Style
YieldTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc del(BRK/B) | 1,923,123 | $957.6M | 92.27% |
| 2 | US Bancorp del(USB) | 710,000 | $41.0M | 3.95% |
| 3 | Enterprise Prods Partners LP(EPD) | 1,100,000 | $39.2M | 3.77% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Energy | 3.87% | 3.77% | -0.1% |
| Financial Services | 96.13% | 96.23% | +0.1% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 92.03% | 92.27% | +0.24% |
| Large Cap | 7.97% | 7.73% | -0.24% |
Quarter-over-quarter position changes