Q3 2025 Holdings
Filed 2025-11-14 | 8 holdings | $343.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $70.7M | 321,895 | 20.6% |
| Brookfield Corp(BN) | CL A LTD VT SH | 11271J107 | $65.3M | 952,215 | 19.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $50.5M | 67 | 14.7% |
| Markel Group Inc(MKL) | COM | 570535104 | $42.9M | 22,455 | 12.5% |
| Tesla Inc(TSLA) | COM | 88160R101 | $35.3M | 79,335 | 10.3% |
| Trupanion Inc(TRUP) | COM | 898202106 | $33.1M | 764,095 | 9.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $25.5M | 104,770 | 7.4% |
| Burford Cap LTD(BUR) | ORD SHS | G17977110 | $19.7M | 1,835,072 | 5.7% |