Q1 2022 Holdings
Filed 2022-05-16 | 70 holdings | $663.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $8.1K | 17 | 1.2% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $9.3K | 365,939 | 1.4% |
| Liberty Media Corp del(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $9.3K | 221,089 | 1.4% |
| Mercury Genl Corp New(MCY) | COM | 589400100 | $9.4K | 184,217 | 1.4% |
| Post Hldgs Inc(POST) | COM | 737446104 | $10.0K | 137,106 | 1.5% |
| Unilever PLC | SPON ADR NEW | 904767704 | $11.0K | 240,458 | 1.7% |
| Foot Locker Inc(WOO) | COM | 344849104 | $11.6K | 388,524 | 1.7% |
| Affiliated Managers Group in(AMG) | COM | 008252108 | $11.6K | 89,209 | 1.7% |
| Hanesbrands Inc(HN9) | COM | 410345102 | $12.3K | 916,370 | 1.9% |
| Republic Svcs Inc(RSG) | COM | 760759100 | $14.0K | 106,639 | 2.1% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $14.0K | 123,836 | 2.1% |
| General MLS Inc(GIS) | COM | 370334104 | $16.0K | 230,835 | 2.4% |
| Loews Corp(L) | COM | 540424108 | $21.0K | 340,739 | 3.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $21.3K | 119,283 | 3.2% |
| Axis Cap Hldgs LTD(AXS) | SHS | G0692U109 | $26.6K | 467,841 | 4.0% |
| Cable One Inc(CABO) | COM | 12685J105 | $37.5K | 32,566 | 5.7% |
| Liberty Global PLC | SHS CL C | G5480U120 | $42.4K | 1,782,324 | 6.4% |
| White Mtns INS Group LTD(WTM) | COM | G9618E107 | $75.5K | 71,871 | 11.4% |
| Graham Hldgs Co(GHC) | COM CL B | 384637104 | $98.3K | 166,230 | 14.8% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $106.1K | 333,353 | 16.0% |