Q1 2025 Holdings
Filed 2025-05-15 | 7 holdings | $230.5M | 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 | $129.7M | 137,098 | 56.2% |
| Alphabet Inc Cap Stkcl C(GOOG) | COM | 02079K107 | $98.6M | 631,275 | 42.8% |
| Alphabet Inc CL A(GOOGL) | COM | 02079K305 | $2.0M | 13,071 | 0.9% |
| Markel Corp(MKL) | COM | 570535104 | $73.1K | 39,098 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $56.3K | 726,506 | 0.0% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $54.5K | 114,011 | 0.0% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | COM | 084670702 | $32.9K | 61,807 | 0.0% |