Q1 2023 Holdings
Filed 2023-05-15 | 108 holdings | $268.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Powell Inds Inc(POWL) | COM | 739128106 | $7.7M | 181,572 | 2.9% |
| Markel Corp(MKL) | COM | 570535104 | $10.3M | 8,078 | 3.8% |
| Schlumberger LTD(SLB) | COM STK | 806857108 | $10.5M | 213,756 | 3.9% |
| Atkore Inc(ATKR) | COM | 047649108 | $10.8M | 77,098 | 4.0% |
| Diamondback Energy Inc(FANG) | COM | 25278X109 | $12.6M | 93,442 | 4.7% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $12.8M | 122,853 | 4.8% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $19.1M | 93,595 | 7.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $20.5M | 66,263 | 7.6% |