Q4 2024 Holdings
Filed 2025-02-12 | 13 holdings | $141.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Willscot Holdings Corporation(WSC) | COM CL A | 971378104 | $37.1M | 1,110,000 | 26.3% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $23.8M | 35 | 16.9% |
| Siriusxm Holdings Inc(SIRI) | COMMON STOCK | 829933100 | $18.7M | 819,962 | 13.2% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $10.4M | 140,000 | 7.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $9.5M | 50,000 | 6.7% |
| Comcast Corp(CMCSA) | CL A | 20030N101 | $7.9M | 210,000 | 5.6% |
| Liberty Media Corp del(FWONA) | COM LBTY ONE S A | 531229771 | $7.6M | 90,000 | 5.4% |
| Coca-Cola Co(KO) | COM | 191216100 | $6.2M | 100,000 | 4.4% |
| Berkshire Hathaway Inc(BRK/B) | CL B NEW | 084670702 | $5.0M | 11,000 | 3.5% |
| Liberty Media Corp del(LLYVK*) | COM LBTY LIV S C | 531229722 | $4.1M | 60,000 | 2.9% |
| Liberty Media Corp del(LLYVA*) | COM LBTY LIV S A | 531229748 | $4.0M | 60,000 | 2.8% |
| Atlanta Braves Hldgs Inc(BATRK) | COM SER C | 047726302 | $4.0M | 103,330 | 2.8% |
| Atlanta Braves Hldgs Inc(BATRA) | COM SER A | 047726104 | $3.1M | 75,000 | 2.2% |