Q1 2026 Holdings
Filed 2026-05-13 | 108 holdings | $1.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Moody's Corp(MCO) | COM | 615369105 | $69.7M | 159,864 | 4.1% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $70.1M | 746,127 | 4.1% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $92.5M | 443,991 | 5.4% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $100.4M | 341,467 | 5.8% |
| Goldman Sachs Inc(GS) | COM | 38141G104 | $120.3M | 142,188 | 7.0% |
| Alphabet Inc SHS CL C(GOOG) | COM | 02079K107 | $139.6M | 486,485 | 8.1% |
| Markel Group Inc(MKL) | COM | 570535104 | $147.8M | 77,222 | 8.6% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $234.7M | 489,804 | 13.7% |