Q1 2025 Holdings
Filed 2025-04-11 | 14 holdings | $15.4M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2025-07-18) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $6.3M | 47,500 | 40.7% |
| Daily Journal Corp(DJCO) | COM | 233912104 | $4.6M | 11,500 | 29.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.5M | 16,000 | 16.0% |
| Alpha Metallurgical Resour I(AMR) | COM | 020764106 | $1.0M | 8,000 | 6.5% |
| Core Natural Resources Inc(CNR)A | COM SHS | 218937100 | $828.0K | 10,740 | 5.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $74.9K | 140,600 | 0.5% |
| American Express Co(AXP) | COM | 025816109 | $56.5K | 210,000 | 0.4% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $36.0K | 65,750 | 0.2% |
| Bank America Corp(BAC) | COM | 060505104 | $32.0K | 767,845 | 0.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $24.0K | 30 | 0.2% |
| Ferrari N V(RACE) | COM | N3167Y103 | $23.5K | 60,000 | 0.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $17.4K | 200,000 | 0.1% |
| Moodys Corp(MCO) | COM | 615369105 | $12.6K | 27,000 | 0.1% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $1.6K | 500,000 | 0.0% |