Costa Mesa, CACIK 10328144 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
50 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 1.10M | $554.18M | 33.1% | +27.3K | Added |
| 2 | Google Inc | 703.6K | $220.79M | 13.2% | −11.7K | Reduced |
| 3 | Brookfield Corp | 4.39M | $201.41M | 12.0% | +1.46M | Added |
| 4 | Markel Group Inc |
| 77.3K |
| $166.20M |
| 9.9% |
| −232 |
| Reduced |
| 5 | Aercap Holdings NV | 827.4K | $118.94M | 7.1% | −4.4K | Reduced |
| 6 | First Ctzns Bancshares Inc N | 42.8K | $91.83M | 5.5% | +7.4K | Added |
| 7 | Siriusxm Holdings Inc | 2.88M | $57.66M | 3.4% | +821.7K | Added |
| 8 | Disney Walt Co | 436.6K | $49.68M | 3.0% | +2.4K | Added |
| 9 | Lkq Corp | 1.56M | $47.07M | 2.8% | −32.8K | Reduced |
| 10 | Hershey Co | 190.7K | $34.70M | 2.1% | +1.5K | Added |
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