Q4 2024 Holdings
Filed 2025-02-13 | 21 holdings | $1.1B | 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 | $239.7M | 2,826,939 | 21.9% |
| Daily Journal Corp(DJCO) | COM | 233912104 | $179.9M | 316,714 | 16.4% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $133.3M | 1,897,727 | 12.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $114.2M | 251,973 | 10.4% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $104.6M | 972,730 | 9.6% |
| FOX Factory Hldg Corp(FOXF) | COM | 35138V102 | $60.5M | 1,997,531 | 5.5% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $57.8M | 1,881,362 | 5.3% |
| Polaris Inc(PII) | COM | 731068102 | $51.3M | 889,698 | 4.7% |
| Carters Inc(CRI) | COM | 146229109 | $48.4M | 892,875 | 4.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $39.7M | 94,292 | 3.6% |
| Whirlpool Corp(WHR) | COM | 963320106 | $33.7M | 294,108 | 3.1% |
| AMC Networks Inc(AMCX) | CL A | 00164V103 | $15.4M | 1,556,654 | 1.4% |
| Wabash Natl Corp(WNC) | COM | 929566107 | $6.4M | 375,873 | 0.6% |
| Apple Inc(AAPL) | COM | 037833100 | $3.0M | 12,102 | 0.3% |
| International Business Machs(IBM) | COM | 459200101 | $2.7M | 12,410 | 0.2% |
| Republic Svcs Inc(RSG) | COM | 760759100 | $1.4M | 7,009 | 0.1% |
| First Amern Finl Corp(FAF) | COM | 31847R102 | $962.6K | 15,417 | 0.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $848.3K | 6,317 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $340.4K | 2,350 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $234.5K | 1,407 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $217.1K | 749 | 0.0% |