Q3 2023 Holdings
Filed 2023-11-14 | 60 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lockheed Martin Corp(LMT) | COM | 539830109 | $42.8M | 104,568 | 4.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $54.4M | 155,403 | 5.1% |
| Apple Inc(AAPL) | COM | 037833100 | $55.5M | 324,322 | 5.2% |
| Digitalbridge Group Inc(DBRG) | CL A NEW | 25401T603 | $59.1M | 3,359,197 | 5.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $68.4M | 538,261 | 6.4% |
| Copart Inc(CPRT) | COM | 217204106 | $69.3M | 1,607,644 | 6.5% |
| Oreilly Automotive Inc(ORLY) | COM | 67103H107 | $76.1M | 83,708 | 7.1% |
| American Tower Corp New(AMT) | CL A | 03027X100 | $95.6M | 581,308 | 8.9% |
| Markel Group Inc(MKL) | COM | 570535104 | $128.7M | 87,390 | 12.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $146.0M | 462,235 | 13.7% |