Q3 2025 Holdings
Filed 2025-10-20 | 14 holdings | $20.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $8.5M | 47,500 | 42.0% |
| Daily Journal Corp(DJCO) | COM | 233912104 | $5.3M | 11,500 | 26.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.9M | 16,000 | 19.2% |
| Alpha Metallurgical Resour I(AMR) | COM | 020764106 | $1.3M | 8,000 | 6.5% |
| Core Natural Resources Inc(CNR) | COM SHS | 218937100 | $897.0K | 10,740 | 4.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $70.7K | 140,600 | 0.3% |
| American Express Co(AXP) | COM | 025816109 | $69.8K | 210,000 | 0.3% |
| Bank America Corp(BAC) | COM | 060505104 | $39.6K | 767,845 | 0.2% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $37.4K | 65,750 | 0.2% |
| Ferrari N V(RACE) | COM | N3167Y103 | $29.0K | 60,000 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $22.6K | 30 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $13.4K | 80,000 | 0.1% |
| Moodys Corp(MCO) | COM | 615369105 | $12.9K | 27,000 | 0.1% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $2.1K | 500,000 | 0.0% |