Q4 2024 Holdings
Filed 2025-01-21 | 8 holdings | $118.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Progressive Corp COM(PGR) | COM | 743315103 | $27.8M | 116,170 | 23.6% |
| JPMorgan Chase &co. COM(JPM) | COM | 46625H100 | $22.7M | 94,897 | 19.3% |
| Carmax Inc(KMX) | COM | 143130102 | $20.2M | 247,520 | 17.1% |
| Schwab Charles Corp COM(SCHW) | COM | 808513105 | $14.7M | 198,499 | 12.4% |
| Lowes Companies Inc COM Usd0.50(LOW) | COM | 548661107 | $12.3M | 50,000 | 10.4% |
| Ulta Beauty Inc COM(ULTA) | COM | 90384S303 | $11.4M | 26,173 | 9.6% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $6.8M | 10 | 5.8% |
| Deere & Co(DE) | COM | 244199105 | $2.1M | 5,000 | 1.8% |