Ensemble Capital Management, LLC Holdings - 3Q24

As of September 30, 2024, Ensemble Capital Management, LLC reported 22 positions comprising 22 stocks worth $1.2B. The top 5 holdings represented 38.2% of the portfolio. During the quarter, the fund entered 0 new positions and exited 2. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.