Q2 2023 Holdings
Filed 2023-08-11 | 60 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lockheed Martin Corp(LMT) | COM | 539830109 | $48.1M | 104,550 | 4.2% |
| Digitalbridge Group Inc(DBRG) | CL A NEW | 25401T603 | $49.4M | 3,355,775 | 4.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $53.2M | 155,891 | 4.7% |
| Apple Inc(AAPL) | COM | 037833100 | $62.6M | 322,639 | 5.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $69.9M | 536,563 | 6.1% |
| Copart Inc(CPRT) | COM | 217204106 | $73.4M | 804,516 | 6.4% |
| Oreilly Automotive Inc(ORLY) | COM | 67103H107 | $80.2M | 83,992 | 7.0% |
| American Tower Corp New(AMT) | CL A | 03027X100 | $113.3M | 584,232 | 9.9% |
| Markel Group Inc(MKL) | COM | 570535104 | $121.2M | 87,648 | 10.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $159.4M | 467,949 | 14.0% |