13F COMBINATION REPORT
Envoi LLC
Quarter ended Q2 2024 · Filed June 21, 2024 · Accession 0001172661-24-002592
Total Value
$40.2M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MEDTRONIC PLC | MDT | 300,000 | $31.0M | 77.11% |
| 2 | TESLA INC | TSLA | 3,075 | $3.2M | 8.07% |
| 3 | WINMARK CORP | WINA | 12,137 | $3.0M | 7.49% |
| 4 | APPLE INC | AAPL | 5,633 | $1.0M | 2.49% |
| 5 | CARLISLE COS INC | 142339100 | 2,217 | $550,082 | 1.37% |
| 6 | JOHNSON & JOHNSON | JNJ | 2,000 | $342,140 | 0.85% |
| 7 | VANECK ETF TRUST | 92189F106 | 10,364 | $331,959 | 0.82% |
| 8 | DYCOM INDS INC | 267475101 | 3,189 | $299,001 | 0.74% |
| 9 | GENERAL MLS INC | 370334104 | 3,312 | $223,163 | 0.55% |
| 10 | LAZYDAYS HLDGS INC | 52110H100 | 9,333 | $201,033 | 0.50% |