Q2 2024 Holdings
Filed 2024-07-23 | 109 holdings | $448.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $16.5M | 85,233 | 3.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $18.4M | 41,269 | 4.1% |
| Danaher Corporation(DHR) | COM | 235851102 | $19.6M | 78,503 | 4.4% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $28.4M | 64,437 | 6.3% |
| Markel Group Inc(MKL) | COM | 570535104 | $28.4M | 18,045 | 6.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $30.8M | 169,022 | 6.9% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $31.6M | 37,157 | 7.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $33.7M | 55 | 7.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $39.1M | 96,044 | 8.7% |