Q1 2023 Holdings
Filed 2023-04-19 | 16 holdings | $104.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $35.9M | 116,328 | 34.3% |
| Apple Inc.(AAPL) | COM | 037833100 | $9.2M | 55,857 | 8.8% |
| Lennar Corp A(LEN) | COM | 526057104 | $8.0M | 75,969 | 7.6% |
| Micron Technology Inc.(MU) | COM | 595112103 | $7.0M | 115,630 | 6.7% |
| Williams Companies(WMB) | COM | 969457100 | $5.6M | 186,260 | 5.3% |
| Celanese Corp(CE) | COM | 150870103 | $5.1M | 46,605 | 4.8% |
| HP Inc.(HPQ) | COM | 40434L105 | $4.7M | 160,910 | 4.5% |
| Verizon Comm.(VZ) | COM | 92343V104 | $4.7M | 120,421 | 4.5% |
| Snowflake Inc.(SNOW) | COM | 833445109 | $4.6M | 30,136 | 4.4% |
| Whirlpool Corp(WHR) | COM | 963320106 | $4.6M | 34,694 | 4.4% |
| Ally Financial(ALLY) | COM | 02005N100 | $4.3M | 167,485 | 4.1% |
| Occidental Petrol Co(OXY) | COM | 674599105 | $3.9M | 62,165 | 3.7% |
| CarMax Inc.(KMX) | COM | 143130102 | $3.4M | 52,918 | 3.2% |
| BankAmerica Corp.(BAC) | COM | 060505104 | $3.3M | 115,575 | 3.2% |
| Vanguard S&P 500 Value ETF(VOOV) | ETF | 921932703 | $239.1K | 1,630 | 0.2% |
| The Southern Company(SO) | COM | 842587107 | $208.7K | 3,000 | 0.2% |