Dallas, TXCIK 14597544 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
75 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Graham Hldgs Co | 157.1K | $172.56M | 20.8% | −5.2K | Reduced |
| 2 | White Mtns Ins Group Ltd | 80.3K | $166.96M | 20.1% | −1.1K | Reduced |
| 3 | Berkshire Hathaway Inc Del | 244.5K | $122.92M | 14.8% | −6.5K | Reduced |
| 4 | Iac Inc |
| 883.8K |
| $34.56M |
| 4.2% |
| +145.6K |
| Added |
| 5 | Seaboard Corp Del | 7.7K | $34.28M | 4.1% | −27 | Reduced |
| 6 | Johnson & Johnson | 134.8K | $27.90M | 3.4% | −15.6K | Reduced |
| 7 | Loews Corp | 262.2K | $27.61M | 3.3% | −5.8K | Reduced |
| 8 | Mohawk Inds Inc | 208.2K | $22.76M | 2.7% | +61.0K | Added |
| 9 | Gci Liberty Inc | 506.0K | $18.83M | 2.3% | +354.5K | Added |
| 10 | Affiliated Managers Group In | 65.1K | $18.77M | 2.3% | −1.8K | Reduced |
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