Q2 2023 Holdings
Filed 2023-08-03 | 8 holdings | $92.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Progressive Corp(PGR) | COM | 743315103 | $25.0M | 189,126 | 27.1% |
| Carmax Inc(KMX) | COM | 143130102 | $20.7M | 247,520 | 22.4% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $16.7M | 114,592 | 18.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $11.3M | 198,499 | 12.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $9.2M | 26,872 | 9.9% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $5.2M | 10 | 5.6% |
| Bread Financial Holdings Inc(BFH) | COM | 018581108 | $2.3M | 72,000 | 2.4% |
| Lowes COS Inc(LOW) | COM | 548661107 | $2.3M | 10,000 | 2.4% |