Carlisle, MACIK 16977904 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
72 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 102.2K | $51.35M | 19.7% | −5.5K | Reduced |
| 2 | Apple Inc | 104.7K | $28.46M | 10.9% | −1.8K | Reduced |
| 3 | Alphabet Inc | 85.2K | $26.73M | 10.3% | −800 | Reduced |
| 4 | Siriusxm Holdings Inc |
| 1.09M |
| $21.84M |
| 8.4% |
| −22.5K |
| Reduced |
| 5 | Alphabet Inc | 68.1K | $21.30M | 8.2% | −820 | Reduced |
| 6 | Warner Bros Discovery Inc | 540.4K | $15.58M | 6.0% | 0 | Held |
| 7 | Scripps E W Co Ohio | 2.31M | $9.22M | 3.5% | +93.1K | Added |
| 8 | Jpmorgan Chase & Co. | 20.7K | $6.66M | 2.6% | −550 | Reduced |
| 9 | Microsoft Corp | 11.7K | $5.66M | 2.2% | 0 | Held |
| 10 | Liberty Broadband Corp | 90.1K | $4.35M | 1.7% | −10.6K | Reduced |
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