Q2 2020 Holdings
Filed 2020-08-13 | 9 holdings | $164.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Davita Inc(DVA) | COM | 23918K108 | $105.6K | 1,334,200 | 64.2% |
| Loews Corp(L) | COM | 540424108 | $28.7K | 836,588 | 17.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $22.2K | 124,293 | 13.5% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $2.4K | 61,409 | 1.5% |
| Coca-Cola Femsa SAB de CV(KOF) | SPONSORD ADR REP | 191241108 | $2.1K | 47,002 | 1.3% |
| Sirius XM Holdings Inc(SIRIEUR) | COM | 82968B103 | $1.6K | 277,704 | 1.0% |
| US Bancorp del(USB) | COM NEW | 902973304 | $1.3K | 34,843 | 0.8% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $355 | 1,468 | 0.2% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $263 | 8,240 | 0.2% |