Southlake, TXCIK 15044924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
30 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 141.9K | $71.35M | 11.4% | −1.2K | Reduced |
| 2 | Loews Corp | 456.1K | $48.04M | 7.7% | −3.9K | Reduced |
| 3 | Goldman Sachs ETF Tr | 448.4K | $44.81M | 7.2% | +24.2K | Added |
| 4 | Franco Nev Corp |
| 215.3K |
| $44.62M |
| 7.2% |
| −1.6K |
| Reduced |
| 5 | Agnico Eagle Mines Ltd | 240.7K | $40.80M | 6.5% | −3.4K | Reduced |
| 6 | Unilever PLC | 565.9K | $37.01M | 5.9% | +565.9K | New |
| 7 | Medtronic PLC | 305.5K | $29.34M | 4.7% | −3.0K | Reduced |
| 8 | Travelers Companies Inc | 89.2K | $25.88M | 4.2% | −940 | Reduced |
| 9 | Oneok Inc New | 347.9K | $25.57M | 4.1% | −6.8K | Reduced |
| 10 | Enbridge Inc | 489.7K | $23.42M | 3.8% | −178.7K | Reduced |
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