Style
ValueTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | American Express Co(AXP) | 65,000 | $22.0M | 75.77% |
| 2 | Daily Journal Corp(DJCO) | 11,500 | $6.9M | 23.83% |
| 3 | Berkshire Hathaway Inc del(BRK/B) | 97,600 | $48.8K | 0.17% |
| 4 | Berkshire Hathaway Inc del(BRK/A) | 30 | $22.5K | 0.08% |
| 5 | Mastercard Incorporated(MA) | 40,000 | $20.5K | 0.07% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Financial Services | 78.05% | 76.13% | -1.92% |
| Technology | 21.91% | 23.83% | +1.92% |
| Moodys Corp(MCO) |
| 27,000 |
| $12.2K |
| 0.04% |
| 7 | Ferrari N V(RACE) | 30,000 | $11.1K | 0.04% |
| Unclassified | 0.04% | 0.04% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 78% | 76.09% | -1.91% |
| Small Cap | 21.91% | 23.83% | +1.92% |
| Large Cap | 0.05% | 0.04% | -0.01% |
| Unclassified | 0.04% | 0.04% | 0% |
Quarter-over-quarter position changes