Disclosed positions
| Markel Group Inc | MKL | COM | $18,725,460 | 9,588 | SH | None |
| Amazon.Com Inc | AMZN | COM | $14,617,392 | 61,330 | SH | None |
| O'Reilly Automotive Inc | ORLY | COM | $13,223,664 | 143,595 | SH | None |
| Copart Inc | CPRT | COM | $13,043,823 | 462,711 | SH | None |
| American Tower Corp | AMT | COM | $12,899,621 | 78,863 | SH | None |
| Microsoft Corp | MSFT | COM | $11,490,881 | 30,805 | SH | None |
| Berkshire Hathaway Inc Cl B Ne | BRK.B | COM | $11,373,865 | 22,730 | SH | None |
| Apple Inc | AAPL | COM | $9,716,130 | 33,578 | SH | None |
| Mastercard Incorporated Cl A | MA | COM | $8,213,491 | 15,992 | SH | None |
| Lockheed Martin Corp | LMT | COM | $8,018,391 | 15,739 | SH | None |
| Visa Inc Cl A | V | COM | $7,505,437 | 21,876 | SH | None |
| Alphabet Inc Cap Stock Cl A | GOOGL | COM | $7,341,809 | 20,544 | SH | None |
| CCC Intelligent Solutions Hld | CCC | COM | $3,495,905 | 677,501 | SH | None |
| Builders Firstsource Inc | BLDR | COM | $3,238,460 | 36,192 | SH | None |
| Kinsale Cap Group Inc | KNSL | COM | $2,951,470 | 8,949 | SH | None |
| State Street Spdr S&P 500 Etf | SPY | COM | $2,613,695 | 3,500 | SH | Put |
| CBRE Group Inc Cl A | CBRE | COM | $1,521,324 | 11,295 | SH | None |
| SBA Communications Corp Cl A | SBAC | COM | $840,479 | 4,763 | SH | None |
| JPMorgan Chase & Co | JPM | COM | $793,448 | 2,424 | SH | None |
| Akre Focus ETF | AKRE | COM | $569,612 | 10,709 | SH | None |
| Chevron Corp | CVX | COM | $446,723 | 2,695 | SH | None |
| Kla Corp New | KLAC | COM | $340,932 | 1,130 | SH | None |
| Ge Aerospace | GE | COM | $327,014 | 875 | SH | None |
| Lam Research Corp New | LRCX | COM | $316,331 | 730 | SH | None |
| MPLX LP Unit Rep Ltd | MPLX | COM | $303,112 | 5,381 | SH | None |
| American Electric Power Co Inc | AEP | COM | $289,490 | 2,116 | SH | None |
| Broadcom Inc | AVGO | COM | $264,425 | 700 | SH | None |
| Ge Vernova Inc | GEV | COM | $256,119 | 218 | SH | None |
| Procter And Gamble Co | PG | COM | $252,367 | 1,721 | SH | None |
| Isoenergy Ltd New | ISOU | COM | $99,700 | 10,000 | SH | None |
| N-Able Inc Common Stock | NABL | COM | $53,876 | 14,680 | 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 1 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.