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CIK 0001425041 • 6 13F filings • May 14, 2025 – Aug 11, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $15.7M | 11.9%Prev: 8.8% | 50,000 SH | Increased |
| AMRIZE LTD | SHS | $3.2M | 2.5%Prev: 2.1% | 60,000 SH | Increased |
| ATLANTA BRAVES HLDGS INC | COM SER A | $3.2M | 2.4%Prev: 2.5% | 75,000 SH | Decreased |
| ATLANTA BRAVES HLDGS INC | COM SER C | $4.1M | 3.1%Prev: 3.1% | 103,330 SH | Decreased |
| BERKSHIRE HATHAWAY INC | CL A | $26.4M | 20.0%Prev: 19.1% | 35 SH | Increased |
| BERKSHIRE HATHAWAY INC | CL B NEW | $5.5M | 4.2%Prev: 4.0% | 11,000 SH | Decreased |
| COCA-COLA CO | COM | $7.0M | 5.3%Prev: 4.8% | 100,000 SH | Increased |
| COMCAST CORP | CL A | $4.8M | 3.6%Prev: 5.7% | 160,000 SH | Decreased-90,000 SH |
| GCI LIBERTY INC | COM SER A | $2.8M | 2.1%Prev: 1.1% | 75,000 SH | Increased+35,000 SH |
| GCI LIBERTY INC | COM SER C | $5.1M | 3.9% | 138,033 SH | New |
| LIBERTY BROADBAND CORP | COM SER A | $8.0M | 6.0%Prev: 7.6% | 165,000 SH | Decreased |
| LIBERTY LIVE HOLDINGS INC | COM SER A | $2.9M | 2.2% | 35,000 SH | New |
| LIBERTY LIVE HOLDINGS INC | COM SHS SER C | $2.9M | 2.2% | 35,000 SH | New |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S A | $6.3M | 4.7%Prev: 5.5% | 70,000 SH | Decreased-10,000 SH |
| MARTIN MARIETTA MATERIALS INC | COM | $3.1M | 2.4%Prev: 2.3% | 5,000 SH | Decreased |
| SIRIUSXM HOLDINGS INC | COMMON STOCK | $12.0M | 9.1%Prev: 12.5% | 600,000 SH | Decreased-143,306 SH |
| WILLSCOT HOLDINGS CORP | COM CL A | $18.9M | 14.4% | 1,005,000 SH | New |
| 13F-HR |
| 0000935836-26-000381 |
| $147.6M |
| View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0000935836-25-000485 | $146.2M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0000935836-26-000235 | $129.6M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0000935836-25-000326 | $141.3M | View |