Q1 2024 Holdings
Filed 2024-04-30 | 16 holdings | $128.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $47.0M | 111,806 | 36.5% |
| Lennar Corp A(LEN) | COM | 526057104 | $9.1M | 52,768 | 7.0% |
| Apple Inc.(AAPL) | COM | 037833100 | $7.8M | 45,277 | 6.0% |
| Occidental Petrol Co(OXY) | COM | 674599105 | $7.6M | 116,725 | 5.9% |
| Nextera Energy Inc.(NEE) | COM | 65339F101 | $7.2M | 112,955 | 5.6% |
| Micron Technology Inc.(MU) | COM | 595112103 | $7.0M | 59,375 | 5.4% |
| Brookfield Corp(BN) | COM | 11271J107 | $7.0M | 166,860 | 5.4% |
| Williams Companies(WMB) | COM | 969457100 | $6.9M | 176,817 | 5.4% |
| Ally Financial(ALLY) | COM | 02005N100 | $6.6M | 163,710 | 5.2% |
| Verizon Comm.(VZ) | COM | 92343V104 | $5.0M | 119,107 | 3.9% |
| Snowflake Inc.(SNOW) | COM | 833445109 | $4.7M | 29,191 | 3.7% |
| CarMax Inc.(KMX) | COM | 143130102 | $4.5M | 51,391 | 3.5% |
| BankAmerica Corp.(BAC) | COM | 060505104 | $4.3M | 112,590 | 3.3% |
| HP Inc.(HPQ) | COM | 40434L105 | $3.6M | 119,430 | 2.8% |
| Vanguard S&P 500 Value ETF(VOOV) | ETF | 921932703 | $283.9K | 1,573 | 0.2% |
| The Southern Company(SO) | COM | 842587107 | $215.2K | 3,000 | 0.2% |