13F COMBINATION REPORT
Envoi LLC
Quarter ended Q2 2024 · Filed June 21, 2024 · Accession 0001172661-24-002597
Total Value
$29.3M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MEDTRONIC PLC | MDT | 300,000 | $24.2M | 82.47% |
| 2 | WINMARK CORP | WINA | 3,887 | $1.2M | 4.25% |
| 3 | TESLA INC | TSLA | 4,350 | $902,451 | 3.08% |
| 4 | DYCOM INDS INC | 267475101 | 8,066 | $755,381 | 2.58% |
| 5 | APPLE INC | AAPL | 4,484 | $739,412 | 2.52% |
| 6 | CARLISLE COS INC | 142339100 | 2,217 | $501,197 | 1.71% |
| 7 | MICROSOFT CORP | MSFT | 1,400 | $403,620 | 1.38% |
| 8 | JOHNSON & JOHNSON | JNJ | 2,000 | $310,000 | 1.06% |
| 9 | GENERAL MLS INC | 370334104 | 3,312 | $283,044 | 0.97% |