Q1 2026 Holdings
Filed 2026-04-21 | 55 holdings | $888.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway CL B(BRK/B) | COM | 084670702 | $46.5M | 96,981 | 5.2% |
| Teck Resources LTD CL B(TECK) | COM | 878742204 | $47.3M | 913,219 | 5.3% |
| Chevron(CVX) | COM | 166764100 | $48.8M | 235,897 | 5.5% |
| Newmont Goldcorp(NEM) | COM | 651639106 | $54.2M | 500,734 | 6.1% |
| Exxon Mobil(XOM) | COM | 30231G102 | $71.6M | 421,849 | 8.1% |