PAYC
Over time
Holders
| RV CapitalQ2 2026Q3 due Nov 14Robert Vinall, portfolio manager | 0.70% | 21,395 | $3M | held | — | 8 q |
| OakmarkQ2 2026Q3 due Nov 14Bill Nygren, CIO | 0.57% | 3,397,446 | $427M | added+4% | +0.04 pp | 11 q |
| BaillieQ2 2026Q3 due Nov 14 | 0.11% | 975,398 | $123M | trimmed−37% | −0.08 pp | 9 q |
| FundsmithQ2 2026Q3 due Nov 14Terry Smith, founder | 0.07% | 100,763 | $13M | trimmed−54% | −0.08 pp | 31 q |
| PolenQ2 2026Q3 due Nov 14Dan Davidowitz, portfolio manager | — | — | — | exited | 0.00 pp | — |





