CIK: 0001595686
申报总市值
US$1.1亿
| # | 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 | NWLIEUR | National Western Life Grou-a | 股票-其他 | 17.11% | — | -3.28% | |
| 2 | SAM | Boston Beer Company Inc-a | 股票-非周期性消费 | 10.47% | +0.03% | -0.27% | |
| 3 | NPK | National Presto Inds INC | 股票-其他 | 7.19% | — | +4.29% | |
| 4 | AXP | American Express Co | 股票-金融 | 6.73% | — | -2.35% | |
| 5 | ✓ | Leucadia Natl CORP | 股票-其他 | 6.40% | — | +2.40% | |
| 6 | BEN | Franklin Resources INC | 股票-金融 | 6.29% | — | +3.94% | |
| 7 | ALGT | Allegiant Travel Co | 股票-其他 | 5.74% | +1.84% | +1.77% | |
| 8 | DORM | Dorman Products INC | 股票-周期性消费 | 5.72% | -0.93% | +8.43% | |
| 9 | TROW | T Rowe Price Group INC | 股票-金融 | 5.60% | — | -14.11% | |
| 10 | ✓ | 股票-其他 | 4.95% | — | +0.63% | ||
| 11 | JJSF | J & J Snack Foods CORP | 股票-其他 | 3.88% | +0.14% | +0.43% | |
| 12 | OPK | Opko Health INC | 股票-其他 | 3.86% | -0.01% | +8.39% | |
| 13 | GMED | Globus Medical INC - A | 股票-医疗保健 | 3.81% | — | +3.91% | |
| 14 | HRL | Hormel Foods CORP | 股票-非周期性消费 | 3.73% | — | — | |
| 15 | ANATUSD | American National Insurance | 股票-其他 | 2.98% | — | +7758.00% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.51% | -0.21% | +0.28% | |
| 17 | GNTX | Gentex CORP | 股票-周期性消费 | 2.28% | — | -75.64% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.75% | +0.11% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ANATUSD | American National Insurance | +2.9% | +7758.00% | 加仓 |
| 2 | SAM | Boston Beer Company Inc-a | +1.6% | -0.27% | 减仓 |
| 3 | GMED | Globus Medical INC - A | +1.1% | +3.91% | 加仓 |
| 4 | ALGT | Allegiant Travel Co | +0.8% | +1.77% | 加仓 |
| 5 | ✓ | +0.6% | +0.63% | 加仓 | |
| 6 | JJSF | J & J Snack Foods CORP | +0.4% | +0.43% | 加仓 |
| 7 | AXP | American Express Co | +0.3% | -2.35% | 减仓 |
| 8 | ✓ | Leucadia Natl CORP | +0.3% | +2.40% | 加仓 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.28% | 加仓 |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不变 |
| 11 | BEN | Franklin Resources INC | -0.1% | +3.94% | 加仓 |
| 12 | TROW | T Rowe Price Group INC | -0.2% | -14.11% | 减仓 |
| 13 | NPK | National Presto Inds INC | -0.4% | +4.29% | 加仓 |
| 14 | DORM | Dorman Products INC | -0.7% | +8.43% | 加仓 |
| 15 | OPK | Opko Health INC | -1.3% | +8.39% | 加仓 |
| 16 | NWLIEUR | National Western Life Grou-a | -2.1% | -3.28% | 减仓 |
| 17 | GNTX | Gentex CORP | -6.8% | -75.64% | 减仓 |
| 18 | HRL | Hormel Foods CORP | — | NEW | 新建仓 |
| 19 | CRVL | Corvel CORP | — | EXIT | 清仓 |
| 20 | BKE | Buckle Inc/the | — | EXIT | 清仓 |
| 21 | UHAL | U-haul Holding Co | — | EXIT | 清仓 |