Disclosed positions
| PROGRESSIVE CORP | PGR | COM | $176,229,732 | 806,728 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $140,768,214 | 281,317 | SH | None |
| REGENERON PHARMACEUTICALS | REGN | COM | $120,366,915 | 193,038 | SH | None |
| AMAZON COM INC | AMZN | COM | $110,202,219 | 462,374 | SH | None |
| BROOKFIELD CORP | BN | CL A LTD VT SH | $103,823,730 | 2,437,749 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $81,877,398 | 229,111 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $81,119,248 | 247,821 | SH | None |
| MARTIN MARIETTA MATLS INC | MLM | COM | $80,147,459 | 138,976 | SH | None |
| PAYCHEX INC | PAYX | COM | $75,963,465 | 772,536 | SH | None |
| NETFLIX INC. | NFLX | COM | $74,705,606 | 1,046,297 | SH | None |
| ECOLAB INC | ECL | COM | $73,080,796 | 262,305 | SH | None |
| UNION PAC CORP | UNP | COM | $57,071,584 | 209,822 | SH | None |
| COPART INC | CPRT | COM | $57,047,793 | 2,023,689 | SH | None |
| WELLS FARGO & CO | WFC | COM | $52,174,186 | 631,343 | SH | None |
| FACTSET RESH SYS INC | FDS | COM | $40,388,473 | 175,541 | SH | None |
| NIKE INC | NKE | CL B | $30,179,385 | 735,186 | SH | None |
| BROOKFIELD ASSET MANAGMT LTD | BAM | CL A LMT VTG SHS | $11,367,546 | 253,457 | SH | None |
| FASTENAL CO | FAST | COM | $1,921,200 | 40,000 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $750,826 | 2,125 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $243,622 | 1,145 | SH | None |
No matching rows. Clear the filter to see all records.
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. 0 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.