Q1 2025 Holdings
Filed 2025-05-02 | 16 holdings | $177.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway B(BRK/B) | STOCK | 084670702 | $22.9M | 43,007 | 12.9% |
| Markel(MKL) | STOCK | 570535104 | $19.8M | 10,611 | 11.2% |
| Cigna(CI) | STOCK | 125523100 | $17.9M | 54,409 | 10.1% |
| Vontier(VNT) | STOCK | 928881101 | $13.3M | 405,458 | 7.5% |
| Parker Hannifin(PH) | STOCK | 701094104 | $13.0M | 21,337 | 7.3% |
| Charter Communications(CHTR) | STOCK | 16119P108 | $12.0M | 32,658 | 6.8% |
| Carmax(KMX) | STOCK | 143130102 | $10.3M | 132,349 | 5.8% |
| Phinia(PHIN) | STOCK | 71880K101 | $10.3M | 242,474 | 5.8% |
| Apple(AAPL) | STOCK | 037833100 | $9.5M | 42,665 | 5.4% |
| Dollar General(DG) | STOCK | 256677105 | $9.2M | 104,107 | 5.2% |
| Labcorp Holdings(LH) | STOCK | 504922105 | $8.9M | 38,220 | 5.0% |
| Heineken Holdings(HEIO) | STOCK | N39338194 | $8.6M | 119,338 | 4.9% |
| Henry Schein(HSIC) | STOCK | 806407102 | $8.2M | 119,040 | 4.6% |
| American Express(AXP) | STOCK | 025816109 | $8.1M | 30,144 | 4.6% |
| Danaher(DHR) | STOCK | 235851102 | $4.7M | 23,149 | 2.7% |
| Veralto(VLTO) | STOCK | 92338C103 | $311.2K | 3,193 | 0.2% |