Style
Deep ValueTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc del(BRK/A) | 829 | $620.8M | 84.57% |
| 2 | Markel Group Inc(MKL) | 58,008 | $113.3M | 15.43% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Financial Services | 100% | 100% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 84.28% |
| 84.57% |
| +0.29% |
| Large Cap | 15.72% | 15.43% | -0.29% |
Quarter-over-quarter position changes