Q4 2020 Holdings
Filed 2021-02-12 | 12 holdings | $171.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $32.6K | 140,600 | 19.0% |
| American Express Co(AXP) | COM | 025816109 | $25.4K | 210,000 | 14.8% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $23.5K | 65,750 | 13.7% |
| BK of America Corp(BAC) | COM | 060505104 | $23.3K | 767,845 | 13.6% |
| Ferrari N V(RACE) | COM | N3167Y103 | $18.4K | 80,000 | 10.8% |
| Micron Technology Inc(MU) | COM | 595112103 | $15.0K | 200,000 | 8.8% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $10.4K | 30 | 6.1% |
| Moodys Corp(MCO) | COM | 615369105 | $7.8K | 27,000 | 4.6% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $7.3K | 500,000 | 4.3% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $4.6K | 151,741 | 2.7% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $1.6K | 30,000 | 0.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.4K | 800 | 0.8% |