Q4 2019 Holdings
Filed 2020-01-17 | 12 holdings | $217.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ferrari N V(RACE) | COM | N3167Y103 | $33.2K | 200,000 | 15.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $31.8K | 140,600 | 14.7% |
| Fiat Chrysler Automobiles N | SHS | N31738102 | $29.6K | 2,000,000 | 13.6% |
| American Express Co(AXP) | COM | 025816109 | $27.7K | 222,430 | 12.7% |
| Bank Amer Corp(BAC) | COM | 060505104 | $27.0K | 767,845 | 12.4% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $19.6K | 65,750 | 9.0% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $16.0K | 400,000 | 7.4% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $10.2K | 30 | 4.7% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $8.2K | 151,741 | 3.8% |
| Micron Technology Inc(MU) | COM | 595112103 | $6.5K | 120,000 | 3.0% |
| Moodys Corp(MCO) | COM | 615369105 | $5.9K | 25,000 | 2.7% |
| Teekay Offshore Partners L P(TK) | PARTNERSHIP UN | Y8565J101 | $1.5K | 1,000,000 | 0.7% |