Q1 2024 Holdings
Filed 2024-05-15 | 5 holdings | $400.0M | 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 | $221.4M | 349 | 55.4% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $87.7M | 2,160,534 | 21.9% |
| Winnebago Inds Inc(WGO) | COM | 974637100 | $73.7M | 996,573 | 18.4% |
| Smith & Wesson Brands Inc(SWBI) | COM | 831754106 | $14.6M | 840,038 | 3.6% |
| Ishares TR(SGOV) | 0-3 MNTH TREASRY | 46436E718 | $2.5M | 25,100 | 0.6% |