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TaxesAreTheft
🇧🇲 Bermuda · @TaxesAreTheft

Land | Tobacco

https://whitewillowresearch.substack.com
https://x.com/WWillowResearch

Positions10
Dividend received$6.911
Investing since05.2025

Positions

Title
Weight
Position
P/L
Parker-Hannifin logo
Parker-Hannifin
PHx0.089
16.58% 
$85.74
$963.33
+$31.67
58.59%
Danaher logo
Danaher
DHRx0.284
12.59% 
$65.11
$229.17
+$8.60
15.22%
HEICO Corp logo
HEICO Corp
HEIx0.206
12.34% 
$63.80
$309.87
+$12.29
23.87%
Markel Grp logo
Markel Grp
MKLx0.0291
10.41% 
$53.83
$1,850.00
-$0.60
1.10%
TransDigm Group logo
TransDigm Group
TDGx0.0403
8.88% 
$45.89
$1,137.42
-$10.61
18.79%
TPL
Texas Pacific
TPLx0.13
8.79% 
$45.44
$349.54
-$11.07
19.59%
Arthur J. Gallag logo
Arthur J. Gallag
AJGx0.177
8.71% 
$45.01
$254.85
-$11.50
20.36%
Roper Tech logo
Roper Tech
ROPx0.102
7.57% 
$39.15
$382.70
-$17.36
30.72%
Real-time data from LSX · Fundamentals & EOD data from FactSet

Sold

Allocation

Total Net Worth

$516.95

Performance

Portfolio Performance

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Real-time data from LSX · Fundamentals & EOD data from FactSet