Q2 2023 Holdings
Filed 2023-08-03 | 16 holdings | $115.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $39.3M | 115,182 | 34.1% |
| Apple Inc.(AAPL) | COM | 037833100 | $10.6M | 54,697 | 9.2% |
| Lennar Corp A(LEN) | COM | 526057104 | $8.6M | 68,843 | 7.5% |
| Micron Technology Inc.(MU) | COM | 595112103 | $7.2M | 114,490 | 6.3% |
| Williams Companies(WMB) | COM | 969457100 | $6.0M | 185,107 | 5.2% |
| Celanese Corp(CE) | COM | 150870103 | $5.5M | 47,085 | 4.7% |
| Occidental Petrol Co(OXY) | COM | 674599105 | $5.4M | 92,640 | 4.7% |
| Snowflake Inc.(SNOW) | COM | 833445109 | $5.3M | 30,146 | 4.6% |
| Whirlpool Corp(WHR) | COM | 963320106 | $5.1M | 34,373 | 4.4% |
| HP Inc.(HPQ) | COM | 40434L105 | $5.0M | 161,845 | 4.3% |
| Ally Financial(ALLY) | COM | 02005N100 | $4.5M | 168,410 | 3.9% |
| Verizon Comm.(VZ) | COM | 92343V104 | $4.4M | 119,107 | 3.8% |
| CarMax Inc.(KMX) | COM | 143130102 | $4.4M | 52,621 | 3.8% |
| BankAmerica Corp.(BAC) | COM | 060505104 | $3.3M | 115,790 | 2.9% |
| Vanguard S&P 500 Value ETF(VOOV) | ETF | 921932703 | $253.8K | 1,630 | 0.2% |
| The Southern Company(SO) | COM | 842587107 | $210.8K | 3,000 | 0.2% |