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CIK 0001596355 • 6 13F filings • Apr 8, 2025 – Jul 2, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Ally Financial | COM | $6.2M | 4.2% | 168,760 SH | |
| Apple Inc. | COM | $7.5M | 5.1% | 33,962 SH | |
| Berkshire Hathaway B | COM | $60.0M | 40.9% | 112,647 SH | |
| Brookfield Corp | COM | $12.0M | 8.2% | 228,963 SH | |
| Brookfield Renewable | COM | $8.5M | 5.8% | 304,920 SH | |
| CarMax Inc. | COM | $3.6M | 2.4% | 45,579 SH | |
| Lennar Corp A | COM | $6.3M | 4.3% | 55,122 SH | |
| Micron Technology Inc. | COM | $3.6M | 2.5% | 41,456 SH | |
| Millrose Properties Inc. | COM | $721K | 0.5% | 27,202 SH | |
| Nextera Energy Inc. | COM | $8.2M | 5.6% | 116,366 SH | |
| Occidental Petrol Co | COM | $6.1M | 4.1% | 123,045 SH | |
| The Southern Company | COM | $276K | 0.2% | 3,000 SH | |
| Vanguard S&P 500 Value ETF | ETF | $294K | 0.2% | 1,598 SH | |
| Verisign Inc. | COM | $7.4M | 5.1% | 29,235 SH | |
| Verizon Comm. | COM | $5.5M | 3.8% | 121,796 SH | |
| Williams Companies | COM | $10.6M | 7.2% | 176,579 SH |
| 13F-HR |
| 0001596355-26-000003 |
| $180.8M |
| View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001596355-25-000003 | $148.9M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001596355-26-000002 | $165.3M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001596355-25-000002 | $146.8M | View |