13F COMBINATION REPORT
Envoi LLC
Quarter ended Q2 2024 · Filed June 21, 2024 · Accession 0001172661-24-002598
Total Value
$31.3M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MEDTRONIC PLC | MDT | 300,000 | $26.4M | 84.50% |
| 2 | DYCOM INDS INC | 267475101 | 10,637 | $1.2M | 3.87% |
| 3 | TESLA INC | TSLA | 4,350 | $1.1M | 3.64% |
| 4 | APPLE INC | AAPL | 4,484 | $869,761 | 2.78% |
| 5 | CARLISLE COS INC | 142339100 | 2,217 | $568,727 | 1.82% |
| 6 | MICROSOFT CORP | MSFT | 1,400 | $476,756 | 1.52% |
| 7 | JOHNSON & JOHNSON | JNJ | 2,000 | $331,040 | 1.06% |
| 8 | GENERAL MLS INC | 370334104 | 3,312 | $254,030 | 0.81% |