Q4 2023 Holdings
Filed 2024-01-12 | 9 holdings | $102.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Progressive Corp(PGR) | COM | 743315103 | $20.2M | 127,126 | 19.7% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $19.5M | 114,592 | 18.9% |
| Carmax Inc(KMX) | COM | 143130102 | $19.0M | 247,520 | 18.5% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $13.7M | 198,499 | 13.3% |
| Lowes COS Inc(LOW) | COM | 548661107 | $11.1M | 50,000 | 10.8% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $9.6M | 26,872 | 9.3% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $5.4M | 10 | 5.3% |
| Bread Financial Holdings Inc(BFH) | COM | 018581108 | $2.4M | 72,000 | 2.3% |
| Deere & Co(DE) | COM | 244199105 | $2.0M | 5,000 | 1.9% |