Q2 2022 Holdings
Filed 2022-08-02 | 12 holdings | $8.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $5.4M | 47,500 | 63.2% |
| Daily Journal Corp(DJCO) | COM | 233912104 | $3.0M | 11,500 | 34.9% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $38.4K | 140,600 | 0.4% |
| American Express Co(AXP) | COM | 025816109 | $29.1K | 210,000 | 0.3% |
| BK of America Corp(BAC) | COM | 060505104 | $23.9K | 767,845 | 0.3% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $20.7K | 65,750 | 0.2% |
| Ferrari N V(RACE) | COM | N3167Y103 | $14.7K | 80,000 | 0.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $12.3K | 30 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $11.1K | 200,000 | 0.1% |
| Moodys Corp(MCO) | COM | 615369105 | $7.3K | 27,000 | 0.1% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $2.6K | 500,000 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.7K | 800 | 0.0% |