13F COMBINATION REPORT
Envoi LLC
Quarter ended Q2 2024 · Filed June 21, 2024 · Accession 0001172661-24-002596
Total Value
$28.2M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MEDTRONIC PLC | MDT | 300,000 | $23.3M | 82.71% |
| 2 | WINMARK CORP | WINA | 7,687 | $1.8M | 6.43% |
| 3 | DYCOM INDS INC | 267475101 | 8,066 | $754,978 | 2.68% |
| 4 | APPLE INC | AAPL | 4,758 | $618,207 | 2.19% |
| 5 | TESLA INC | TSLA | 4,350 | $535,833 | 1.90% |
| 6 | CARLISLE COS INC | 142339100 | 2,217 | $522,436 | 1.85% |
| 7 | JOHNSON & JOHNSON | JNJ | 2,000 | $353,300 | 1.25% |
| 8 | GENERAL MLS INC | 370334104 | 3,312 | $277,711 | 0.99% |