Q1 2024 Holdings
Filed 2024-04-18 | 12 holdings | $10.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Daily Journal Corp(DJCO) | COM | 233912104 | $4.2M | 11,500 | 40.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $3.4M | 47,500 | 33.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.4M | 16,000 | 23.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $59.1K | 140,600 | 0.6% |
| American Express Co(AXP) | COM | 025816109 | $47.8K | 210,000 | 0.5% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $31.7K | 65,750 | 0.3% |
| Bank America Corp(BAC) | COM | 060505104 | $29.1K | 767,845 | 0.3% |
| Ferrari N V(RACE) | COM | N3167Y103 | $26.2K | 60,000 | 0.3% |
| Micron Technology Inc(MU) | COM | 595112103 | $23.6K | 200,000 | 0.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $19.0K | 30 | 0.2% |
| Moodys Corp(MCO) | COM | 615369105 | $10.6K | 27,000 | 0.1% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $4.8K | 500,000 | 0.0% |