CIK: 0001032814
申告総資産額
$34.4億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 65.77% | +0.79% | -1.70% | |
| 2 | BN | Brookfield CORP | 株式-金融 | 6.62% | -0.70% | -0.49% | |
| 3 | ✓ | Alphabet INC Cl C | 株式-その他 | 5.74% | -0.66% | -0.91% | |
| 4 | MKL | Markel Group INC | 株式-金融 | 4.89% | -0.56% | -0.30% | |
| 5 | ✓ | AerCap Holdings N.V. | 株式-その他 | 3.32% | -0.20% | -0.79% | |
| 6 | FCNCA | First Citizens Bcshs -cl A | 株式-金融 | 2.09% | -0.25% | +3.14% | |
| 7 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.64% | -0.22% | +0.19% | |
| 8 | LKQ | Lkq CORP | 株式-一般消費財 | 1.60% | +0.27% | +0.07% | |
| 9 | SIRI | Sirius Xm Holdings INC | 株式-通信サービス | 1.58% | +0.30% | +76.74% | |
| 10 | ✓ | FedEx Corporation | 株式-その他 | 1.56% | -0.01% | +0.63% | |
| 11 | HSY | Hershey Co/the | 株式-生活必需品 | 1.17% | +0.15% | +1.40% | |
| 12 | KMX | Carmax INC | 株式-一般消費財 | 0.89% | — | +0.18% | |
| 13 | ✓ | Cimpress | 株式-その他 | 0.80% | +0.21% | +4.39% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.72% | -0.03% | — | |
| 15 | ✓ | Wayfair INC | 株式-その他 | 0.49% | -0.12% | +0.52% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.21% | -0.03% | -4.80% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 0.14% | -0.11% | -4.06% | |
| 18 | ✓ | Biglari Cl A | 株式-その他 | 0.11% | -0.03% | -4.33% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.10% | -0.02% | — | |
| 20 | TRUP | Trupanion INC | 株式-その他 | 0.06% | -0.01% | -4.87% | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 0.04% | — | +2.37% | |
| 22 | ✓ | Tesla, Inc. | 株式-その他 | 0.04% | — | -3.09% | |
| 23 | ✓ | The Goldman Sachs Group, Inc. | 株式-その他 | 0.03% | — | — | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.03% | -0.01% | — | |
| 25 | ✓ | Alphabet INC Cl A | 株式-その他 | 0.03% | — | +0.08% | |
| 26 | CAT | Caterpillar INC | 株式-資本財 | 0.03% | +0.01% | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.02% | +1.22% | — | |
| 28 | BAM | Brookfield Asset Mgmt-a | 株式-金融 | 0.02% | — | — | |
| 29 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 0.02% | — | — | |
| 30 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.02% | — | — | |
| 31 | GEV | GE Vernova INC | 株式-資本財 | 0.02% | — | — | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.02% | — | — | |
| 33 | UBER | Uber Technologies INC | 株式-資本財 | 0.02% | — | -2.00% | |
| 34 | ✓ | Biglari Holdings | 株式-その他 | 0.01% | — | — | |
| 35 | GLW | Corning INC | 株式-IT | 0.01% | +0.01% | — | |
| 36 | ✓ | NVIDIA Corporation | 株式-その他 | 0.01% | — | +1.42% | |
| 37 | FAST | Fastenal Co | 株式-資本財 | 0.01% | — | — | |
| 38 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.01% | — | -10.60% | |
| 39 | WFC | Wells Fargo & Co | 株式-金融 | 0.01% | — | — | |
| 40 | ✓ | ConocoPhillips | 株式-その他 | 0.01% | — | — | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.01% | — | — | |
| 42 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.01% | — | +0.10% | |
| 43 | ITW | Illinois Tool Works | 株式-資本財 | 0.01% | — | — | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.01% | — | — | |
| 45 | ✓ | Verizon Communications Inc. | 株式-その他 | 0.01% | — | +0.31% | |
| 46 | ✓ | Quest Diagnostics Incorporated | 株式-その他 | 0.01% | — | — | |
| 47 | ✓ | UnitedHealth Group Incorporated | 株式-その他 | 0.01% | — | — | |
| 48 | ✓ | Meta Platforms, Inc. | 株式-その他 | 0.01% | -0.01% | EXIT | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.01% | — | — | |
| 50 | CFG | Citizens Financial Group | 株式-金融 | 0.01% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Alphabet INC Cl C | +2.4% | -0.91% | 減少 |
| 2 | BN | Brookfield CORP | +2% | -0.49% | 減少 |
| 3 | SIRI | Sirius Xm Holdings INC | +0.8% | +76.74% | 増加 |
| 4 | ✓ | AerCap Holdings N.V. | +0.8% | -0.79% | 減少 |
| 5 | MKL | Markel Group INC | +0.6% | -0.30% | 減少 |
| 6 | DIS | Walt Disney Co/the | +0.4% | +0.19% | 減少 |
| 7 | ✓ | Wayfair INC | +0.3% | +0.52% | 増加 |
| 8 | ✓ | Cimpress | +0.3% | +4.39% | 増加 |
| 9 | FCNCA | First Citizens Bcshs -cl A | +0.3% | +3.14% | 増加 |
| 10 | HSY | Hershey Co/the | +0.2% | +1.40% | 増加 |
| 11 | ✓ | FedEx Corporation | +0.1% | +0.63% | 減少 |
| 12 | ✓ | Biglari Cl A | 0% | -4.33% | 減少 |
| 13 | AAPL | Apple INC | 0% | -4.80% | 減少 |
| 14 | MSFT | Microsoft CORP | 0% | — | 増加 |
| 15 | BAC | Bank Of America CORP | 0% | -4.06% | 減少 |
| 16 | ✓ | Tesla, Inc. | 0% | -3.09% | 減少 |
| 17 | ✓ | Alphabet INC Cl A | 0% | +0.08% | 増加 |
| 18 | AEP | American Electric Power Company, Inc. | 0% | — | 変化なし |
| 19 | ✓ | The Goldman Sachs Group, Inc. | 0% | — | 変化なし |
| 20 | GEV | GE Vernova INC | 0% | — | 変化なし |
| 21 | CAT | Caterpillar INC | 0% | — | 変化なし |
| 22 | TRUP | Trupanion INC | 0% | -4.87% | 減少 |
| 23 | XT | Ishar Fture Exp Tech Etf-usd | 0% | — | 変化なし |
| 24 | RTX | Rtx CORP | 0% | — | 変化なし |
| 25 | UBER | Uber Technologies INC | 0% | -2.00% | 減少 |
| 26 | AMGN | Amgen INC | 0% | +2.37% | 増加 |
| 27 | GLW | Corning INC | — | — | 変化なし |
| 28 | ✓ | NVIDIA Corporation | — | +1.42% | 増加 |
| 29 | ✓ | Biglari Holdings | — | — | 変化なし |
| 30 | AMZN | Amazon.com INC | — | — | 増加 |
| 31 | ✓ | State Street SPDR S&P 500 ETF Trust | — | — | 変化なし |
| 32 | BAM | Brookfield Asset Mgmt-a | — | — | 変化なし |
| 33 | FAST | Fastenal Co | — | — | 増加 |
| 34 | ✓ | J P Morgan Chase And Co | — | +0.10% | 増加 |
| 35 | SCHG | Schwab US Large-cap Growth | — | — | 変化なし |
| 36 | BA | Boeing Co/the | — | — | 変化なし |
| 37 | ✓ | Powershares Qqq Trust Ser 1 | — | -10.60% | 減少 |
| 38 | ✓ | ConocoPhillips | — | — | 変化なし |
| 39 | ✓ | Quest Diagnostics Incorporated | — | — | 変化なし |
| 40 | WFC | Wells Fargo & Co | — | — | 減少 |
| 41 | CVX | Chevron CORP | — | — | 変化なし |
| 42 | LKQ | Lkq CORP | -0.4% | +0.07% | 減少 |
| 43 | KMX | Carmax INC | -0.5% | +0.18% | 減少 |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -5.9% | -1.70% | 減少 |
| 45 | SU | Suncor Energy INC | — | EXIT | 全売却 |
| 46 | ✓ | UnitedHealth Group Incorporated | — | NEW | 新規購入 |
| 47 | ✓ | Meta Platforms, Inc. | — | NEW | 新規購入 |
| 48 | PG | Procter & Gamble Co/the | — | EXIT | 全売却 |
| 49 | CFG | Citizens Financial Group | — | NEW | 新規購入 |
| 50 | CDLXEUR | Cardlytics INC | — | EXIT | 全売却 |