Q1 2020 Holdings
Filed 2020-05-06 | 11 holdings | $146.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ferrari N V(RACE) | COM | N3167Y103 | $31.2K | 200,000 | 21.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $25.7K | 140,600 | 17.5% |
| American Express Co(AXP) | COM | 025816109 | $18.0K | 210,000 | 12.3% |
| BK of America Corp(BAC) | COM | 060505104 | $16.3K | 767,845 | 11.1% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $15.9K | 65,750 | 10.8% |
| Fiat Chrysler Automobiles N | SHS | N31738102 | $13.0K | 1,800,000 | 8.9% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $8.2K | 30 | 5.6% |
| Moodys Corp(MCO) | COM | 615369105 | $5.3K | 25,000 | 3.6% |
| Micron Technology Inc(MU) | COM | 595112103 | $5.0K | 120,000 | 3.4% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $4.4K | 151,741 | 3.0% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $3.6K | 400,000 | 2.5% |