Q4 2022 Holdings
Filed 2023-02-13 | 14 holdings | $761.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $212.9M | 2,416,828 | 28.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $131.7M | 1,194,248 | 17.3% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $93.2M | 2,257,564 | 12.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $88.9M | 287,684 | 11.7% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $77.6M | 1,906,244 | 10.2% |
| Daily Journal Corp(DJCO) | COM | 233912104 | $74.8M | 298,426 | 9.8% |
| Posco Holdings Inc(PKX) | SPONSORED ADR | 693483109 | $40.9M | 750,497 | 5.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $24.2M | 101,092 | 3.2% |
| Wabash Natl Corp(WNC) | COM | 929566107 | $10.2M | 449,881 | 1.3% |
| International Business Machs(IBM) | COM | 459200101 | $3.5M | 25,138 | 0.5% |
| Republic Svcs Inc(RSG) | COM | 760759100 | $1.5M | 11,449 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $909.3K | 6,998 | 0.1% |
| First Amern Finl Corp(FAF) | COM | 31847R102 | $806.9K | 15,417 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $276.4K | 1,049 | 0.0% |