Q3 2024 Holdings
Filed 2024-10-16 | 14 holdings | $15.5M | 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 | $5.6M | 11,500 | 36.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $5.0M | 47,500 | 32.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.7M | 16,000 | 17.1% |
| Alpha Metallurgical Resour I(AMR) | COM | 020764106 | $1.9M | 8,000 | 12.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $64.7K | 140,600 | 0.4% |
| American Express Co(AXP) | COM | 025816109 | $57.0K | 210,000 | 0.4% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $32.5K | 65,750 | 0.2% |
| Bank America Corp(BAC) | COM | 060505104 | $30.5K | 767,845 | 0.2% |
| Ferrari N V(RACE) | COM | N3167Y103 | $28.0K | 60,000 | 0.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $20.7K | 200,000 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $20.7K | 30 | 0.1% |
| Moodys Corp(MCO) | COM | 615369105 | $12.8K | 27,000 | 0.1% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $2.3K | 500,000 | 0.0% |
| Arch Resources Inc(ARCH1USD) | CL A | 03940R107 | $1.1K | 8,100 | 0.0% |