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 | 39.30% | -1.48% | — | |
| 2 | BH | Biglari Holdings Inc-b | 股票-其他 | 28.92% | +0.09% | +3.09% | |
| 3 | BH-A | Biglari Holdings Inc-a | 股票-其他 | 15.47% | +0.15% | +0.14% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 7.02% | -0.01% | -16.39% | |
| 5 | YUSD | Alleghany CORP | 股票-其他 | 2.92% | — | — | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.70% | — | — | |
| 7 | BHC | Bausch Health Cos INC | 股票-医疗保健 | 1.67% | -0.01% | — | |
| 8 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.45% | — | +135.29% | |
| 9 | UNAMUSD | Unico American CORP | 股票-其他 | 0.28% | — | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.27% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +2.7% | NEW | 新建仓 |
| 2 | CBRL | Cracker Barrel Old Country | +0.8% | — | 不变 |
| 3 | BABA | Alibaba Group Holding-sp Adr | +0.8% | +135.29% | 加仓 |
| 4 | YUSD | Alleghany CORP | +0.5% | — | 不变 |
| 5 | BHC | Bausch Health Cos INC | +0.2% | — | 不变 |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | -16.39% | 减仓 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 不变 |
| 8 | UNAMUSD | Unico American CORP | 0% | — | 不变 |
| 9 | EA | Electronic Arts INC | 0% | EXIT | 清仓 |
| 10 | ET | Energy Transfer LP | -0.1% | EXIT | 清仓 |
| 11 | BH-A | Biglari Holdings Inc-a | -0.9% | +0.14% | 加仓 |
| 12 | BH | Biglari Holdings Inc-b | -1.5% | +3.09% | 加仓 |
| 13 | EXPD | Expeditors Intl Wash INC | -2.5% | EXIT | 清仓 |