Disclosed positions
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $769,817,800 | 1,028 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $336,495,240 | 1,028,000 | SH | None |
| ENTERPRISE PRODS PARTNERS L | EPD | COM | $134,174,000 | 3,650,000 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $125,597,890 | 251,000 | SH | None |
| CISCO SYS INC | CSCO | COM | $117,460,000 | 1,000,000 | SH | None |
| CATERPILLAR INC | CAT | COM | $106,490,000 | 100,000 | SH | None |
| EVERCORE INC | EVR | CLASS A | $102,432,000 | 300,000 | SH | None |
| COHEN & STEERS INFRASTRUCTUR | UTF | COM | $75,872,499 | 2,750,000 | SH | None |
| EBAY INC. | EBAY | COM | $72,637,500 | 650,000 | SH | None |
| TRAVELERS COMPANIES INC | TRV | COM | $72,626,400 | 220,000 | SH | None |
| SCHWAB CHARLES CORP | SCHW | COM | $69,202,500 | 750,000 | SH | None |
| YUM BRANDS INC | YUM | COM | $67,940,500 | 425,000 | SH | None |
| STANLEY BLACK & DECKER INC | SWK | COM | $49,883,600 | 530,000 | SH | None |
| MICROSOFT CORP | MSFT | COM | $41,032,200 | 110,000 | SH | None |
| INSTALLED BLDG PRODS INC | IBP | COM | $37,923,600 | 165,000 | SH | None |
| QXO INC | QXO | COM NEW | $35,424,000 | 2,050,000 | SH | None |
| MAPLEBEAR INC | CART | COM | $33,145,000 | 700,000 | SH | None |
| PAYPAL HLDGS INC | PYPL | COM | $23,795,203 | 551,070 | SH | None |
| GFL ENVIRONMENTAL INC | GFL | SUB VTG SHS | $20,234,500 | 550,000 | SH | None |
| WALMART INC | WMT | COM | $18,121,600 | 160,000 | SH | None |
| DRAFTKINGS INC NEW | DKNG | COM CL A | $15,156,000 | 600,000 | SH | None |
| FIRST WATCH RESTAURANT GROUP | FWRG | COM | $11,601,000 | 900,000 | SH | None |
| LAMAR ADVERTISING CO | LAMR | CL A | $5,797,465 | 37,168 | SH | None |
| HUMANA INC | HUM | COM | $5,291,765 | 13,322 | SH | None |
| STERLING INFRASTRUCTURE INC | STRL | COM | $4,760,850 | 5,672 | SH | None |
| CENTENE CORP DEL | CNC | COM | $4,531,044 | 70,588 | SH | None |
| COMMVAULT SYS INC | CVLT | COM | $4,204,279 | 29,664 | SH | None |
| QUALYS INC | QLYS | COM | $3,615,162 | 26,294 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $3,547,818 | 8,536 | SH | None |
| REALTY INCOME CORP | O | COM | $3,531,720 | 57,000 | SH | None |
| INSPERITY INC | NSP | COM | $3,528,865 | 85,424 | SH | None |
| CREDIT ACCEP CORP MICH | CACC | COM | $3,473,417 | 5,455 | SH | None |
| FRONTDOOR INC | FTDR | COM | $3,394,097 | 43,744 | SH | None |
| OWENS CORNING NEW | OC | COM | $3,393,001 | 21,345 | SH | None |
| AMNEAL PHARMACEUTICALS INC | AMRX | COM STK CL A | $3,216,735 | 185,831 | SH | None |
| OMEGA HEALTHCARE INVS INC | OHI | COM | $3,170,720 | 66,500 | SH | None |
| ARCOSA INC | ACA | COM | $3,161,946 | 21,763 | SH | None |
| WATTS WATER TECHNOLOGIES INC | WTS | CL A | $3,115,159 | 7,958 | SH | None |
| NUTANIX INC | NTNX | CL A | $3,096,839 | 60,770 | SH | None |
| HEALTHPEAK PROPERTIES INC | DOC | COM | $3,082,948 | 144,063 | SH | None |
| GEN DIGITAL INC | GEN | COM | $3,053,281 | 122,671 | SH | None |
| ELEVANCE HEALTH INC FORMERLY | ELV | COM | $3,051,686 | 7,891 | SH | None |
| GRANITE CONSTR INC | GVA | COM | $3,045,885 | 19,268 | SH | None |
| APPLIED INDL TECHNOLOGIES IN | AIT | COM | $2,944,272 | 8,707 | SH | None |
| BORGWARNER INC | BWA | COM | $2,829,636 | 42,615 | SH | None |
| DROPBOX INC | DBX | CL A | $2,792,820 | 101,668 | SH | None |
| FORD MTR CO | F | COM | $2,783,336 | 200,240 | SH | None |
| EAGLE MATLS INC | EXP | COM | $2,743,425 | 12,193 | SH | None |
| KONTOOR BRANDS INC | KTB | COM | $2,739,719 | 32,874 | SH | None |
| GENTEX CORP | GNTX | COM | $2,671,999 | 105,738 | 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.