Q1 2025 Holdings
Filed 2025-05-13 | 8 holdings | $228.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bank New York Mellon Corp(BK) | COM | 064058100 | $35.6M | 424,631 | 15.6% |
| TE Connectivity LTD(TEL) | REG SHS | G87052109 | $34.1M | 241,036 | 14.9% |
| AON PLC(AON) | COM | G0403H108 | $33.9M | 85,047 | 14.8% |
| Lamar Advertising Co New(LAMR) | CL A | 512816109 | $32.8M | 288,393 | 14.4% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $32.4M | 114,477 | 14.2% |
| Autoliv Inc(ALV) | COM | 052800109 | $25.5M | 288,698 | 11.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $18.7M | 119,852 | 8.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $15.5M | 29,088 | 6.8% |