Q4 2023 Holdings
Filed 2024-02-14 | 5 holdings | $381.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $189.4M | 349 | 49.7% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $105.1M | 3,009,736 | 27.6% |
| Winnebago Inds Inc(WGO) | COM | 974637100 | $72.6M | 996,573 | 19.1% |
| Smith & Wesson Brands Inc(SWBI) | COM | 831754106 | $11.4M | 840,038 | 3.0% |
| Ishares TR(SGOV) | 0-3 MNTH TREASRY | 46436E718 | $2.5M | 25,100 | 0.7% |