Q2 2025 Holdings
Filed 2025-07-16 | 14 holdings | $15.0M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2025-07-18) | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $5.4M | 47,500 | 35.9% |
| Daily Journal Corp(DJCO) | COM | 233912104 | $4.9M | 11,500 | 32.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.8M | 16,000 | 18.8% |
| Alpha Metallurgical Resour I(AMR) | COM | 020764106 | $900.0K | 8,000 | 6.0% |
| Core Natural Resources Inc(CNR)A | COM SHS | 218937100 | $749.0K | 10,740 | 5.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $68.3K | 140,600 | 0.5% |
| American Express Co(AXP) | COM | 025816109 | $67.0K | 210,000 | 0.4% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $36.9K | 65,750 | 0.2% |
| Bank America Corp(BAC) | COM | 060505104 | $36.3K | 767,845 | 0.2% |
| Ferrari N V(RACE) | COM | N3167Y103 | $25.0K | 60,000 | 0.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $24.7K | 200,000 | 0.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $21.9K | 30 | 0.1% |
| Moodys Corp(MCO) | COM | 615369105 | $13.5K | 27,000 | 0.1% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $1.5K | 500,000 | 0.0% |