Q1 2025 Holdings
Filed 2025-05-15 | 678 holdings | $34.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $11.4B | 14,253 | 33.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.7B | 4,477,461 | 4.9% |
| Apple Inc(AAPL) | COM | 037833100 | $1.4B | 6,291,537 | 4.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.0B | 1,932,962 | 3.0% |
| Autozone Inc(AZO) | COM | 053332102 | $977.6M | 256,411 | 2.9% |
| KKR & Co Inc(KKR) | COM | 48251W104 | $964.5M | 8,342,388 | 2.8% |
| Brookfield Corp(BN) | CL A LTD VT SH | 11271J107 | $875.7M | 16,732,379 | 2.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $837.8M | 5,362,521 | 2.4% |
| Oracle Corp(ORCL) | COM | 68389X105 | $686.2M | 4,908,228 | 2.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $599.9M | 1,145,481 | 1.8% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $496.9M | 2,397,679 | 1.4% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $472.4M | 948,563 | 1.4% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $469.2M | 708,062 | 1.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $455.3M | 1,299,273 | 1.3% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $448.2M | 3,088,624 | 1.3% |
| Texas Pacific Land Corporati(TPL) | COM | 88262P102 | $447.7M | 337,922 | 1.3% |
| Salesforce Inc(CRM) | COM | 79466L302 | $413.5M | 1,541,014 | 1.2% |
| Danaher Corporation(DHR) | COM | 235851102 | $396.9M | 1,933,460 | 1.2% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $383.5M | 2,290,528 | 1.1% |
| Lowes COS Inc(LOW) | COM | 548661107 | $328.4M | 1,407,893 | 1.0% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $320.2M | 1,512,388 | 0.9% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $309.0M | 608,082 | 0.9% |
| Linde PLC(LIN) | SHS | G54950103 | $303.5M | 651,875 | 0.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $298.7M | 1,931,548 | 0.9% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $298.6M | 1,867,724 | 0.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $254.9M | 1,340,008 | 0.7% |
| Oreilly Automotive Inc(ORLY) | COM | 67103H107 | $251.2M | 175,342 | 0.7% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $236.4M | 459,989 | 0.7% |
| Copart Inc(CPRT) | COM | 217204106 | $221.4M | 3,912,346 | 0.6% |
| Lvmh Moet Hennessy Louis Vuitton(MC) | COMMON STOCK | F58485115 | $202.9M | 328,422 | 0.6% |
| Landbridge Company LLC(LB) | CL A | 514952100 | $201.3M | 2,798,207 | 0.6% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $198.8M | 1,834,459 | 0.6% |
| Intercontinental Exchange in(ICE) | COM | 45866F104 | $198.7M | 1,151,974 | 0.6% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $195.9M | 627,944 | 0.6% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $193.9M | 620,737 | 0.6% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $163.8M | 2,396,937 | 0.5% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $155.3M | 4,258,760 | 0.5% |
| American Express Co(AXP) | COM | 025816109 | $139.6M | 518,837 | 0.4% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $130.8M | 788,791 | 0.4% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $130.8M | 549,089 | 0.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $129.5M | 618,259 | 0.4% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $129.3M | 3,504,503 | 0.4% |
| Union PAC Corp(UNP) | COM | 907818108 | $117.7M | 498,430 | 0.3% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $108.4M | 3,473,359 | 0.3% |
| Fortive Corp(FTV) | COM | 34959J108 | $100.2M | 1,368,940 | 0.3% |
| Kinsale Cap Group Inc(KNSL) | COM | 49714P108 | $98.0M | 201,272 | 0.3% |
| Service Corp Intl(SCI) | COM | 817565104 | $96.7M | 1,205,881 | 0.3% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $93.0M | 518,723 | 0.3% |
| Northern LTS FD TR IV(FMCX) | FM FOCUS EQUITY | 66538H211 | $90.9M | 3,054,180 | 0.3% |
| Nestle SA(NSRGY) | SPON ADR | 641069406 | $90.3M | 892,482 | 0.3% |