Q1 2025 Holdings
Filed 2025-05-15 | 59 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autoliv Inc.(ALV) | COM | 052800109 | $38.4M | 433,706 | 3.4% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $46.3M | 644,280 | 4.1% |
| Berkshire Hathaway Inc del CL B(BRK/B) | COM | 084670702 | $47.9M | 89,970 | 4.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $72.7M | 438,271 | 6.4% |
| Ionis Pharmaceuticals Inc.(IONS) | COM | 462222100 | $90.0M | 2,983,518 | 8.0% |
| Alphabet Inc(GOOGL) | COM | 02079K305 | $104.1M | 672,947 | 9.2% |
| Coca Cola Femsa(KOF) | ADR | 191241108 | $117.3M | 1,285,257 | 10.4% |
| Berkshire Hathaway Inc(BRK/A) | COM | 084670108 | $133.3M | 167 | 11.8% |
| CNH Industrial NV(CNH) | COM | N20944109 | $163.8M | 13,335,317 | 14.5% |