Q4 2023 Holdings
Filed 2024-02-13 | 17 holdings | $862.1M | 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 | $246.9M | 3,185,411 | 28.6% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $120.0M | 2,439,077 | 13.9% |
| Daily Journal Corp(DJCO) | COM | 233912104 | $110.4M | 323,987 | 12.8% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $106.9M | 1,069,327 | 12.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $98.8M | 277,147 | 11.5% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $95.4M | 2,579,984 | 11.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $38.2M | 101,468 | 4.4% |
| Wabash Natl Corp(WNC) | COM | 929566107 | $9.8M | 383,458 | 1.1% |
| AMC Networks Inc(AMCX) | CL A | 00164V103 | $9.7M | 515,432 | 1.1% |
| Polaris Inc(PII) | COM | 731068102 | $8.6M | 90,339 | 1.0% |
| FOX Factory Hldg Corp(FOXF) | COM | 35138V102 | $8.0M | 118,134 | 0.9% |
| International Business Machs(IBM) | COM | 459200101 | $3.8M | 23,346 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $2.0M | 10,631 | 0.2% |
| Republic Svcs Inc(RSG) | COM | 760759100 | $1.8M | 10,939 | 0.2% |
| First Amern Finl Corp(FAF) | COM | 31847R102 | $993.5K | 15,417 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $569.3K | 3,817 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $311.0K | 1,049 | 0.0% |