Q4 2024 Holdings
Filed 2025-02-14 | 8 holdings | $331.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $79.0M | 360,065 | 23.8% |
| Brookfield Corp(BN) | CL A LTD VT SH | 11271J107 | $57.2M | 994,895 | 17.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $47.7M | 70 | 14.4% |
| Trupanion Inc(TRUP) | COM | 898202106 | $45.0M | 933,655 | 13.6% |
| Markel Group Inc(MKL) | COM | 570535104 | $37.5M | 21,720 | 11.3% |
| Tesla Inc(TSLA) | COM | 88160R101 | $33.7M | 83,370 | 10.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $20.4M | 107,770 | 6.2% |
| Burford Cap LTD(BUR) | ORD SHS | G17977110 | $11.3M | 884,405 | 3.4% |