CIK: 0001552981
Total reported value
$21.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MKL | Markel Group INC | Stock-Financials | 28.73% | +2.27% | -3.19% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 26.22% | +1.35% | +53.66% | |
| 3 | L | Loews CORP | Stock-Financials | 24.26% | +2.36% | — | |
| 4 | MHK | Mohawk Industries INC | Stock-Consumer Disc | 11.37% | +3.45% | — | |
| 5 | DE | Deere & Co | Stock-Industrials | 9.42% | -9.42% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +13% | +53.66% | Add |
| 2 | MKL | Markel Group INC | +8% | -3.19% | Trim |
| 3 | L | Loews CORP | +4.8% | — | Unchanged |
| 4 | MHK | Mohawk Industries INC | +1.2% | — | Unchanged |
| 5 | DE | Deere & Co | -0.3% | -28.28% | Trim |
| 6 | DOEUR | Diamond Offshore Drilling | — | EXIT | Sold out |