Q4 2024 Holdings
Filed 2025-02-14 | 70 holdings | $523.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Conocophillips(COP) | COM | 20825C104 | $9.5M | 95,979 | 1.8% |
| Liberty Broadband(LBRDK) | COM | 530307305 | $10.1M | 135,130 | 1.9% |
| Comcast Corp(CMCSA) | COM | 20030N101 | $10.4M | 277,307 | 2.0% |
| Barrick Gold Corp | COM | 679011080 | $11.3M | 726,027 | 2.2% |
| Chevron Corp(CVX) | COM | 166764100 | $11.3M | 77,786 | 2.2% |
| Pfizer Inc(PFE) | COM | 717081103 | $11.7M | 440,622 | 2.2% |
| Markel Corp(MKL) | COM | 570535104 | $11.8M | 6,816 | 2.2% |
| Merck & Co. Inc.(MRK) | COM | 58933Y105 | $11.8M | 119,006 | 2.3% |
| Newmont Corp(NEM) | COM | 651639106 | $12.5M | 337,099 | 2.4% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $12.7M | 117,719 | 2.4% |
| Amazon(AMZN) | COM | 023135106 | $13.5M | 61,550 | 2.6% |
| Sprott Physical Gold & Silver(CEF/U) | COM | 85208R101 | $17.0M | 715,807 | 3.3% |
| Unilever(UNUSD) | COM | 904784709 | $20.2M | 356,906 | 3.9% |
| Visa Inc(V) | COM | 92826C839 | $20.8M | 65,886 | 4.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $22.1M | 52,511 | 4.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $22.5M | 155,318 | 4.3% |
| Meta Platforms, Inc.(META) | COM | 30303M102 | $22.7M | 38,716 | 4.3% |
| Agnico Eagle Mines(AEM) | COM | 008474108 | $36.9M | 471,787 | 7.1% |
| Alphabet Inc. Class A(GOOGL) | COM | 02079K305 | $37.3M | 197,143 | 7.1% |
| Berkshire Hathaway(BRK/B) | COM | 084670702 | $109.7M | 242,030 | 21.0% |