Q2 2026 Holdings
Filed 2026-08-14 | 6 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $347.1M | 982,250 | 32.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $316.0M | 422 | 29.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $241.1M | 481,920 | 22.3% |
| Markel Group Inc(MKL) | COM | 570535104 | $124.6M | 63,793 | 11.5% |
| Pubmatic Inc(PUBM) | COM CL A | 74467Q103 | $44.6M | 3,398,904 | 4.1% |
| Cable One Inc(CABO) | COM | 12685J105 | $9.7M | 182,439 | 0.9% |