CIK: 0001334429
申报总市值
US$9.3亿
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CBRL | Cracker Barrel Old Country | 股票-其他 | 38.46% | -1.48% | — | |
| 2 | BH | Biglari Holdings Inc-b | 股票-其他 | 30.43% | +0.09% | +1.01% | |
| 3 | BH-A | Biglari Holdings Inc-a | 股票-其他 | 16.41% | +0.15% | +1.12% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 6.90% | -0.01% | — | |
| 5 | EXPD | Expeditors Intl Wash INC | 股票-工业 | 2.54% | — | -18.42% | |
| 6 | YUSD | Alleghany CORP | 股票-其他 | 2.46% | — | — | |
| 7 | BHC | Bausch Health Cos INC | 股票-医疗保健 | 1.51% | -0.01% | — | |
| 8 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.69% | — | — | |
| 9 | UNAMUSD | Unico American CORP | 股票-其他 | 0.25% | — | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.23% | — | — | |
| 11 | ET | Energy Transfer LP | 股票-能源 | 0.10% | — | — | |
| 12 | EA | Electronic Arts INC | 股票-通信服务 | 0.04% | — | -83.97% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | YUSD | Alleghany CORP | +2.5% | NEW | 新建仓 |
| 2 | BH | Biglari Holdings Inc-b | +1.6% | +1.01% | 加仓 |
| 3 | BABA | Alibaba Group Holding-sp Adr | +0.7% | NEW | 新建仓 |
| 4 | BH-A | Biglari Holdings Inc-a | +0.5% | +1.12% | 加仓 |
| 5 | ET | Energy Transfer LP | 0% | — | 不变 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 不变 |
| 7 | UNAMUSD | Unico American CORP | -0.1% | — | 不变 |
| 8 | BHC | Bausch Health Cos INC | -0.1% | — | 不变 |
| 9 | EA | Electronic Arts INC | -0.2% | -83.97% | 减仓 |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | -0.3% | — | 不变 |
| 11 | EXPD | Expeditors Intl Wash INC | -0.9% | -18.42% | 减仓 |
| 12 | CBRL | Cracker Barrel Old Country | -3.6% | — | 不变 |