EACO

Owns Bisco, which sells electronic parts, screws and bolts.

Owns it

What the manager says

In short: Electronic parts distributor growing fast, yet cheap and almost unknown because shares rarely trade.

Share of the fund

3.5%

$4 of every $100 · 9th of 10

Named in

Q2 2026 letter

Also owned by

No other fund we follow

More about EACO

This fund doesn’t file the government report, so share counts aren’t public.

Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works