Disclosed positions
| Texas Pacific Land Corp. - Common Stock | Unresolved | COM | $70,886,000 | 161,973 | SH | None |
| Mastercard Incorporated - Common Stock | MA | COM | $52,475,000 | 102,170 | SH | None |
| Bel Fuse Inc. - Class B Common Stock | BELFB | CL B | $22,525,000 | 67,634 | SH | None |
| Garmin Ltd. - Common Stock | GRMN | COM | $9,681,000 | 40,755 | SH | None |
| Balchem Corp. - Common Stock | BCPC | COM | $8,633,000 | 51,100 | SH | None |
| Bel Fuse Inc. - Class A Common Stock | BELFA | CL A | $6,825,000 | 23,434 | SH | None |
| Broadridge Financial Solutions, Inc. - Common Stock | BR | COM | $5,587,000 | 40,793 | SH | None |
| Berkshire Hathaway Inc. Common Stock | BRK.A | CL A | $2,995,000 | 4 | SH | None |
| Grayscale Bitcoin Trust ETF | Unresolved | ETP | $2,956,000 | 64,932 | SH | None |
| Landbridge Company - Common Stock | LB | COM | $1,426,000 | 18,000 | SH | None |
| Metropolitan Bank Holding Corp. - Common Stock | MCB | COM | $771,000 | 7,811 | SH | None |
| Grayscale Bitcoin Minitrust ETF | BTC | ETP | $337,000 | 12,986 | SH | None |
| Brookfield Wealth Solutions - Class A stock | Unresolved | COM | $294,000 | 6,904 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 3 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.