CIK: 0001542324
申告総資産額
$7.0億
| # | 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 | 16.52% | +0.03% | -0.46% | |
| 2 | WTM | White Mountains Insurance Group, Ltd. | 株式-金融 | 7.84% | -0.57% | -1.08% | |
| 3 | YUSD | Alleghany CORP | 株式-その他 | 7.38% | — | -0.35% | |
| 4 | MKL | Markel Group INC | 株式-金融 | 5.63% | +0.09% | -0.22% | |
| 5 | WRB | Wr Berkley CORP | 株式-金融 | 5.05% | +0.27% | -0.23% | |
| 6 | L | Loews CORP | 株式-金融 | 4.65% | +0.17% | +0.03% | |
| 7 | ESGRP | Enstar Group Limited - Deposita | 株式-その他 | 3.81% | — | -0.08% | |
| 8 | JEF | Jefferies Financial Group In | 株式-金融 | 3.59% | +0.68% | +3.85% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.07% | — | -0.85% | |
| 10 | RES | Rpc INC | 株式-その他 | 1.83% | — | +0.45% | |
| 11 | WABC | Westamerica Bancorporation | 株式-その他 | 1.28% | — | — | |
| 12 | CRCEUR | California Resources CORP | 株式-その他 | 1.24% | — | +10.31% | |
| 13 | GAM | General American Investors | 株式-その他 | 1.23% | — | -1.62% | |
| 14 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.21% | +0.06% | +5.20% | |
| 15 | XECEUR | Cimarex Energy Co | 株式-その他 | 1.17% | — | +0.00% | |
| 16 | DNOW | Dnow INC | 株式-その他 | 1.09% | — | +2.00% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.00% | — | — | |
| 18 | ✓ | Forest City Realty Trust- A | 株式-その他 | 0.79% | — | -3.11% | |
| 19 | BR | Broadridge Financial Solutio | 株式-IT | 0.78% | — | -0.50% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.76% | — | — | |
| 21 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.73% | — | -1.66% | |
| 22 | T86 | Tri Pointe Homes INC | 株式-その他 | 0.73% | — | -0.75% | |
| 23 | HP | Helmerich & Payne | 株式-エネルギー | 0.72% | — | -0.42% | |
| 24 | SOR | Source Capital | 株式-その他 | 0.72% | — | +1.18% | |
| 25 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.69% | — | — | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.67% | — | +0.98% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.65% | — | +2.16% | |
| 28 | TDW | Tidewater INC | 株式-エネルギー | 0.59% | -0.14% | +7.46% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.58% | — | -3.50% | |
| 30 | COP | Conocophillips | 株式-エネルギー | 0.58% | -0.08% | -0.39% | |
| 31 | EMR | Emerson Electric Co | 株式-資本財 | 0.56% | — | +1.24% | |
| 32 | CTOUSD | Cons Tomoka Land Co-florida | 株式-その他 | 0.56% | — | -2.58% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.54% | +0.05% | -0.87% | |
| 34 | CRT | Cross Timbers Royalty Trust | 株式-その他 | 0.54% | — | +2.85% | |
| 35 | PICOEUR | Vidler Water Resouces INC | 株式-その他 | 0.52% | — | +0.07% | |
| 36 | TGNA | Tegna INC | 株式-その他 | 0.50% | — | -1.69% | |
| 37 | CNA | Cna Financial CORP | 株式-その他 | 0.48% | — | -1.11% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.47% | — | — | |
| 39 | SBR | Sabine Royalty Trust | 株式-その他 | 0.47% | — | +5.95% | |
| 40 | ANATUSD | American National Insurance | 株式-その他 | 0.46% | — | -0.41% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.46% | -0.06% | +1.57% | |
| 42 | UHAL | U-haul Holding Co | 株式-その他 | 0.46% | — | +7.32% | |
| 43 | RMT | Royce Micro-cap Trust INC | 株式-その他 | 0.45% | +0.14% | -0.40% | |
| 44 | RVT | Royce Small-cap Trust INC | 株式-その他 | 0.45% | — | +16.96% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.43% | — | -9.38% | |
| 46 | LEN-B | Lennar CORP - B Shs | 株式-その他 | 0.42% | — | +26.95% | |
| 47 | DMLP | Dorchester Minerals LP | 株式-その他 | 0.41% | — | +6.47% | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.37% | — | +0.02% | |
| 49 | DISCKUSD | Discovery Inc-c | 株式-その他 | 0.35% | — | +0.59% | |
| 50 | CARS | Cars.com INC | 株式-その他 | 0.34% | — | -0.32% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +1.8% | -0.46% | 減少 |
| 2 | YUSD | Alleghany CORP | +0.7% | -0.35% | 減少 |
| 3 | MKL | Markel Group INC | +0.4% | -0.22% | 減少 |
| 4 | WRB | Wr Berkley CORP | +0.4% | -0.23% | 減少 |
| 5 | MSFT | Microsoft CORP | +0.2% | -0.85% | 減少 |
| 6 | DNOW | Dnow INC | +0.2% | +2.00% | 増加 |
| 7 | CRCEUR | California Resources CORP | +0.2% | +10.31% | 増加 |
| 8 | ABT | Abbott Laboratories | +0.1% | +0.98% | 増加 |
| 9 | JNJ | Johnson & Johnson | +0.1% | — | 変化なし |
| 10 | L | Loews CORP | +0.1% | +0.03% | 増加 |
| 11 | BR | Broadridge Financial Solutio | +0.1% | -0.50% | 減少 |
| 12 | RES | Rpc INC | +0.1% | +0.45% | 増加 |
| 13 | AAPL | Apple INC | +0.1% | -0.87% | 減少 |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | 変化なし |
| 15 | TDW | Tidewater INC | +0.1% | +7.46% | 増加 |
| 16 | RVT | Royce Small-cap Trust INC | +0.1% | +16.96% | 増加 |
| 17 | WABC | Westamerica Bancorporation | +0.1% | — | 変化なし |
| 18 | EMR | Emerson Electric Co | +0.1% | +1.24% | 増加 |
| 19 | COP | Conocophillips | +0.1% | -0.39% | 減少 |
| 20 | LEN-B | Lennar CORP - B Shs | +0.1% | +26.95% | 増加 |
| 21 | DISCKUSD | Discovery Inc-c | +0.1% | +0.59% | 増加 |
| 22 | GAM | General American Investors | 0% | -1.62% | 減少 |
| 23 | AEF | Abrdn Emerging Markets Ex Ch | 0% | +33.38% | 増加 |
| 24 | VAL | Valaris Limited | 0% | +4.76% | 増加 |
| 25 | HP | Helmerich & Payne | 0% | -0.42% | 減少 |
| 26 | ✓ | Forest City Realty Trust- A | 0% | -3.11% | 減少 |
| 27 | KO | Coca-cola Co/the | 0% | +2.16% | 増加 |
| 28 | AMGN | Amgen INC | 0% | +0.02% | 増加 |
| 29 | TGNA | Tegna INC | 0% | -1.69% | 減少 |
| 30 | PICOEUR | Vidler Water Resouces INC | 0% | +0.07% | 増加 |
| 31 | GLW | Corning INC | 0% | — | 変化なし |
| 32 | MRO* | Marathon Oil CORP | 0% | -0.27% | 減少 |
| 33 | UHAL | U-haul Holding Co | 0% | +7.32% | 増加 |
| 34 | ANATUSD | American National Insurance | 0% | -0.41% | 減少 |
| 35 | SSP | Ew Scripps Co/the-a | 0% | -1.05% | 減少 |
| 36 | WTM | White Mountains Insurance Group, Ltd. | — | -1.08% | 減少 |
| 37 | AR | Antero Resources CORP | -0.1% | +1.02% | 増加 |
| 38 | PBT | Permian Basin Royalty Trust | -0.1% | -5.43% | 減少 |
| 39 | VZ | Verizon Communications INC | -0.1% | -57.45% | 減少 |
| 40 | XECEUR | Cimarex Energy Co | -0.1% | +0.00% | 増加 |
| 41 | T86 | Tri Pointe Homes INC | -0.3% | -0.75% | 減少 |
| 42 | FRFHF | Fairfax Financial Hldgs LTD | — | EXIT | 全売却 |
| 43 | ✓ | Boardwalk Pipeline Partners | — | EXIT | 全売却 |
| 44 | ✓ | Istar INC | — | NEW | 新規購入 |
| 45 | JOE | St Joe Co/the | — | NEW | 新規購入 |
| 46 | NEWMEUR | USA Today Co INC | — | EXIT | 全売却 |
| 47 | CRMT | America's Car-mart INC | — | NEW | 新規購入 |
| 48 | MMM | 3m Co | — | NEW | 新規購入 |
| 49 | EQT | Eqt CORP | — | EXIT | 全売却 |
| 50 | ✓ | Reis INC Com | — | EXIT | 全売却 |