Q1 2023 Holdings
Filed 2023-05-15 | 14 holdings | $772.3M | 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 | $228.2M | 2,233,731 | 29.6% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $127.3M | 1,161,218 | 16.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $88.4M | 286,263 | 11.4% |
| Daily Journal Corp(DJCO) | COM | 233912104 | $85.9M | 301,572 | 11.1% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $85.2M | 2,279,294 | 11.0% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $73.0M | 1,887,890 | 9.5% |
| Posco Holdings Inc(PKX) | SPONSORED ADR | 693483109 | $37.0M | 531,248 | 4.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $29.1M | 100,961 | 3.8% |
| Wabash Natl Corp(WNC) | COM | 929566107 | $11.0M | 448,637 | 1.4% |
| International Business Machs(IBM) | COM | 459200101 | $3.2M | 24,392 | 0.4% |
| Republic Svcs Inc(RSG) | COM | 760759100 | $1.5M | 11,430 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $1.2M | 7,032 | 0.2% |
| First Amern Finl Corp(FAF) | COM | 31847R102 | $858.1K | 15,417 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $293.3K | 1,049 | 0.0% |