Q1 2025 Holdings
Filed 2025-05-13 | 8 holdings | $289.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $61.8M | 324,640 | 21.3% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $53.5M | 67 | 18.5% |
| Brookfield Corp(BN) | CL A LTD VT SH | 11271J107 | $50.7M | 967,425 | 17.5% |
| Markel Group Inc(MKL) | COM | 570535104 | $42.0M | 22,455 | 14.5% |
| Trupanion Inc(TRUP) | COM | 898202106 | $33.8M | 907,835 | 11.7% |
| Tesla Inc(TSLA) | COM | 88160R101 | $21.0M | 81,060 | 7.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $16.2M | 104,770 | 5.6% |
| Burford Cap LTD(BUR) | ORD SHS | G17977110 | $10.4M | 790,405 | 3.6% |