Q4 2023 Holdings
Filed 2024-02-14 | 10 holdings | $322.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $73.7M | 485,375 | 22.8% |
| Brookfield Corp(BN) | CL A LTD VT SH | 11271J107 | $64.8M | 1,615,220 | 20.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $38.5M | 71 | 11.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $33.5M | 89,165 | 10.4% |
| Markel Group Inc(MKL) | COM | 570535104 | $31.4M | 22,135 | 9.7% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $20.4M | 261,490 | 6.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $19.3M | 138,140 | 6.0% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $16.2M | 86,165 | 5.0% |
| Burford Cap LTD(BUR) | ORD SHS | G17977110 | $15.9M | 1,017,470 | 4.9% |
| Trupanion Inc(TRUP) | COM | 898202106 | $9.1M | 299,870 | 2.8% |