MS

MIDAS SPECIAL OPPORTUNITIES | MISEX

Mutual Fund
MIDAS SPECIAL OPPORTUNITIES
Last update 2025-06-19 11 Stocks (0 new)
Value $22.00 Mil Turnover 0 %
Countries:
Top Holdings: MA(24.95%)GOOGL(22.81%)BRK.B(12.36%)AZO(11.20%)JPM(7.59%)
Summary Stock Picks Current Portfolio
MIDAS SPECIAL OPPORTUNITIES Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MA
Mastercard Inc
10,000
5,481.2
0%
24.950
0%
0.000
+6.82%
+5.27%
501,161.5
Credit Services
GOOGL
Alphabet Inc
32,400
5,010.3
0%
22.810
0%
0.000
+22.60%
-1.99%
2,252,307.2
Interactive Media
BRK.B
Berkshire Hathaway Inc
5,100
2,716.2
0%
12.360
0%
0.000
-8.38%
+4.74%
1,024,107.1
Insurance
AZO
AutoZone Inc
645
2,459.2
0%
11.200
0%
0.000
+2.38%
+15.22%
61,716.2
Vehicles & Parts
JPM
JPMorgan Chase & Co
6,800
1,668.0
0%
7.590
0%
0.000
+26.20%
+23.50%
801,035.1
Banks
WSM
Williams-Sonoma Inc
10,000
1,581.0
0%
7.200
0%
0.010
+22.99%
-6.83%
20,977.3
Retail - Cyclical
LRCX
Lam Research Corp
12,000
872.4
0%
3.970
0%
0.000
+58.82%
+40.62%
129,210.1
Semiconductors
UNH
UnitedHealth Group Inc
1,350
707.1
0%
3.220
0%
0.000
-37.32%
-43.50%
256,367.0
Healthcare Plans
NVR
NVR Inc
80
579.5
0%
2.640
0%
0.000
+2.95%
-9.49%
21,643.4
Homebuilding & Construction
ESNT
Essent Group Ltd
10,000
577.2
0%
2.630
0%
0.010
+1.56%
+3.34%
5,642.0
Insurance

MIDAS SPECIAL OPPORTUNITIES's Historical Top Holdings Breakdowns

MIDAS SPECIAL OPPORTUNITIES's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BXC
BlueLinx Holdings Inc
2024-09-30
Sold Out
Sold Out
-2.09%
●
88.69 ($101.95) 124.89
$74.17
-27.24%
Sold Out
0
-4,700
UHAL.B
U-Haul Holding Co
2024-06-30
Sold Out
Sold Out
-3.71%
●
59.37 ($62.91) 66.97
$55.40
-11.94%
Sold Out
0
-13,500
CACC
Credit Acceptance Corp
2024-06-30
Sold Out
Sold Out
-3.30%
●
470.51 ($509.35) 572.49
$497.67
-2.29%
Sold Out
0
-1,450
NVR
NVR Inc
2024-06-30
New Buy
New Buy
+2.91%
●
7335.26 ($7647.13) 8026.27
$7,402.40
-3.20%
New holding
80
80
WIRE Unlock Delisted
Encore Wire Corp
2024-06-30
Sold Out
Sold Out
-2.46%
●
258.3 ($281.67) 291.23
$289.84
2.90%
Sold Out
0
-2,270
ENVA
Enova International Inc
2024-06-30
Sold Out
Sold Out
-2.02%
●
57.7 ($61.01) 64.32
$113.58
86.17%
Sold Out
0
-7,800
BRK.B
Berkshire Hathaway Inc
2024-06-30
Reduce
Reduce
-1.75%
●
396.73 ($408.62) 420.24
$474.78
16.19%
Reduce -16.53%
5,100
-1,010
ELV
Elevance Health Inc
2024-06-30
Sold Out
Sold Out
-1.60%
●
497.49 ($528.58) 547.8
$279.09
-47.20%
Sold Out
0
-750
NMIH
NMI Holdings Inc
2024-06-30
Sold Out
Sold Out
-1.37%
●
29.5 ($32.18) 34.23
$37.88
17.73%
Sold Out
0
-10,280
YOU
Clear Secure Inc
2024-06-30
Sold Out
Sold Out
-0.52%
●
16.55 ($18.1) 20.84
$30.39
67.90%
Sold Out
0
-5,899

MIDAS SPECIAL OPPORTUNITIES Total Holding History ($B)

To

MIDAS SPECIAL OPPORTUNITIES's Asset Allocation

To

MIDAS SPECIAL OPPORTUNITIES Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MIDAS SPECIAL OPPORTUNITIES's Hypothetical Growth since 2025-03-31

MIDAS SPECIAL OPPORTUNITIES's Yearly Returns

Year Portfolio % % Excess Gain %

MIDAS SPECIAL OPPORTUNITIES's Holdings Heat Map

Size field:

MIDAS SPECIAL OPPORTUNITIES's Holdings Bubble Chart

MIDAS SPECIAL OPPORTUNITIES News

  • 1

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