Q1 2025 Holdings
Filed 2025-04-28 | 89 holdings | $541.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Texas Pacific Land Corp(TPL) | COM | 88262P102 | $54.0M | 40,775 | 10.0% |
| Berkshire Hathaway Inc Cl B(BRK/B) | COM | 084670702 | $39.7M | 74,568 | 7.3% |
| Arthur J Gallagher & Co(AJG) | COM | 363576109 | $23.6M | 68,258 | 4.3% |
| Auto Zone Inc(AZO) | COM | 053332102 | $20.5M | 5,380 | 3.8% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $18.2M | 52,697 | 3.4% |
| Phillips 66(PSX) | COM | 718546104 | $17.6M | 142,737 | 3.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $16.6M | 44,280 | 3.1% |
| Berkshire Hathaway Inc Cl A(BRK/A) | COM | 084670108 | $16.0M | 20 | 2.9% |
| Copart Inc(CPRT) | COM | 217204106 | $15.2M | 269,415 | 2.8% |
| Alphabet Inc Cl C(GOOG) | COM | 02079K107 | $15.2M | 97,230 | 2.8% |
| Elevance Health Inc(ELV) | COM | 036752103 | $14.7M | 33,806 | 2.7% |
| Aflac Inc(AFL) | COM | 001055102 | $14.4M | 129,117 | 2.6% |
| Fifth Third Bancorp(FITB) | COM | 316773100 | $12.2M | 312,180 | 2.3% |
| Nelnet(NNI) | COM | 64031N108 | $11.2M | 101,138 | 2.1% |
| Asbury Automotive Group(ABG) | COM | 043436104 | $10.5M | 47,380 | 1.9% |
| Lincoln Electric Holdings Inc(LECO) | COM | 533900106 | $10.0M | 52,875 | 1.8% |
| Disney Walt(DIS) | COM | 254687106 | $9.6M | 97,225 | 1.8% |
| Brookfield Corporation(BN) | COM | 11271J107 | $9.5M | 181,897 | 1.8% |
| Hershey Foods Corp(HSY) | COM | 427866108 | $9.5M | 55,257 | 1.7% |
| Bruker Corp(BRKR) | COM | 116794108 | $8.7M | 208,306 | 1.6% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $8.7M | 52,236 | 1.6% |
| Charles River Labs Int'l(CRL) | COM | 159864107 | $8.4M | 55,991 | 1.6% |
| Enovis Corp(ENOV) | COM | 194014502 | $8.2M | 213,669 | 1.5% |
| Thermo Fisher Corp(TMO) | COM | 883556102 | $7.7M | 15,503 | 1.4% |
| Coca Cola Co(KO) | COM | 191216100 | $7.7M | 107,338 | 1.4% |
| Boston Omaha Corp(BOC) | COM | 101044105 | $6.9M | 475,795 | 1.3% |
| Canadian Pacific Kansas City L(CP) | COM | 13646K108 | $6.9M | 98,447 | 1.3% |
| Cullen t Bankers, Inc.(CFR) | COM | 229899109 | $6.7M | 53,530 | 1.2% |
| Dino Polska SA Adr | COM | 25445T106 | $6.6M | 115,003 | 1.2% |
| MSC Industrial Direct Co.(MSM) | COM | 553530106 | $5.9M | 75,961 | 1.1% |
| LKQ Corporation(LKQ) | COM | 501889208 | $5.8M | 137,160 | 1.1% |
| Sky Harbour Group Corp Cl A(SKYH) | COM | 83085C107 | $5.7M | 437,849 | 1.1% |
| Chevron Corp(CVX) | COM | 166764100 | $5.6M | 33,446 | 1.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $5.3M | 209,926 | 1.0% |
| Accenture Plc Ireland Shs Cl A(ACN) | COM | G1151C101 | $5.3M | 16,864 | 1.0% |
| First National of Nebraska Inc(FINN) | COM | 335720108 | $5.0M | 415 | 0.9% |
| Civitas Resources Inc.(CIVI) | COM | 17888H103 | $4.9M | 141,588 | 0.9% |
| Vulcan Materials Co(VMC) | COM | 929160109 | $4.9M | 21,044 | 0.9% |
| Alphabet Inc Cl A(GOOGL) | COM | 02079K305 | $4.8M | 31,168 | 0.9% |
| Ross Stores Inc(ROST) | COM | 778296103 | $4.0M | 31,591 | 0.7% |
| Apple Inc(AAPL) | COM | 037833100 | $4.0M | 18,172 | 0.7% |
| Waters Corp(WAT) | COM | 941848103 | $3.9M | 10,502 | 0.7% |
| Canadian National Railway Co(CNI) | COM | 136375102 | $3.4M | 34,680 | 0.6% |
| TJX Companies Inc(TJX) | COM | 872540109 | $3.4M | 27,593 | 0.6% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $3.2M | 21,332 | 0.6% |
| Brookfield Asset Management Lt(BAM) | COM | 113004105 | $3.1M | 64,595 | 0.6% |
| Dream Finders Homes Inc Cl A(DFH) | COM | 26154D100 | $3.0M | 134,434 | 0.6% |
| McDonalds Corp(MCD) | COM | 580135101 | $3.0M | 9,672 | 0.6% |
| Spdr S&P 500(SPY) | COM | 78462F103 | $2.8M | 5,083 | 0.5% |
| MarineMax, Inc.(HZO) | COM | 567908108 | $2.8M | 130,353 | 0.5% |