Style
YieldTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Hallador Energy Company(HNRG) | 5,452,019 | $75.6M | 70.54% |
| 2 | Star Group L.P.(SGU) | 1,295,985 | $16.6M | 15.52% |
| 3 | Berkshire Hathaway Inc.(BRK/A) | 20 | $14.9M | 13.94% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Energy | 88.15% | 86.06% | -2.09% |
| Financial Services | 11.85% | 13.94% | +2.09% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Small Cap | 88.15% | 86.06% | -2.09% |
| Mega Cap | 11.85% | 13.94% | +2.09% |
Quarter-over-quarter position changes