Black Stone Minerals, L.P.

Burford Capital Limited

EVOLUTION AB UNSP/ADR

IAC Inc. Common Stock

LKQ Corporation

Mitek Systems, Inc.

NINTENDO CO LTD UNSP/ADR

Grupo Aeroportuario del Centro Norte S.A.B. de C.V

OppFi Inc.

Bank OZK

PayPal Holdings, Inc. Common Stock

Sprouts Farmers Market, Inc.

Spotify Technology S.A.

THE CONTAINER STORE GROUP, INC.

United-Guardian, Inc.

Viemed Healthcare, Inc. Common Shares

Warner Bros. Discovery, Inc. Series A Common Stock

Topics: Quote, Portfolio & Discussion, Some Earnings, Looking at Portfolio  as S.O.T.P., Books

$IAC $SFM $NTDOY $SPOT $BSM $LKQ $VMD $PYPL $EVVTY $WBD $OPFI $BUR $MITK $OZK $OMAB $TCS $(UNDISCLOSED) $UG

[https://www.from100kto1m.com/p/february-2024-portfolio-update](https://www.from100kto1m.com/p/february-2024-portfolio-update)

Topics: Quote, Portfolio & Discussion, Some Earnings, Looking at Portfolio as S.O.T.P., Books + Section for Paid subscribers.

https://www.from100kto1m.com/p/february-2024-portfolio-update

February 2024 Portfolio Update

February 2024 Portfolio Update:

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Public Portfolio

Yegor