Q1 2025 Holdings
Filed 2025-05-02 | 69 holdings | $3.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway(BRK/B)Call | COM | 084670702 | $1.9B | 3,548,500 | 55.1% |
| Berkshire Hathaway(BRK/B) | COM | 084670702 | $565.5M | 1,061,739 | 16.5% |
| Brookfield Corp.(BN) | COM | 11271J107 | $156.9M | 2,994,015 | 4.6% |
| Markel(MKL) | COM | 570535104 | $147.9M | 79,086 | 4.3% |
| Alphabet | COM | 38259P706 | $114.4M | 732,048 | 3.3% |
| AerCap Holdings(AER) | COM | N00985106 | $87.2M | 853,261 | 2.5% |
| LKQ Corp(LKQ) | COM | 501889208 | $68.1M | 1,600,158 | 2.0% |
| Suncor(SU) | COM | 867224107 | $65.5M | 1,692,875 | 1.9% |
| First Citizens(FCNCA) | COM | 31946M103 | $63.0M | 33,958 | 1.8% |
| FedEx(FDX) | COM | 31428X106 | $48.9M | 200,622 | 1.4% |
| CarMax(KMX) | COM | 143130102 | $47.5M | 609,687 | 1.4% |
| Disney (Walt)(DIS) | COM | 254687106 | $43.3M | 438,568 | 1.3% |
| Hershey Foods(HSY) | COM | 427866108 | $32.2M | 188,075 | 0.9% |
| Sirius XM(SIRI) | COM | 829933100 | $26.4M | 1,172,344 | 0.8% |
| Berkshire Hathaway 'a'(BRK/A) | COM | 084670108 | $21.9M | 29 | 0.6% |
| Cimpress | COM | 045290255 | $16.4M | 361,617 | 0.5% |
| Apple(AAPL) | COM | 037833100 | $5.9M | 26,654 | 0.2% |
| Wayfair(W) | COM | 94419L101 | $5.4M | 167,745 | 0.2% |
| Bank of America(BAC) | COM | 060505104 | $3.8M | 90,913 | 0.1% |
| Biglari Cl A(BH/A) | COM | 08986R408 | $2.5M | 2,314 | 0.1% |
| Microsoft(MSFT) | COM | 594918104 | $2.3M | 6,031 | 0.1% |
| Trupanion Inc.(TRUP) | COM | 898202106 | $1.6M | 42,320 | 0.0% |
| Amgen(AMGN) | COM | 031162100 | $1.2M | 3,795 | 0.0% |
| Goldman Sachs(GS) | COM | 38141G104 | $671.9K | 1,230 | 0.0% |
| Tesla Motors(TSLA) | COM | 88160R101 | $655.2K | 2,528 | 0.0% |
| General Electric | COM | 369604103 | $648.5K | 3,240 | 0.0% |
| Caterpillar Tractor(CAT) | COM | 149123101 | $566.3K | 1,717 | 0.0% |
| Brookfield Asset Management(BAM) | COM | 113004105 | $561.3K | 11,586 | 0.0% |
| Amazon Com(AMZN) | COM | 023135106 | $560.0K | 2,943 | 0.0% |
| Alphabet Class A | COM | 38259P508 | $544.5K | 3,521 | 0.0% |
| Spdr S&P 500(SPY) | ETF | 78462F103 | $539.8K | 965 | 0.0% |
| IShares Exponential Technologi(XT) | ETF | 46434V381 | $506.5K | 8,800 | 0.0% |
| Raytheon Technologies(RTX) | COM | 75513E101 | $462.2K | 3,489 | 0.0% |
| Uber(UBER) | COM | 90353T100 | $363.6K | 4,990 | 0.0% |
| Wells Fargo(WFC) | COM | 949746101 | $352.7K | 4,913 | 0.0% |
| Conocophillips(COP) | COM | 20825C104 | $350.1K | 3,334 | 0.0% |
| Powershares QQQ Trust | ETF | 73935A104 | $336.2K | 717 | 0.0% |
| Fastenal(FAST) | COM | 311900104 | $307.1K | 3,960 | 0.0% |
| GE Vernova(GEV) | COM | 36828A101 | $301.6K | 988 | 0.0% |
| Biglari Holdings | COM | 08986R101 | $290.2K | 1,340 | 0.0% |
| Illinois Tool Works(ITW) | COM | 452308109 | $272.8K | 1,100 | 0.0% |
| Verizon(VZ) | COM | 92343V104 | $263.3K | 5,805 | 0.0% |
| Schwab US Large Cap Growth(SCHG) | COM | 808524300 | $245.4K | 9,800 | 0.0% |
| JPMorgan Chase(JPM) | COM | 46625H100 | $233.5K | 952 | 0.0% |
| Corning(GLW) | COM | 219350105 | $231.2K | 5,050 | 0.0% |
| Nvidia(NVDA) | COM | 67066G104 | $229.5K | 2,117 | 0.0% |
| Chevron(CVX) | COM | 166764100 | $225.8K | 1,350 | 0.0% |
| Quest Diagnostics(DGX) | COM | 74834L100 | $220.0K | 1,300 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $212.3K | 1,245 | 0.0% |
| Procter & Gamble(PG) | COM | 742718109 | $204.5K | 1,200 | 0.0% |