Q4 2024 Holdings
Filed 2025-02-14 | 7 holdings | $154.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc.(BRK/B) | COM (CL B) | 084670702 | $52.1M | 114,960 | 33.8% |
| Lockheed Martin Corp(LMT)Put | COM | 539830109 | $31.1M | 64,000 | 20.2% |
| Anheuser Busch Inbev(BUD) | COM | 03524A108 | $21.4M | 426,871 | 13.9% |
| Fomento Economico Mexicano S.A.B. de C.V. ADR(FMX) | COM | 344419106 | $21.2M | 248,007 | 13.8% |
| Liberty Latin America LTD(LILAK) | COM (CL C) | G9001E128 | $16.2M | 2,559,004 | 10.5% |
| Northrop Grumman Corp(NOC)Put | COM | 666807102 | $9.9M | 21,000 | 6.4% |
| Liberty Latin America LTD(LILA) | COM (CL A) | G9001E102 | $2.2M | 348,365 | 1.4% |