Q3 2024 Holdings
Filed 2024-11-14 | 9 holdings | $329.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $69.7M | 374,300 | 21.2% |
| Brookfield Corp(BN) | CL A LTD VT SH | 11271J107 | $55.1M | 1,036,115 | 16.7% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $49.1M | 71 | 14.9% |
| Trupanion Inc(TRUP) | COM | 898202106 | $45.7M | 1,087,910 | 13.9% |
| Markel Group Inc(MKL) | COM | 570535104 | $35.2M | 22,470 | 10.7% |
| Tesla Inc(TSLA) | COM | 88160R101 | $25.4M | 97,270 | 7.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $18.5M | 111,520 | 5.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $16.9M | 39,350 | 5.1% |
| Burford Cap LTD(BUR) | ORD SHS | G17977110 | $13.8M | 1,042,755 | 4.2% |