Q2 2024 Holdings
Filed 2024-08-14 | 9 holdings | $366.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $93.5M | 483,850 | 25.5% |
| Brookfield Corp(BN) | CL A LTD VT SH | 11271J107 | $64.3M | 1,547,135 | 17.5% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $43.5M | 71 | 11.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $39.9M | 89,165 | 10.9% |
| Markel Group Inc(MKL) | COM | 570535104 | $35.9M | 22,760 | 9.8% |
| Trupanion Inc(TRUP) | COM | 898202106 | $32.3M | 1,100,000 | 8.8% |
| Tesla Inc(TSLA) | COM | 88160R101 | $23.1M | 116,600 | 6.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $20.5M | 112,780 | 5.6% |
| Burford Cap LTD(BUR) | ORD SHS | G17977110 | $13.5M | 1,035,380 | 3.7% |