Q1 2025 Holdings
Filed 2025-04-22 | 8 holdings | $119.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Progressive Corp(PGR) | COM | 743315103 | $32.9M | 116,170 | 27.5% |
| JPMorgan Chase &co(JPM) | COM | 46625H100 | $23.3M | 94,897 | 19.5% |
| Carmax Inc(KMX) | COM | 143130102 | $19.3M | 247,520 | 16.2% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $15.5M | 198,499 | 13.0% |
| Lowes Companies Inc(LOW) | COM | 548661107 | $11.7M | 50,000 | 9.8% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $9.6M | 26,173 | 8.0% |
| Berkshire Hathaway Inc(BRK/A) | CL A | 084670108 | $4.8M | 6 | 4.0% |
| Deere & Co(DE) | COM | 244199105 | $2.3M | 5,000 | 2.0% |