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CIK 0000052024 • 6 13F filings • Apr 30, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $274K | 0.1% | 1,235 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $6.2M | 2.5% | 11,674 SH | |
| BLACK STONE MINERALS L P | COM UNIT | $23.4M | 9.6% | 1,535,334 SH | |
| BRITISH AMERN TOB PLC | SPONSORED ADR | $24.4M | 10.0% | 590,935 SH | |
| CANADIAN NAT RES LTD | COM | $10.0M | 4.1% | 324,106 SH | |
| CARDINAL HEALTH INC | COM | $1.0M | 0.4% | 7,397 SH | |
| COMCAST CORP NEW | CL A | $10.1M | 4.1% | 273,750 SH | |
| COSTCO WHSL CORP NEW | COM | $236K | 0.1% | 250 SH | |
| ENTERPRISE PRODS PARTNERS L | COM | $18.1M | 7.4% | 530,107 SH | |
| HUNTINGTON INGALLS INDS INC | COM | $23.1M | 9.4% | 113,151 SH | |
| INNOVEX INTERNATIONAL INC | COM | $6.9M | 2.8% | 386,269 SH | |
| INTERNATIONAL MNY EXPRESS IN | COM | $10.4M | 4.3% | 826,721 SH | |
| ISHARES TR | NATIONAL MUN ETF | $3.5M | 1.4% | 33,191 SH | |
| ISHARES TR | SHORT TREAS BD | $4.1M | 1.7% | 37,255 SH | |
| LIBERTY BROADBAND CORP | COM SER C | $19.2M | 7.9% | 226,073 SH | |
| MCKESSON CORP | COM | $16.7M | 6.8% | 24,875 SH | |
| NVIDIA CORPORATION | COM | $220K | 0.1% | 2,030 SH | |
| PHILIP MORRIS INTL INC | COM | $19.8M | 8.1% | 124,467 SH | |
| QVC GROUP INC | COM SER A | $498K | 0.2% | 2,476,346 SH | |
| SOLVENTUM CORP | COM SHS | $8.5M | 3.5% | 111,874 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $280K | 0.1% | 563 SH | |
| TRIUMPH FINANCIAL INC | COM | $6.7M | 2.7% | 115,902 SH | |
| UBER TECHNOLOGIES INC | COM | $30.6M | 12.5% | 420,262 SH |
| 13F-HR |
| 0000052024-26-000004 |
| $487.4M |
| View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0000052024-25-000003 | $298.8M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0000052024-26-000002 | $419.8M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0000052024-25-000002 | $244.4M | View |