Q1 2023 Holdings
Filed 2023-05-12 | 7 holdings | $135.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Costco Wholesale Corp(COST) | COM | 22160K105 | $70.5M | 141,809 | 51.9% |
| Alphabet Inc Cap Stkcl C(GOOG) | COM | 02079K107 | $64.0M | 615,719 | 47.2% |
| Alphabet Inc CL A(GOOGL) | COM | 02079K305 | $1.1M | 10,780 | 0.8% |
| Markel Corp(MKL) | COM | 570535104 | $47.7K | 37,368 | 0.0% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $37.7K | 106,211 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $35.3K | 655,106 | 0.0% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | COM | 084670702 | $23.8K | 77,083 | 0.0% |