Q1 2026 Holdings
Filed 2026-05-15 | 6 holdings | $299.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $282.2M | 983,712 | 94.2% |
| Cable One Inc(CABO) | COM | 12685J105 | $16.6M | 182,439 | 5.6% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $303.1K | 422 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $230.9K | 481,920 | 0.1% |
| Markel Group Inc(MKL) | COM | 570535104 | $106.1K | 55,430 | 0.0% |
| Pubmatic Inc(PUBM) | COM CL A | 74467Q103 | $27.8K | 3,398,904 | 0.0% |