Q4 2022 Holdings
Filed 2023-02-13 | 18 holdings | $387.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc.(BRK/B) | CL B NEW | 084670702 | $73.4M | 237,500 | 18.9% |
| IAC Inc.(IAC) | COM NEW | 44891N208 | $53.7M | 1,209,500 | 13.9% |
| U-Haul Holding Company(UHAL/B) | COM SER N | 023586506 | $33.8M | 614,500 | 8.7% |
| Enova International, Inc.(ENVA) | COM | 29357K103 | $29.5M | 770,000 | 7.6% |
| Alphabet Inc.(GOOG) | CAP STK CL C | 02079K107 | $28.4M | 320,000 | 7.3% |
| Amazon.com, Inc.(AMZN) | COM | 023135106 | $27.1M | 322,500 | 7.0% |
| Meta Platforms, Inc.(META) | CL A | 30303M102 | $24.2M | 201,500 | 6.3% |
| News Corporation(NWSA) | CL A | 65249B109 | $23.8M | 1,305,000 | 6.1% |
| Walker & Dunlop, Inc.(WD) | COM | 93148P102 | $20.0M | 255,000 | 5.2% |
| LendingClub Corporation(LC) | COM NEW | 52603A208 | $19.3M | 2,191,500 | 5.0% |
| LGI Homes, Inc.(LGIH) | COM | 50187T106 | $17.6M | 190,000 | 4.5% |
| Rush Enterprises, Inc.(RUSHA) | CL A | 781846209 | $7.7M | 147,500 | 2.0% |
| Orion Engineered Carbons S.A.(OEC) | COM | L72967109 | $7.5M | 420,000 | 1.9% |
| U-Haul Holding Company(UHAL) | COM | 023586100 | $5.0M | 83,000 | 1.3% |
| Wells Fargo & Company(WFC) | COM | 949746101 | $5.0M | 120,000 | 1.3% |
| Enstar Group Limited | SHS | G3075P101 | $4.6M | 20,000 | 1.2% |
| GXO Logistics, Inc.(GXO) | COM | 36262G101 | $3.5M | 82,750 | 0.9% |
| Cogent Communications Holdings, Inc.(CCOI) | COM NEW | 19239V302 | $3.4M | 59,000 | 0.9% |