Q1 2024 Holdings
Filed 2024-05-15 | 10 holdings | $353.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $87.3M | 483,850 | 24.7% |
| Brookfield Corp(BN) | CL A LTD VT SH | 11271J107 | $64.8M | 1,547,135 | 18.3% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $45.0M | 71 | 12.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $37.5M | 89,165 | 10.6% |
| Markel Group Inc(MKL) | COM | 570535104 | $33.7M | 22,135 | 9.5% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $20.1M | 259,940 | 5.7% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $19.5M | 86,165 | 5.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $17.0M | 112,780 | 4.8% |
| Burford Cap LTD(BUR) | ORD SHS | G17977110 | $16.5M | 1,035,380 | 4.7% |
| Trupanion Inc(TRUP) | COM | 898202106 | $11.7M | 425,070 | 3.3% |