Q1 2025 Holdings
Filed 2025-04-17 | 19 holdings | $1.2B | 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 | $342.7M | 2,591,858 | 27.6% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $131.9M | 247,747 | 10.6% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $131.8M | 1,835,793 | 10.6% |
| Daily Journal Corp(DJCO) | COM | 233912104 | $129.4M | 325,419 | 10.4% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $100.4M | 844,424 | 8.1% |
| Polaris Inc(PII) | COM | 731068102 | $98.1M | 2,395,049 | 7.9% |
| Carters Inc(CRI) | COM | 146229109 | $89.6M | 2,190,482 | 7.2% |
| FOX Factory Hldg Corp(FOXF) | COM | 35138V102 | $83.5M | 3,576,560 | 6.7% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $40.5M | 1,329,471 | 3.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $35.3M | 93,995 | 2.8% |
| Whirlpool Corp(WHR) | COM | 963320106 | $28.0M | 310,796 | 2.3% |
| AMC Networks Inc(AMCX) | CL A | 00164V103 | $18.7M | 2,712,921 | 1.5% |
| Wabash Natl Corp(WNC) | COM | 929566107 | $4.0M | 364,491 | 0.3% |
| International Business Machs(IBM) | COM | 459200101 | $2.6M | 10,555 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $2.3M | 10,352 | 0.2% |
| Republic Svcs Inc(RSG) | COM | 760759100 | $1.5M | 6,333 | 0.1% |
| First Amern Finl Corp(FAF) | COM | 31847R102 | $1.0M | 15,417 | 0.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $726.0K | 6,699 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $202.4K | 648 | 0.0% |