Q3 2025 Holdings
Filed 2025-11-03 | 56 holdings | $220.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Phinia(PHIN) | STOCK | 71880K101 | $15.0M | 261,018 | 6.8% |
| Parker Hannifin(PH) | STOCK | 701094104 | $15.6M | 20,617 | 7.1% |
| Cigna(CI) | STOCK | 125523100 | $17.3M | 60,144 | 7.9% |
| Vontier(VNT) | STOCK | 928881101 | $18.1M | 431,055 | 8.2% |
| Markel(MKL) | STOCK | 570535104 | $21.7M | 11,357 | 9.9% |
| Berkshire Hathaway B(BRK/B) | STOCK | 084670702 | $22.0M | 43,798 | 10.0% |