Q4 2025 Holdings
Filed 2026-02-17 | 8 holdings | $342.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $73.0M | 316,285 | 21.3% |
| Brookfield Corp(BN) | CL A LTD VT SH | 11271J107 | $64.9M | 1,413,462 | 18.9% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $50.6M | 67 | 14.8% |
| Markel Group Inc(MKL) | COM | 570535104 | $49.2M | 22,905 | 14.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $31.7M | 101,155 | 9.2% |
| Trupanion Inc(TRUP) | COM | 898202106 | $29.0M | 776,490 | 8.5% |
| Tesla Inc(TSLA) | COM | 88160R101 | $27.9M | 62,100 | 8.2% |
| Burford Cap LTD(BUR) | ORD SHS | G17977110 | $16.4M | 1,835,072 | 4.8% |