Q3 2023 Holdings
Filed 2023-11-14 | 16 holdings | $745.9M | 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 | $202.0M | 2,328,318 | 27.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $127.1M | 1,081,000 | 17.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $98.3M | 280,689 | 13.2% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $95.9M | 2,345,946 | 12.9% |
| Daily Journal Corp(DJCO) | COM | 233912104 | $95.2M | 323,892 | 12.8% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $71.0M | 2,109,458 | 9.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $32.2M | 101,880 | 4.3% |
| Wabash Natl Corp(WNC) | COM | 929566107 | $9.2M | 437,011 | 1.2% |
| Posco Holdings Inc(PKX) | SPONSORED ADR | 693483109 | $4.3M | 41,757 | 0.6% |
| International Business Machs(IBM) | COM | 459200101 | $3.5M | 24,718 | 0.5% |
| AMC Networks Inc(AMCX) | CL A | 00164V103 | $2.1M | 175,520 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $1.9M | 10,817 | 0.2% |
| Republic Svcs Inc(RSG) | COM | 760759100 | $1.6M | 11,063 | 0.2% |
| First Amern Finl Corp(FAF) | COM | 31847R102 | $870.9K | 15,417 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $672.3K | 3,987 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $276.3K | 1,049 | 0.0% |