Q2 2025 Holdings
Filed 2025-07-25 | 97 holdings | $537.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Texas Pacific Land Corp(TPL) | COM | 88262P102 | $42.9M | 40,647 | 8.0% |
| Berkshire Hathaway Inc Cl B(BRK/B) | COM | 084670702 | $35.8M | 73,726 | 6.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $21.5M | 43,271 | 4.0% |
| Arthur J Gallagher & Co(AJG) | COM | 363576109 | $21.2M | 66,293 | 3.9% |
| Auto Zone Inc(AZO) | COM | 053332102 | $20.4M | 5,485 | 3.8% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $20.1M | 52,465 | 3.7% |
| Phillips 66(PSX) | COM | 718546104 | $18.0M | 150,520 | 3.3% |
| Alphabet Inc Cl C(GOOG) | COM | 02079K107 | $17.5M | 98,456 | 3.2% |
| Berkshire Hathaway Inc Cl A(BRK/A) | COM | 084670108 | $14.6M | 20 | 2.7% |
| Aflac Inc(AFL) | COM | 001055102 | $13.6M | 129,405 | 2.5% |
| Elevance Health Inc(ELV) | COM | 036752103 | $13.5M | 34,606 | 2.5% |
| Copart Inc(CPRT) | COM | 217204106 | $13.3M | 271,837 | 2.5% |
| Fifth Third Bancorp(FITB) | COM | 316773100 | $13.0M | 315,837 | 2.4% |
| Nelnet(NNI) | COM | 64031N108 | $12.2M | 101,016 | 2.3% |
| Disney Walt(DIS) | COM | 254687106 | $12.1M | 97,446 | 2.2% |
| Asbury Automotive Group(ABG) | COM | 043436104 | $11.3M | 47,385 | 2.1% |
| Lincoln Electric Holdings Inc(LECO) | COM | 533900106 | $10.9M | 52,773 | 2.0% |
| Brookfield Corporation(BN) | COM | 11271J107 | $10.9M | 176,144 | 2.0% |
| Hershey Foods Corp(HSY) | COM | 427866108 | $9.2M | 55,400 | 1.7% |
| Bruker Corp(BRKR) | COM | 116794108 | $9.0M | 217,648 | 1.7% |
| Dino Polska SA Adr | COM | 25445T106 | $8.4M | 116,349 | 1.6% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $7.8M | 51,385 | 1.5% |
| Canadian Pacific Kansas City L(CP) | COM | 13646K108 | $7.7M | 96,998 | 1.4% |
| Charles River Labs Int'l(CRL) | COM | 159864107 | $7.7M | 50,473 | 1.4% |
| Enovis Corp(ENOV) | COM | 194014502 | $7.1M | 227,235 | 1.3% |
| Cullen t Bankers, Inc.(CFR) | COM | 229899109 | $6.9M | 53,970 | 1.3% |
| Coca Cola Co(KO) | COM | 191216100 | $6.9M | 97,238 | 1.3% |
| Boston Omaha Corp(BOC) | COM | 101044105 | $6.8M | 481,345 | 1.3% |
| MSC Industrial Direct Co.(MSM) | COM | 553530106 | $6.5M | 76,094 | 1.2% |
| Thermo Fisher Corp(TMO) | COM | 883556102 | $6.3M | 15,626 | 1.2% |
| First National of Nebraska Inc(FINN) | COM | 335720108 | $5.6M | 425 | 1.0% |
| Alphabet Inc Cl A(GOOGL) | COM | 02079K305 | $5.5M | 31,168 | 1.0% |
| Vulcan Materials Co(VMC) | COM | 929160109 | $5.5M | 21,044 | 1.0% |
| Accenture Plc Ireland Shs Cl A(ACN) | COM | G1151C101 | $5.1M | 16,983 | 0.9% |
| Pfizer Inc(PFE) | COM | 717081103 | $5.0M | 207,651 | 0.9% |
| LKQ Corporation(LKQ) | COM | 501889208 | $5.0M | 135,966 | 0.9% |
| Chevron Corp(CVX) | COM | 166764100 | $4.8M | 33,370 | 0.9% |
| Sky Harbour Group Corp Cl A(SKYH) | COM | 83085C107 | $4.4M | 454,300 | 0.8% |
| Ross Stores Inc(ROST) | COM | 778296103 | $4.1M | 32,085 | 0.8% |
| Civitas Resources Inc.(CIVI) | COM | 17888H103 | $3.9M | 141,235 | 0.7% |
| Apple Inc(AAPL) | COM | 037833100 | $3.7M | 18,172 | 0.7% |
| Waters Corp(WAT) | COM | 941848103 | $3.7M | 10,616 | 0.7% |
| Canadian National Railway Co(CNI) | COM | 136375102 | $3.6M | 34,343 | 0.7% |
| TJX Companies Inc(TJX) | COM | 872540109 | $3.6M | 28,790 | 0.7% |
| Brookfield Asset Management Lt(BAM) | COM | 113004105 | $3.5M | 63,849 | 0.7% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $3.5M | 21,246 | 0.6% |
| MarineMax, Inc.(HZO) | COM | 567908108 | $3.5M | 138,168 | 0.6% |
| Dream Finders Homes Inc Cl A(DFH) | COM | 26154D100 | $3.4M | 136,519 | 0.6% |
| Spdr S&P 500(SPY) | COM | 78462F103 | $3.1M | 5,083 | 0.6% |
| Liberty Media Corp Ser A Formu(LM05) | COM | 531229870 | $3.1M | 32,930 | 0.6% |