Q2 2024 Holdings
Filed 2024-08-14 | 54 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Micron Technology Inc(MU) | COM | 595112103 | $100.8M | 766,629 | 7.4% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $109.6M | 509,740 | 8.1% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $111.4M | 1,213,483 | 8.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $159.8M | 261 | 11.8% |