Q1 2021 Holdings
Filed 2021-05-17 | 12 holdings | $191.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $35.9K | 140,600 | 18.8% |
| BK of America Corp(BAC) | COM | 060505104 | $29.7K | 767,845 | 15.5% |
| American Express Co(AXP) | COM | 025816109 | $29.7K | 210,000 | 15.5% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $23.4K | 65,750 | 12.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $17.6K | 200,000 | 9.2% |
| Ferrari N V(RACE) | COM | N3167Y103 | $16.7K | 80,000 | 8.7% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $11.6K | 30 | 6.0% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $9.2K | 500,000 | 4.8% |
| Moodys Corp(MCO) | COM | 615369105 | $8.1K | 27,000 | 4.2% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $5.9K | 151,741 | 3.1% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $1.9K | 30,000 | 1.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.7K | 800 | 0.9% |