Q2 2023 Holdings
Filed 2023-08-14 | 106 holdings | $278.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Atkore Inc(ATKR) | COM | 047649108 | $10.8M | 69,126 | 3.9% |
| Markel Group Inc(MKL) | COM | 570535104 | $11.1M | 8,039 | 4.0% |
| Diamondback Energy Inc(FANG) | COM | 25278X109 | $12.2M | 93,013 | 4.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $14.1M | 116,830 | 5.1% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $19.2M | 92,535 | 6.9% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $21.6M | 63,215 | 7.8% |