 1.77% |
| 6 | CARLISLE COS INC | 142339100 | 2,217 | $440,717 | 0.98% |
| 7 | JOHNSON & JOHNSON | JNJ | 2,000 | $323,000 | 0.72% |
| 8 | VANECK ETF TRUST | 92189F106 | 10,364 | $305,427 | 0.68% |
| 9 | DYCOM INDS INC | 267475101 | 3,189 | $227,184 | 0.51% |