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 | 41.35% | -1.48% | — | |
| 2 | BH | Biglari Holdings Inc-b | 股票-其他 | 33.44% | +0.09% | — | |
| 3 | BH-A | Biglari Holdings Inc-a | 股票-其他 | 18.52% | +0.15% | — | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.67% | — | — | |
| 5 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.89% | — | +25.00% | |
| 6 | BHC | Bausch Health Cos INC | 股票-医疗保健 | 1.57% | -0.01% | — | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.28% | -0.01% | -97.06% | |
| 8 | UNAMUSD | Unico American CORP | 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 | BH | Biglari Holdings Inc-b | +4.5% | — | 不变 |
| 2 | BH-A | Biglari Holdings Inc-a | +3.1% | — | 不变 |
| 3 | CBRL | Cracker Barrel Old Country | +2.1% | — | 不变 |
| 4 | BABA | Alibaba Group Holding-sp Adr | +0.4% | +25.00% | 加仓 |
| 5 | UNAMUSD | Unico American CORP | 0% | — | 不变 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | 不变 |
| 7 | BHC | Bausch Health Cos INC | -0.1% | — | 不变 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | EXIT | 清仓 |
| 9 | YUSD | Alleghany CORP | -2.9% | EXIT | 清仓 |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | -6.7% | -97.06% | 减仓 |