Q1 2025 Holdings
Filed 2025-05-14 | 14 holdings | $141.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Willscot Hldgs Corp(WSC) | COM CL A | 971378104 | $28.5M | 1,025,000 | 20.2% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $27.9M | 35 | 19.8% |
| Siriusxm Holdings Inc(SIRI) | COMMON STOCK | 829933100 | $18.4M | 815,183 | 13.0% |
| Liberty Broadband Corp(LBRDA) | COM SER A | 530307107 | $11.9M | 140,000 | 8.4% |
| Comcast Corp(CMCSA) | CL A | 20030N101 | $8.9M | 240,000 | 6.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $7.8M | 50,000 | 5.5% |
| Coca-Cola Co(KO) | COM | 191216100 | $7.2M | 100,000 | 5.1% |
| Liberty Media Corp del(FWONA) | COM LBTY ONE S A | 531229771 | $6.9M | 85,000 | 4.9% |
| Berkshire Hathaway Inc(BRK/B) | CL B NEW | 084670702 | $5.9M | 11,000 | 4.1% |
| Atlanta Braves Hldgs Inc(BATRK) | COM SER C | 047726302 | $4.1M | 103,330 | 2.9% |
| 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 | 2.9% |
| Atlanta Braves Hldgs Inc(BATRA) | COM SER A | 047726104 | $3.3M | 75,000 | 2.3% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $2.4M | 5,000 | 1.7% |