CIK: 0001595686
申報總市值
US$1.1億
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NWLIEUR | National Western Life Grou-a | 股票-其他 | 15.14% | — | +0.56% | |
| 2 | SAM | Boston Beer Company Inc-a | 股票-非循環性消費 | 12.85% | +0.03% | -17.99% | |
| 3 | NPK | National Presto Inds INC | 股票-其他 | 9.47% | — | +10.92% | |
| 4 | ANATUSD | American National Insurance | 股票-其他 | 8.46% | — | +19.85% | |
| 5 | ✓ | 股票-其他 | 6.48% | — | -4.39% | ||
| 6 | JEF | Jefferies Financial Group In | 股票-金融 | 6.35% | — | — | |
| 7 | AXP | American Express Co | 股票-金融 | 6.01% | — | -2.25% | |
| 8 | DORM | Dorman Products INC | 股票-循環性消費 | 5.80% | -0.93% | -0.97% | |
| 9 | JJSF | J & J Snack Foods CORP | 股票-其他 | 5.45% | +0.14% | +48.71% | |
| 10 | HRL | Hormel Foods CORP | 股票-非循環性消費 | 5.40% | — | -1.33% | |
| 11 | ALGT | Allegiant Travel Co | 股票-其他 | 4.81% | +1.84% | -0.30% | |
| 12 | BEN | Franklin Resources INC | 股票-金融 | 4.43% | — | +0.84% | |
| 13 | OPK | Opko Health INC | 股票-其他 | 4.32% | -0.01% | +20.98% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.01% | -0.21% | +82.60% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.01% | +0.11% | +33.33% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NPK | National Presto Inds INC | +2.3% | +10.92% | 加碼 |
| 2 | SAM | Boston Beer Company Inc-a | +1.9% | -17.99% | 減碼 |
| 3 | JJSF | J & J Snack Foods CORP | +1.8% | +48.71% | 加碼 |
| 4 | OPK | Opko Health INC | +1.7% | +20.98% | 加碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +1.4% | +82.60% | 加碼 |
| 6 | ANATUSD | American National Insurance | +0.8% | +19.85% | 加碼 |
| 7 | ✓ | +0.5% | -4.39% | 減碼 | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +33.33% | 加碼 |
| 9 | HRL | Hormel Foods CORP | -0.2% | -1.33% | 減碼 |
| 10 | AXP | American Express Co | -0.5% | -2.25% | 減碼 |
| 11 | DORM | Dorman Products INC | -0.5% | -0.97% | 減碼 |
| 12 | BEN | Franklin Resources INC | -0.8% | +0.84% | 加碼 |
| 13 | NWLIEUR | National Western Life Grou-a | -1.4% | +0.56% | 加碼 |
| 14 | ALGT | Allegiant Travel Co | -1.8% | -0.30% | 減碼 |
| 15 | JEF | Jefferies Financial Group In | — | NEW | 新建倉 |
| 16 | ✓ | Leucadia Natl CORP | — | EXIT | 清倉 |
| 17 | TROW | T Rowe Price Group INC | — | EXIT | 清倉 |
| 18 | GMED | Globus Medical INC - A | — | EXIT | 清倉 |