Q1 2020 Holdings
Filed 2020-05-13 | 19 holdings | $73.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $18.4K | 100,550 | 25.1% |
| Signature BK New York N Y(SBNY) | COM | 82669G104 | $16.1K | 200,000 | 22.0% |
| SVB Finl Group(SIVBEUR) | COM | 78486Q101 | $10.6K | 70,000 | 14.5% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $6.7K | 275,000 | 9.1% |
| Arthur J. Gallagher Co.(AJG) | COM | 363576109 | $3.5K | 42,500 | 4.7% |
| Wells Fargo & Company(WFC) | COM | 949746101 | $3.3K | 115,000 | 4.5% |
| Chubb Ltd.(CB) | COM | H1467J104 | $3.0K | 26,500 | 4.0% |
| US Bancorp(USB) | COM NEW | 902973304 | $2.9K | 83,500 | 3.9% |
| Triton Intl LTD | CL A | G9078F107 | $2.6K | 100,000 | 3.5% |
| Alleghany Corp.(YUSD) | COM | 017175100 | $2.0K | 3,650 | 2.8% |
| Bank of America Corp.(BAC) | COM | 060505104 | $1.6K | 76,500 | 2.2% |
| Gatx Corp.(GATX) | COM | 361448103 | $1.2K | 19,000 | 1.6% |
| JP Morgan Chase & Co.(JPM) | COM | 46625H100 | $450 | 5,000 | 0.6% |
| Texas Capital Bancshares Inc(TCBI) | COM | 88224Q107 | $443 | 20,000 | 0.6% |
| American Intl Group Inc | CALL | 026874904 | $216 | 1,100 | 0.3% |
| American Intl Group Inc | *W EXP 01/19/202 | 026874156 | $166 | 207,500 | 0.2% |
| Bankunited Inc.(BKU) | COM | 06652K103 | $94 | 5,000 | 0.1% |
| US Bancorp del | CALL | 902973904 | $25 | 50 | 0.0% |
| Wells Fargo Co New $50 1/15/2021 | CALL | 949746901 | $17 | 800 | 0.0% |