Q2 2023 Holdings
Filed 2023-08-14 | 16 holdings | $777.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $202.1M | 2,424,716 | 26.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $123.4M | 1,150,353 | 15.9% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $100.7M | 2,359,773 | 13.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $96.8M | 283,952 | 12.5% |
| Daily Journal Corp(DJCO) | COM | 233912104 | $87.9M | 303,695 | 11.3% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $73.0M | 2,056,121 | 9.4% |
| Posco Holdings Inc(PKX) | SPONSORED ADR | 693483109 | $38.3M | 518,104 | 4.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $34.4M | 100,942 | 4.4% |
| Wabash Natl Corp(WNC) | COM | 929566107 | $11.4M | 444,904 | 1.5% |
| International Business Machs(IBM) | COM | 459200101 | $3.3M | 24,728 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $2.1M | 10,667 | 0.3% |
| Republic Svcs Inc(RSG) | COM | 760759100 | $1.8M | 11,430 | 0.2% |
| First Amern Finl Corp(FAF) | COM | 31847R102 | $879.1K | 15,417 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $613.4K | 3,898 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $313.0K | 1,049 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $209.6K | 1,760 | 0.0% |