Q4 2024 Holdings
Filed 2025-01-23 | 91 holdings | $531.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Texas Pacific Land Corp(TPL) | COM | 88262P102 | $51.2M | 46,309 | 9.6% |
| Berkshire Hathaway Inc Cl B(BRK/B) | COM | 084670702 | $33.7M | 74,411 | 6.4% |
| Arthur J Gallagher & Co(AJG) | COM | 363576109 | $20.2M | 71,015 | 3.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $18.7M | 44,408 | 3.5% |
| Alphabet Inc Cl C(GOOG) | COM | 02079K107 | $18.7M | 98,104 | 3.5% |
| Auto Zone Inc(AZO) | COM | 053332102 | $18.4M | 5,735 | 3.5% |
| Copart Inc(CPRT) | COM | 217204106 | $16.0M | 279,546 | 3.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $16.0M | 53,429 | 3.0% |
| Berkshire Hathaway Inc Cl A(BRK/A) | COM | 084670108 | $15.0M | 22 | 2.8% |
| Fifth Third Bancorp(FITB) | COM | 316773100 | $13.5M | 319,430 | 2.5% |
| Aflac Inc(AFL) | COM | 001055102 | $13.4M | 129,545 | 2.5% |
| Phillips 66(PSX) | COM | 718546104 | $11.9M | 104,590 | 2.2% |
| Elevance Health Inc(ELV) | COM | 036752103 | $11.8M | 32,088 | 2.2% |
| Asbury Automotive Group(ABG) | COM | 043436104 | $11.3M | 46,359 | 2.1% |
| Brookfield Corporation(BN) | COM | 11271J107 | $11.1M | 192,694 | 2.1% |
| Nelnet(NNI) | COM | 64031N108 | $11.0M | 102,964 | 2.1% |
| Disney Walt(DIS) | COM | 254687106 | $10.8M | 96,995 | 2.0% |
| Charles River Labs Int'l(CRL) | COM | 159864107 | $10.2M | 55,037 | 1.9% |
| Lincoln Electric Holdings Inc(LECO) | COM | 533900106 | $9.9M | 52,942 | 1.9% |
| Enovis Corp(ENOV) | COM | 194014502 | $9.5M | 215,440 | 1.8% |
| Hershey Foods Corp(HSY) | COM | 427866108 | $9.2M | 54,412 | 1.7% |
| Thermo Fisher Corp(TMO) | COM | 883556102 | $8.2M | 15,755 | 1.5% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $7.6M | 52,397 | 1.4% |
| Civitas Resources Inc.(CIVI) | COM | 17888H103 | $7.5M | 163,263 | 1.4% |
| Cullen t Bankers, Inc.(CFR) | COM | 229899109 | $7.2M | 53,463 | 1.4% |
| Canadian Pacific Kansas City L(CP) | COM | 13646K108 | $7.0M | 96,897 | 1.3% |
| Boston Omaha Corp(BOC) | COM | 101044105 | $6.8M | 481,428 | 1.3% |
| Coca Cola Co(KO) | COM | 191216100 | $6.7M | 107,403 | 1.3% |
| LKQ Corporation(LKQ) | COM | 501889208 | $6.6M | 179,687 | 1.2% |
| Alphabet Inc Cl A(GOOGL) | COM | 02079K305 | $6.4M | 33,556 | 1.2% |
| Accenture Plc Ireland Shs Cl A(ACN) | COM | G1151C101 | $6.2M | 17,741 | 1.2% |
| Dino Polska SA Adr | COM | 25445T106 | $5.7M | 120,813 | 1.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $5.6M | 210,776 | 1.1% |
| MSC Industrial Direct Co.(MSM) | COM | 553530106 | $5.4M | 72,707 | 1.0% |
| Vulcan Materials Co(VMC) | COM | 929160109 | $5.4M | 21,044 | 1.0% |
| First National of Nebraska Inc(FINN) | COM | 335720108 | $5.4M | 443 | 1.0% |
| Apple Inc(AAPL) | COM | 037833100 | $5.1M | 20,239 | 1.0% |
| Chevron Corp(CVX) | COM | 166764100 | $5.0M | 34,297 | 0.9% |
| Ross Stores Inc(ROST) | COM | 778296103 | $4.9M | 32,191 | 0.9% |
| Sky Harbour Group Corp Cl A(SKYH) | COM | 83085C107 | $4.5M | 374,781 | 0.8% |
| Waters Corp(WAT) | COM | 941848103 | $4.4M | 11,994 | 0.8% |
| MarineMax, Inc.(HZO) | COM | 567908108 | $3.8M | 130,769 | 0.7% |
| Brookfield Asset Management Lt(BAM) | COM | 113004105 | $3.6M | 67,103 | 0.7% |
| TJX Companies Inc(TJX) | COM | 872540109 | $3.6M | 29,917 | 0.7% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $3.4M | 21,330 | 0.6% |
| Canadian National Railway Co(CNI) | COM | 136375102 | $3.3M | 32,890 | 0.6% |
| Dream Finders Homes Inc Cl A(DFH) | COM | 26154D100 | $3.3M | 142,245 | 0.6% |
| Liberty Media Corp Ser A Formu(LM05) | COM | 531229870 | $3.0M | 35,980 | 0.6% |
| Spdr S&P 500(SPY) | COM | 78462F103 | $3.0M | 5,083 | 0.6% |
| McDonalds Corp(MCD) | COM | 580135101 | $2.8M | 9,672 | 0.5% |