Q1 2023 Holdings
Filed 2023-05-02 | 9 holdings | $90.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Progressive Corp(PGR) | COM | 743315103 | $28.9M | 201,826 | 31.9% |
| Carmax Inc(KMX) | COM | 143130102 | $15.9M | 247,520 | 17.6% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $14.9M | 114,592 | 16.5% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $10.4M | 198,499 | 11.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $8.3M | 26,872 | 9.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $4.7M | 10 | 5.1% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $3.2M | 31,875 | 3.5% |
| Bread Financial Holdings Inc(BFH) | COM | 018581108 | $2.2M | 72,000 | 2.4% |
| Lowes COS Inc(LOW) | COM | 548661107 | $2.0M | 10,000 | 2.2% |