13F COMBINATION REPORT
Envoi LLC
Quarter ended Q2 2024 · Filed June 21, 2024 · Accession 0001172661-24-002593
Total Value
$41.1M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MEDTRONIC PLC | MDT | 300,000 | $33.3M | 81.07% |
| 2 | TESLA INC | TSLA | 3,075 | $3.3M | 8.07% |
| 3 | WINMARK CORP | WINA | 7,687 | $1.7M | 4.12% |
| 4 | APPLE INC | AAPL | 5,358 | $935,560 | 2.28% |
| 5 | CARLISLE COS INC | 142339100 | 2,217 | $545,205 | 1.33% |
| 6 | VANECK ETF TRUST | 92189F106 | 10,524 | $403,595 | 0.98% |
| 7 | JOHNSON & JOHNSON | JNJ | 2,000 | $354,460 | 0.86% |
| 8 | DYCOM INDS INC | 267475101 | 3,189 | $303,784 | 0.74% |
| 9 | GENERAL MLS INC | 370334104 | 3,312 | $224,289 | 0.55% |