Modesto, CACIK 154232413 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
192 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 161.4K | $81.12M | 12.1% | −2.0K | Reduced |
| 2 | Fairfax Finl Hldgs Ltd Sub Vtg | 29.1K | $55.50M | 8.2% | +148 | Added |
| 3 | White Mtns Ins Group Ltd | 22.6K | $47.02M | 7.0% | +23 | Added |
| 4 | Berkley W R Corp |
| 633.3K |
| $44.41M |
| 6.6% |
| +9.1K |
| Added |
| 5 | Markel Group Inc | 18.9K | $40.71M | 6.0% | +261 | Added |
| 6 | Wisdomtree Tr | 718.7K | $36.17M | 5.4% | +494.3K | Added |
| 7 | Jefferies Finl Group Inc | 578.8K | $35.87M | 5.3% | +10.0K | Added |
| 8 | Loews Corp | 254.6K | $26.81M | 4.0% | −1.9K | Reduced |
| 9 | Brookfield Corp | 401.5K | $18.43M | 2.7% | +172.0K | Added |
| 10 | American Centy ETF Tr | 168.4K | $17.18M | 2.6% | +1.2K | Added |
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