Q4 2022 Holdings
Filed 2023-01-17 | 16 holdings | $101.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $38.1M | 123,352 | 37.6% |
| Apple Inc.(AAPL) | COM | 037833100 | $7.4M | 56,572 | 7.2% |
| Lennar Corp A(LEN) | COM | 526057104 | $7.0M | 77,399 | 6.9% |
| Williams Companies(WMB) | COM | 969457100 | $6.2M | 188,380 | 6.1% |
| Micron Technology Inc.(MU) | COM | 595112103 | $5.8M | 116,215 | 5.7% |
| Whirlpool Corp(WHR) | COM | 963320106 | $4.9M | 34,839 | 4.9% |
| Verizon Comm.(VZ) | COM | 92343V104 | $4.8M | 120,871 | 4.7% |
| Snowflake Inc.(SNOW) | COM | 833445109 | $4.3M | 30,046 | 4.3% |
| HP Inc.(HPQ) | COM | 40434L105 | $4.3M | 158,390 | 4.2% |
| Bank of NY Mellon(BK) | COM | 064058100 | $4.0M | 88,842 | 4.0% |
| Ally Financial(ALLY) | COM | 02005N100 | $4.0M | 164,735 | 4.0% |
| BankAmerica Corp.(BAC) | COM | 060505104 | $3.8M | 114,995 | 3.8% |
| CarMax Inc.(KMX) | COM | 143130102 | $3.2M | 52,978 | 3.2% |
| Celanese Corp(CE) | COM | 150870103 | $3.2M | 30,970 | 3.1% |
| The Southern Company(SO) | COM | 842587107 | $214.2K | 3,000 | 0.2% |
| Vanguard S&P 500 Value ETF(VOOV) | ETF | 921932703 | $201.4K | 1,438 | 0.2% |