Palo Alto, CACIK 14250414 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
17 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 35 | $26.42M | 20.0% | 0 | Held |
| 2 | Willscot Hldgs Corp | 1.00M | $18.92M | 14.4% | 0 | Held |
| 3 | Alphabet Inc | 50.0K | $15.69M | 11.9% | 0 | Held |
| 4 | Siriusxm Holdings Inc |
| 600.0K |
| $12.00M |
| 9.1% |
| −143.3K |
| Reduced |
| 5 | Liberty Broadband Corp | 165.0K | $7.97M | 6.0% | 0 | Held |
| 6 | Coca Cola Co | 100.0K | $6.99M | 5.3% | 0 | Held |
| 7 | Liberty Media Corp Del | 70.0K | $6.26M | 4.7% | −10.0K | Reduced |
| 8 | Berkshire Hathaway Inc Del | 11.0K | $5.53M | 4.2% | 0 | Held |
| 9 | Gci Liberty Inc | 138.0K | $5.14M | 3.9% | +138.0K | New |
| 10 | Comcast Corp New | 160.0K | $4.78M | 3.6% | −90.0K | Reduced |
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