Q3 2023 Holdings
Filed 2023-11-02 | 15 holdings | $106.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $40.1M | 114,608 | 37.7% |
| Apple Inc.(AAPL) | COM | 037833100 | $8.0M | 46,497 | 7.5% |
| Lennar Corp A(LEN) | COM | 526057104 | $7.7M | 68,358 | 7.2% |
| Williams Companies(WMB) | COM | 969457100 | $6.2M | 183,377 | 5.8% |
| Occidental Petrol Co(OXY) | COM | 674599105 | $6.0M | 92,400 | 5.6% |
| Verizon Comm.(VZ) | COM | 92343V104 | $5.0M | 154,127 | 4.7% |
| Snowflake Inc.(SNOW) | COM | 833445109 | $4.6M | 30,306 | 4.3% |
| Whirlpool Corp(WHR) | COM | 963320106 | $4.6M | 34,438 | 4.3% |
| Celanese Corp(CE) | COM | 150870103 | $4.5M | 36,025 | 4.2% |
| Ally Financial(ALLY) | COM | 02005N100 | $4.5M | 168,260 | 4.2% |
| HP Inc.(HPQ) | COM | 40434L105 | $4.2M | 161,750 | 3.9% |
| Micron Technology Inc.(MU) | COM | 595112103 | $4.1M | 60,875 | 3.9% |
| CarMax Inc.(KMX) | COM | 143130102 | $3.7M | 52,436 | 3.5% |
| BankAmerica Corp.(BAC) | COM | 060505104 | $3.2M | 115,460 | 3.0% |
| Vanguard S&P 500 Value ETF(VOOV) | ETF | 921932703 | $242.4K | 1,630 | 0.2% |